TANDEM INVESTMENT PARTNERS, LLC
CRD #172309 SEC #801-121703 BORDENTOWN, NJ 609-452-2100
SEC Registered
Total AUM
$175.6M
Discretionary
$175.6M
Employees
5
Clients
--
Accounts
441
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 27, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| D'Auria, Donna | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LENNON, CALEB, WAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LENNON, CALEB, WAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LENNON, CALEB, WAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DAURIA, THOMAS, JUDE | I | MANAGING PARTNER | E | Control |
| DAURIA, THOMAS, JUDE | I | MANAGING PARTNER | E | Control |
| DAURIA, THOMAS, JUDE | I | MANAGING PARTNER | E | Control |
| DAURIA, THOMAS, JUDE | I | MANAGING PARTNER | D | Control |
| DAURIA, THOMAS, JUDE | I | MANAGING PARTNER | D | Control |
| DAURIA, THOMAS, JUDE | I | MANAGING PARTNER | D | Control |
| DAURIA, THOMAS, JUDE | I | MANAGING PARTNER | D | Control |
| DAURIA, THOMAS, JUDE | I | MANAGING PARTNER | D | Control |
| DAURIA, THOMAS, JUDE | I | MANAGING PARTNER | D | Control |
| DAURIA, THOMAS, JUDE | I | MANAGING PARTNER | D | Control |
| DAURIA, THOMAS, JUDE | I | MANAGING PARTNER | D | Control |
| DAURIA, THOMAS, JUDE | I | MANAGING PARTNER | D | Control |
| LUTCHER, FREDRIC, PORTER | I | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | D | Control |
| LUTCHER, FREDRIC, PORTER | I | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | D | Control |
| LUTCHER, FREDRIC, PORTER | I | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | D | Control |
| LUTCHER, FREDRIC, PORTER | I | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | D | Control |
| LUTCHER, FREDRIC, PORTER | I | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | D | Control |
| LUTCHER, FREDRIC, PORTER | I | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | D | Control |
| LUTCHER, FREDRIC, PORTER | I | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | D | Control |
| LUTCHER, FREDRIC, PORTER | I | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | D | Control |
| LUTCHER, FREDRIC, PORTER | I | MANAGING PARTNER | D | Control |
Registrations
Federal
IA
Mar 27, 2025 REGISTERED
Notice Filings (8)
AZ CA FL NH NJ NY PA TX
Address
3 THIRD STREETSUITE 215
BORDENTOWN, NJ 08505
United States
Phone: 609-452-2100