SANDIA INVESTMENT MANAGMENT LP

201 Washington St
Suite 2600
Boston, Massachusetts 02108
Tel: 516-946-8207

About SANDIA INVESTMENT MANAGMENT LP

SANDIA INVESTMENT MANAGMENT LP, formally registered with the SEC as SANDIA INVESTMENT MANAGMENT LP. The firm was established in 04/21/2021. They have over 1 offices throughout the country.

SANDIA INVESTMENT MANAGMENT LP is a Boston, Massachusetts based Financial Planning firm with nearly $634,989,869 assets under management, offering retirement planning & investment advisory services to 7 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	311098
SEC#	801-120856
Assets Managed by Firm	$634,989,869
No. of Clients	7
No. of Advisors	4

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	7	$634,989,869
Other investment advisers	1	$9,369,141
Corporations or other businesses	1	$35,389,869

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