TANDEM PARTNERS GROUP, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
LEHI, Utah
CRD number
328028
Registered since
May 31, 2024

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • Alexander Bean

    Managing PartnerCRD 7836912

  • Spencer Bean

    Vice President, OperationsCRD 7837533

  • McKay Dunn

    Managing PartnerCRD 7836927

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth