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SANDIA INVESTMENT MANAGEMENT LP
CRD 311098File 801-120856
APPROVED
Filing as of Jun 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$625.4M
Above cohort median (national)
Discretionary AUM
$611.6M
Non-discretionary $13.8M
Clients
10
10 accounts
Employees
6
Below cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Apr 21, 2021
- Principal office
- 201 WASHINGTON ST, SUITE 2600, BOSTON, MA, 02108
- Phone
- (516) 946-8207
- Website
- https://sandialp.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $625.4M
- Discretionary AUM
- $611.6M
- Non-discretionary AUM
- $13.8M
- Discretionary accounts
- 9
- Non-discretionary accounts
- 1
- Total accounts
- 10
- AUM per client
- $62.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $18.8M |
| Pooled investment vehicles | 8 | $606.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.