Investment adviser · CRD 172309
TANDEM INVESTMENT PARTNERS, LLC
Investment adviser filing (IA)
BORDENTOWN, NJ, United States · Form ADV filed Feb 9, 2026
- Regulatory AUM
- $200M Form ADV · Item 5.F
- Client accounts
- 474 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 36 | $129,744,474 | 64.8% |
| Individuals | 155 | $63,026,328 | 31.5% |
| Corporations & businesses | Fewer than 5 | $7,428,843 | 3.7% |
Filing source
Form ADV 2042955 · Feb 9, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 9, 2026. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets
Principal office
3 THIRD STREET, SUITE 215BORDENTOWN, NJ, 08505, United States
CRD 172309
Filing source
Form ADV 2042955 · Feb 9, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.