RIA Intel›Advisers›New York›INTANDEM CAPITAL PARTNERS, LP

INTANDEM CAPITAL PARTNERS, LP

SEC RegisteredFund Manager

NEW YORK, NY

Data as of Aug 11, 2026 · Source: SEC Form ADV

Rank in NY

#964

of 5,734 advisers by AUM

AUM change, 1 year

0.0%

40th percentile in NY

AUM CAGR, 3 year

-2.9%

compound annual growth

Average account

$128M

across 24 accounts

AUM per adviser

$80M

35 advisers

Filing history

11

filings since 2018

Source: SEC Form ADV. Figures as filed Aug 31, 2026.

Total AUM

$2.7B

1-Year AUM Growth

0.0%

3-Year CAGR

-2.9%

Employees

27

Assets Under Management

Total AUM$2.7B

Discretionary AUM$2.7B

Non-Discretionary AUM$0

Discretionary %100%

Total Clients20

Team

Total Employees27

Investment Advisers35

Employee Growth (1Y)+4.5%

Private Funds

Number of Private Funds17

Fund-level detail: strategies, gross assets and individual fund records

Included with Intelligence →

Filing History

Total Filings on Record11

First FilingJun 25, 2018

Latest FilingAug 11, 2026

Full AUM trend chart and 11 historical filings spanning 8+ years

Included with Pro →

Registration

SEC RegisteredYes

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNY

Succession Risk

Moderate risk

Composite band across five pillars

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

48th percentile

Composite rank among NY advisers

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

9 on record

From SEC Schedule A/B filings

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

20 clients

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

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Closest by assets under management. All figures from Form ADV.

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Counts advisers in New York reporting AUM on their latest Form ADV.

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