# Tandem Investment Advisors

Tandem Investment Advisors is an Asset Manager based in Charleston, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Charleston, United States
- **Region:** North America
- **Address:** Charleston, SC, United States
- **Founded:** 1990
- **Assets under management:** $3B+ (Altss estimate)
- **Website:** tandemadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/tandem-investment-advisors-inc-

## Regulatory record

- **CRD number:** 109392
- **SEC file number:** 801-57846
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-12T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/109392

## About

Tandem Investment Advisors is an SEC-registered investment adviser in Charleston, SC, registered since 2000. The firm manages $3.5 billion in regulatory assets. It has 18 employees and 4 investment advisers.

## Sectors

- Enterprise Software
- Financials
- Healthcare Services
- Industrial Tech
- Private Credit

## People

- John B. Carew — President, CEO and 59% Owner
- William L. Little, Jr. — Co-CIO, CFO and 27% Owner
- Benjamin G. Carew — Co-CIO and 9% Owner

## Questions

### Who makes investment decisions at Tandem?

The three-person Investment Team — John B. Carew (President and CEO), William L. Little, Jr. (Co-CIO and CFO), and Benjamin G. Carew (Co-CIO) — collectively reviews the output of Tandem's proprietary quantitative ratio and implements action. Decisions follow a strict five-action discipline: Buy, Add, Hold, Trim, or Liquidate. The process is designed to exclude discretionary overrides.

### Does Tandem participate in fund commitments or only manage separate accounts?

Tandem operates exclusively as a long-only US equity manager distributing its strategies through separately managed accounts (SMAs) to more than 1,000 financial advisor partners. The firm does not manage commingled vehicles or fund structures. Its investment discipline remains confined to public equities across Large Cap Core, Mid Cap Core, and a broader Equity Strategy.

### How is Tandem's ownership structured?

Tandem is tightly held by three individuals: John B. Carew owns 59%, William L. Little, Jr. holds 27%, and Benjamin G. Carew — a family member of John Carew — holds 9%. Additional family members own the remaining 5% in minority stakes. This ownership concentration puts strategic control with the same three people who run the investment process day-to-day.

### What is Tandem's posture on portfolio volatility and downside capture?

Tandem explicitly targets low volatility of returns and low downside capture versus the broad US equity market. The firm states it aims to deliver a more consistent, repeatable and less volatile experience than the market (per the firm). The willingness to hold cash when its quantitative ratio finds no attractively valued stocks is a core feature of this posture.

### Where does Tandem's name originate?

Tandem was founded in 1990 at Tandem Farm in Charlottesville, Virginia, giving the firm its name (per the firm). The headquarters later moved to Charleston, South Carolina in 2007, where the firm remains based.

## Related profiles

- [Takeoff Partners](https://altss.com/profile/takeoff-partners)
- [Target Partners](https://altss.com/profile/target-partners)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/tandem-investment-advisors

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