Tandem Capital Management, Inc.
Firm details
- Headquarters
- Woodcliff Lake, New Jersey
- CRD number
- 107856
- Registered since
- April 24, 1991
- Website
- www.tandemcapitalmgmt.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI84.54%
- Corporations / Businesses7.47%
- Pension & Profit Sharing Plans5.41%
- Individuals2.58%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Tandem Capital Management, Inc. is an independent, privately owned registered investment adviser that has been SEC-registered since 1991. The firm describes itself as a capital allocator and serves both individual/family and institutional clients. Its fee arrangements include percentage-of-AUM charges as well as hourly and fixed-fee engagements. Advisory services listed on the firm’s filings cover financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and selection of other advisers. Tandem does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities74%
- Public Funds/Mutual Funds17%
- Cash & Cash Equivalents4%
- Investment Grade Corp Bonds3%
- State & Local Bonds1%
Owners & executives
2 of 2
Kent Sheng
Chief Investment Officer And Portfolio ManagerCRD 1433450
Phualin Young
Vice President and Chief Compliance OfficerCRD 1009183
Contacts
3 of 4
Asheem Asthana
Client Service ManagerCRD 6473593
Jean Sheng
SecretaryCRD 4364118
William Chen
Vice PresidentCRD 7531815
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 35Active vs passive
$26.5M in ETFs
84%
$22.2M
4%
$4.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD DIVIDEND APPRECIATION INDEX FUND (VIG) | Vanguard | $2.7M | 11,209 | 10.01% |
Location
Woodcliff Lake, NJ
Bergen
Location
Woodcliff Lake, NJ
Headquartered in Woodcliff Lake, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Bergen
- Address
- 50 Tice Blvd
- Time zone
- ET (UTC-5)
- Office locations
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