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INTANDEM CAPITAL PARTNERS, LP

NEW YORK, NY · CRD 288774 · IAPD ↗ · 646-930-1530

$2.68BRegulatory AUM
27Advisory reps
35Employees
0Clients
n/aPlanning clients
21Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

45
July 2026 — INTANDEM CAPITAL PARTNERS, LLC is now doing business as INTANDEM CAPITAL PARTNERS, LP.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
51
April 2025 — INTANDEM CAPITAL PARTNERS, LLC reported RAUM up 30% ($1.97B -> $2.56B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
April 2024 — INTANDEM CAPITAL PARTNERS, LLC reported RAUM up 30% ($1.51B -> $1.97B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
67
April 2024 — INTANDEM CAPITAL PARTNERS, LLC grew from 10 to 22 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.