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SANDIA INVESTMENT MANAGEMENT LP
CRD 311098File 801-120856
APPROVED
Filing as of Jun 10, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | AUM | $581,711,901 | $625,412,805 | increased by$43,700,904 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 4 | 6 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Custody | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 6 | 10 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $833,875,000 | $581,711,901 | decreased by$252,163,099 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 6 | 10 | increased by4 |
| Apr 1, 2022 | Employees | 1 | 4 | increased by3 |
| Apr 1, 2022 | Custody | No | Yes | |
| Apr 1, 2022 | Clients | 2 | 6 | increased by4 |
| Apr 1, 2022 | AUM | $115,000,000 | $833,875,000 | increased by$718,875,000 |
| Apr 1, 2022 | Accounts | 2 | 6 | increased by4 |
| May 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SANDIA INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SANDIA INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
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.