Data sourced from SEC Form ADV filed March 30, 2026
Overview
Headquarters
Woodcliff Lake, NJ
Total Firm Assets
$280 million
Average High-Net-Worth Client Portfolio Size
$3.3 million
Stated Minimum Account Size
$1,000,000
Fee Disclosure
Source: TANDEM CAPITAL MANAGEMENT FORM ADV PART 2A MARCH 31, 2025 (2025-03-31)
· View brochure text Latest filing: TANDEM CAPITAL MANAGEMENT FORM ADV PART 2B (2026-03-30)
· View brochure text
Min
Max
Disclosed Annual Rate
$0
$2,000,000
0.80%
$2,000,001
and above
0.60%
Estimated Annual Advisory Fees
Portfolio Value
Estimated Annual Fee
Effective Fee Rate
$1 million
$8,000
0.80%
$5 million
$34,000
0.68%
$10 million
$64,000
0.64%
$50 million
$304,000
0.61%
$100 million
$604,000
0.60%
Actual fees may vary; other investment costs may apply.
Clients
High-Net-Worth Share of Firm Assets
84.54%
Number of High-Net-Worth Clients
72
Total Client Accounts
93
Discretionary Accounts
93
Services Offered
Services:
Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Regulatory Filings
SEC CRD Number
107856
TANDEM CAPITAL MANAGEMENT FORM ADV PART 2B (2026-03-30)
· View brochure text
TANDEM CAPITAL MANAGEMENT FORM ADV PART 2A MARCH 31, 2025 (2025-03-31)
(fee schedule source)
· View brochure text
Tandem Capital Management, Inc.'s Form ADV discloses 0.80% on the first $2 million and 0.60% on assets above $2 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #107856), Tandem Capital Management, Inc. is subject to fiduciary duty under federal law.
Tandem Capital Management, Inc. is headquartered in WOODCLIFF LAKE, NJ.
Tandem Capital Management, Inc. serves 72 high-net-worth clients according to their SEC filing dated March 30, 2026. View client details ↓
According to their SEC Form ADV, Tandem Capital Management, Inc. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
Tandem Capital Management, Inc. manages $280 million in client assets according to their SEC filing dated March 30, 2026.
According to their SEC Form ADV, Tandem Capital Management, Inc. serves high-net-worth individuals and institutional clients. View client details ↓