TANDEM PARTNERS GROUP, LLC
Firm details
- Headquarters
- LEHI, Utah
- CRD number
- 328028
- Registered since
- May 31, 2024
Firm profile
FINTRXOverview
Tandem Partners Group, LLC operates as an investment manager and sponsor that primarily structures and runs pooled investment vehicles. The firm’s activity centers on serving as sponsor, general partner and managing member for private funds, with a clear concentration in venture capital strategies supported by a smaller real estate fund presence. Tandem is organized as a limited liability company and reports a role as active manager of its funds rather than operating as a traditional retail RIA with advisory accounts. The firm does not present itself as an ESG-driven allocator and is not registered as a multi-state adviser under the snapshot data. Its reported model is fund-centric: capital is raised into discrete pooled vehicles where Tandem fills GP and sponsor functions, including sourcing deals, setting fund terms, and managing portfolio company oversight and dispositions.
Assets & Accounts
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
Contacts
3 of 3Alexander Bean
Managing PartnerCRD 7836912
Spencer Bean
Vice President, OperationsCRD 7837533
McKay Dunn
Managing PartnerCRD 7836927
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LEHI, UT
UTAH
Location
LEHI, UT
Headquartered in LEHI, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- UTAH
- Address
- 1557 W Innovation Way
- Time zone
- MT (UTC-7)
- Office locations
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