{
  "crd_number": 172309,
  "slug": "tandem-investment-partners-llc-bordentown-nj-172309",
  "primary_business_name": "TANDEM INVESTMENT PARTNERS, LLC",
  "legal_name": "TANDEM INVESTMENT PARTNERS, LLC",
  "dbas": [],
  "city": "Bordentown",
  "state": "NJ",
  "country": "United States",
  "cbsa_code": "37980",
  "metro": {
    "cbsa_code": "37980",
    "common_name": "Philadelphia",
    "msa_name": "Philadelphia-Camden-Wilmington, PA-NJ-DE-MD",
    "path": "/advisors/pa/philadelphia"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-07-07",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-02-09",
  "carried_forward": false,
  "raum_total": 200199645.0,
  "raum_discretionary": 200199645.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 4,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 63026328.0,
      "count": 155
    },
    "high_net_worth_individuals": {
      "raum": 129744474.0,
      "count": 36
    },
    "corporations_other_businesses": {
      "raum": 7428843.0,
      "count": 1,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "other",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "FL",
    "NH",
    "NJ",
    "NY",
    "PA",
    "TX"
  ],
  "websites": [
    "https://tandeminvestment.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/172309",
  "city_as_filed": "BORDENTOWN",
  "url": "https://advisorcensus.com/firm/tandem-investment-partners-llc-bordentown-nj-172309",
  "display_name": "Tandem Investment Partners, LLC",
  "summary": "Tandem Investment Partners, LLC is an SEC-registered investment advisory firm in Bordentown, NJ, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 9, 2026.",
  "citation": "AdvisorCensus. Tandem Investment Partners, LLC (CRD 172309): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Tandem Investment Partners, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Tandem Investment Partners, LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Tandem Investment Partners, LLC located?",
      "a": "Tandem Investment Partners, LLC's principal office is in Bordentown, NJ, according to its Form ADV."
    },
    {
      "q": "Is Tandem Investment Partners, LLC registered with the SEC or a state?",
      "a": "Tandem Investment Partners, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 172309."
    },
    {
      "q": "How much does Tandem Investment Partners, LLC manage?",
      "a": "Tandem Investment Partners, LLC reports $200,199,645 in regulatory assets under management in its Form ADV filing dated February 9, 2026 (100% discretionary)."
    },
    {
      "q": "How have Tandem Investment Partners, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Tandem Investment Partners, LLC: Regulatory assets under management: $127,666,987 in the October 2021 data and $200,199,645 in the October 2026 data, up 57%. Total employees: 3 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Tandem Investment Partners, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (155); high net worth individuals (36); corporations or other businesses not listed above (1)."
    },
    {
      "q": "Which custodians does Tandem Investment Partners, LLC use?",
      "a": "Tandem Investment Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Tandem Investment Partners, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/172309"
    },
    {
      "q": "What changed in Tandem Investment Partners, LLC's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Regulatory assets under management went from $175,564,991 to $200,199,645 (+14%). Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 127666987.0,
      "total_employees": 3,
      "filing_date": "2021-08-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 153801692.0,
      "total_employees": 3,
      "filing_date": "2022-02-08"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 134084249.0,
      "total_employees": 4,
      "filing_date": "2023-05-15"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 158815600.0,
      "total_employees": 3,
      "filing_date": "2024-07-17"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 175564991.0,
      "total_employees": 5,
      "filing_date": "2025-03-26"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 200199645.0,
      "total_employees": 4,
      "filing_date": "2026-02-09"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $175,564,991 to $200,199,645 (+14%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/tandem-investment-partners-llc-bordentown-nj-172309.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 155,
      "fewer_than_5": false,
      "raum": 63026328.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 36,
      "fewer_than_5": false,
      "raum": 129744474.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 1,
      "fewer_than_5": true,
      "raum": 7428843.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/172309",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}