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Sandia Investment Managment LP

● SEC registered since 2021CRD 311098SEC# 801-120856Boston, MA
Export (members)
Reg. AUM
$581.7M
Employees
6
Accounts
10
Location
Boston, MA

Sandia Investment Managment LP assets under management

Sandia Investment Managment LP operates as an SEC-registered investment adviser based in Boston, MA. The firm has been registered since 2021. It reports $581.7 million in regulatory assets under management and employs 6 people.
sandialp.comView on SEC.gov ↗

Sandia Investment Managment LP owners & executives

4 reported
NameTitleOwnershipSince
Andrew Gottschalk Bail ControlPortfolio Manager And Limited Partner25-50%2021
Henry K Wilson ControlPresident And Limited Partner10-25%2021
Thomas James Cagna ControlCco, Coo, And Cfo5-10%2021
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Frequently asked questions

How much does Sandia Investment Managment LP manage?

Sandia Investment Managment LP reports $581.7 million in regulatory assets under management on its Form ADV.

How many employees does Sandia Investment Managment LP have?

Sandia Investment Managment LP reports 6 employees.

Where is Sandia Investment Managment LP located?

Sandia Investment Managment LP is based in Boston, MA and has been SEC-registered since 2021.

Does Sandia Investment Managment LP disclose fund performance?

Sandia Investment Managment LP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address201 Washington St, Suite 2600, Boston, MA 02108
Phone(516) 946-8207
Office hours8:00 a.m. - 5:30 p.m.
SEC regionBoston Regional Office (BRO)
CIK1880562
Discloses disciplinary historyNo

Assets under management

Discretionary$562.7M
Non-discretionary$19M
Total (RAUM)$581.7M