← Tributary

SANDIA INVESTMENT MANAGEMENT LP

BOSTON, MA · CRD 311098 · IAPD ↗ · sandialp.com · (516) 946-8207

$625.4MRegulatory AUM
5Advisory reps
6Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

48
July 2026 — SANDIA INVESTMENT MANAGMENT LP is now doing business as SANDIA INVESTMENT MANAGEMENT LP.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
60
April 2025 — SANDIA INVESTMENT MANAGMENT LP grew from 3 to 5 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.