CRD: 107856
Tandem Capital Management, Inc.
$279.7M Total AUM
$279.7M Disc. AUM
14.2% 3Y CAGR
5 Employees
93 ADV. Clients
35 yrs Firm Age
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- Custodian
- Deutsche Bank · Fidelity/NFS · Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-01-1991
- Office Locations
- 1
Office Locations
50 Tice Boulevard Woodcliff Lake NJ
About Tandem Capital Management, Inc.
Tandem Capital Management is an established NJ-based fiduciary RIA providing personalized wealth management and financial planning for multigenerational families, retirees, women and young professionals. The team works directly with clients on lifecycle planning and portfolio construction, using ETF- and fund-based portfolios and some fixed income, with custody through Fidelity/NFS.
Team overview
57 AVG AGE
$93.2M AVG AUM / ADVISOR
$3.0M AVG AUM / CLIENT
19.7 yrs AVG TENURE
5 Employees
3 Advisory Reps
4 RIA Reps
35yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Accredited Investors
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
J
JEAN FONG SHENG
--
- CRD
- --
- Ownership
- 50% but less than 75%
Available
Available
Available
LAUREN LUAN WONG
MANAGING DIRECTOR, Principal
- CRD
- #1625123
- Ownership
- 25% but less than 50%
Available
Available
Available
Showing 2 of 4 owners & executives
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ASHEEM ASTHANA
Client Service Manager
- CRD
- #6473593
Available
Available
Available
W
William Chen
Senior Manager
- CRD
- #7531815
Available
Available
Available
Showing 2 of 6 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $279,681,162 | $3,007,324 |
| Non-Discretionary | $0 | -- |
| Total | $279,681,162 | $3,007,324 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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