CRD: 172309
Tandem Investment Partners, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-25-2014
- Office Locations
- 3
Office Locations
About Tandem Investment Partners, LLC
Tandem Investment Partners is an independent RIA providing financial planning, advisory, and investment management for individuals, families, trusts, and businesses (typically $400k+ investable), alongside institutional clients such as hospitals, local governments, and small-business retirement plans. With offices in NJ/PA/AZ and clients nationwide, the firm builds portfolios using ETFs and fixed income and custodians with Charles Schwab.
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Client Personas
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Investment Themes
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Owner & Executives
THOMAS JUDE D'AURIA
Managing Partner
- CRD
- #2835589
- Ownership
- 75% or more
Nicholas William D'Auria
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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CALEB WAYNE LENNON
Director
- CRD
- #2996886
BARBARA JEAN TWEEDY
Vice President
- CRD
- #2618152
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $200,199,645 | $422,362 |
| Non-Discretionary | $0 | -- |
| Total | $200,199,645 | $422,362 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 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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