Tandem Investment Advisors Inc

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Portfolios
Track firms over time with portfolios. Click on the
to add to a portfolio.
List of Funds
Asset Managers in Boston
PE Firms in Boston
Hedge Funds in Boston
CalPERS Portfolio
NYSCRF Portfolio
MD SRPS Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
CAFR Data
Tandem Investment Advisors Inc
CRD #109392
SEC #801-57846
CIK #
AUM $575.5 MM (100% Disc, 93% US)
Employees7 (57% Investors, 0% Brokers)
Phone843-720-3413
Address145 King Street
Charleston, SC 29401-2229
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
58046434823211602000200620132020
Sector Holding Cap ($MM) Value ($MM)
ABT136,670.021.8
ABBV115,170.017.6
FDS8,880.015.2
BRO8,160.015.1
WBA57,250.015.0
DG31,470.014.1
CVS69,720.013.8
D61,000.013.7
RSG25,240.013.4
NNN8,530.013.3
View All
Holdings by Sector ($)
0.40.30.20.20.10.02017201820192020
Comparable Firms State AUM ($BB)
Independence Trust Company
TN 0.6
Pilotage Private Wealth AG
0.6
Robert Fleming Inc
NY 0.6
Founding Partners Capital Management Company
FL 0.6
First Niagara Bank
NY 0.6
Horan Capital Management LLC
MD 0.6
Founders Financial Network LLC
CA 0.6
SBK Financial Inc
VA 0.6
POWE Capital Management LLP
0.6
W S Griffith & Co Inc
CT 0.6
Terms of Service | Privacy Policy | User Guide
tony@aum13f.com