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 registered with the SEC since 1991. The firm serves both individual and family clients as well as institutional clients, acting as a capital allocator and adviser. Core services listed in regulatory filings include financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and the selection of other advisers. Its fee arrangements include percentage-of-AUM billing supplemented by hourly and fixed-fee engagements. Tandem shows an equity preference and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 34Active vs passive
$25.9M in ETFs
84%
$21.7M
5%
$4.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD DIVIDEND APPRECIATION INDEX FUND (VIG) | Vanguard | $2.6M | 11,198 | 10.07% |
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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