# Tandem Investment Partners Tandem Investment Partners is a Bank / Wealth / Trust based in Bordentown, United States. ## Overview - **Organization type:** Bank / Wealth / Trust - **Headquarters:** Bordentown, United States - **Region:** North America - **Address:** Bordentown, NJ, United States - **Founded:** 2014 - **Assets under management:** Undisclosed - **Website:** tandeminvestment.com - **LinkedIn:** https://www.linkedin.com/company/99465023 ## Regulatory record - **CRD number:** 172309 - **SEC file number:** 801-121703 - **Registration status:** Registered - **Reports private funds:** No - **IAPD record:** https://adviserinfo.sec.gov/firm/summary/172309 ## About Founded in 2014, Tandem Investment Partners set up in Bordentown, New Jersey to provide investment advisory and wealth management services to a local client base spanning individuals, high-net-worth families, trusts, businesses, and institutions. The firm built its practice on retirement planning, direct portfolio management, and ongoing investment counsel — the core disciplines of a Main Street registered investment advisor. Rather than building proprietary investment products, Tandem structures client portfolios using a combination of directly managed securities and external third-party managers. The firm's investment posture spans traditional public-market asset classes typical of a conservative wealth manager: US equities, fixed income, and mutual fund or ETF allocations aimed at capital preservation and long-term accumulation. Tandem does not publicly emphasize private-market or alternative asset access — no disclosed venture, private equity, or direct real-estate positions. Its geographic focus remains domestic, serving families and small institutions in New Jersey and the surrounding Mid-Atlantic region. No named portfolio companies or co-investment partners are publicly available, consistent with a firm that primarily allocates client capital through fund vehicles and individual securities rather than direct deals. Tandem maintains a single office in Bordentown and has not disclosed team size or total assets under management. There are no known affiliated foundations, club membership networks, or parallel investment vehicles. The firm's public footprint is deliberately low, consistent with a practice that grows through local referrals and long-term client relationships rather than institutional marketing. No publicly reported transactions, promotions, or fund launches within the last 24 months establish a distinct recent operational shift. Structurally, Tandem Investment Partners differs from institutional-scale allocators by its independence and local embeddedness. As an unaffiliated RIA, it is not captive to a parent bank's product shelf or a broker-dealer's commission grid — a governance posture that allows it to select third-party managers and construct portfolios without internal product pressure. Succession planning and principal identity remain private; the firm's durability rests on the advisor-client relationship model common among small-practice RIAs serving multi-generational families. ## Questions ### Who runs investment decisions at Tandem Investment Partners? Tandem Investment Partners has not publicly disclosed the names of its founding principals or current investment committee members. The firm operates as a closely held registered investment advisor without publicly listed leadership on its website or regulatory filings beyond the required Form ADV. No named CEO, CIO, or managing partner has been identified through public record. ### Does Tandem Investment Partners make direct private investments or just use public-market strategies? The firm's disclosed investment services center on traditional portfolio management, retirement planning, and third-party manager selection across public-market asset classes. There is no public record of direct private-company investing, venture capital allocations, private equity co-investments, or direct real-estate acquisition through Tandem. ### What is Tandem Investment Partners' known posture on co-investments alongside external fund managers? Tandem has not disclosed any co-investment activity. The firm's model — building portfolios through directly managed accounts and external fund selection — does not publicly indicate participation in GP-led co-investment syndicates, club deals, or direct minority-stake transactions alongside institutional managers. ## Related profiles - [Tandem Financial](https://altss.com/profile/tandem-financial) - [Tandem Wealth Advisors](https://altss.com/profile/tandem-wealth-advisors) --- Last updated: 2026-06-03T20:00:00.000Z Canonical page: https://altss.com/profile/tandem-investment-partners Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology