Tandem Investment Partners, LLC
Tandem Investment Partners, LLC is an SEC-registered wealth manager in Bordentown, NJ with $200.2M assets under management (AUM, regulatory AUM), +26% over one year. See who owns Tandem Investment Partners, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 172309, SEC 801-121703, data through 2026-02-09.
- AUM (assets under management / regulatory AUM)
- $200.2M (2026-02-09)
- Firm type
- Wealth Manager
- Location
- Bordentown, NJ
- Employees
- 4
- Clients
- 192
- CRD
- 172309
- Ownership
- DAURIA, THOMAS, JUDE; LUTCHER, FREDRIC, PORTER; D'AURIA, THOMAS, JUDE; LENNON, CALEB, WAYNE; D'Auria, Nicholas, William
How much AUM does Tandem Investment Partners, LLC have?
Tandem Investment Partners, LLC reported $200.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-09).
Who owns Tandem Investment Partners, LLC?
Disclosed owners and executives of Tandem Investment Partners, LLC include DAURIA, THOMAS, JUDE, LUTCHER, FREDRIC, PORTER, D'AURIA, THOMAS, JUDE, LENNON, CALEB, WAYNE, D'Auria, Nicholas, William. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.