SANDIA INVESTMENT MANAGMENT LP

RIASEC RegisteredEst. 2021

Total AUM

$625M

Discretionary

$612M

98% of AUM

Avg account

$62.5M

Accounts

Employees

Advisory reps

Firm details

Headquarters: BOSTON, Massachusetts
CRD number: 311098
Registered since: April 21, 2021
Website: sandialp.com
Custodians: GOLDMAN SACHS & CO. LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles96.99%
Corporations / Businesses3.01%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Sandia Investment Managment LP is a limited partnership that provides portfolio management primarily to institutional clients and pooled investment vehicles. The adviser registered with the SEC in 2021 and is owned by an individual. Its advisory mandate emphasizes equity-oriented management and it charges both a percentage-of-AUM fee and performance-based fees. Sandia does not identify as an active ESG investor and is not structured as a multi-state adviser, pension consultant, or related adviser to another firm.