BORDENTOWN, NJCRD 172309Latest ADV February 9, 2026
Tandem Investment Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bordentown, NJ. Its latest Form ADV filing, dated February 9, 2026, reports $200M in regulatory assets under management, 4 employees, 2 offices, and 474 accounts.
Assets Under Management
$200M
Employees
4
Offices
2 offices
Total Clients
192
Primary office
BORDENTOWN, NJ
3 THIRD STREET, SUITE 215, BORDENTOWN, NJ, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 80.7% of total clients.
Top client categories% of clientsClients
1
Individuals
80.7%
155
2
HNWI
18.8%
36
3
Corporations
0.5%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$200Mas of February 9, 2026
Discretionary100.0%
$200M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$200M
Total Accounts474
10Y AUM Change+$73M (+56.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee48:1
10Y Employee Change+1 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.