Data / Investment advisers / Massachusetts / Sandia Investment Management LP
Sandia Investment Management LP, Boston, MA: $625 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Sandia Investment Management LP is an SEC registered investment adviser with its main office in Boston, Massachusetts and reports $625 million in regulatory assets under management in its Form ADV filed June 10, 2026. Its clients include pooled investment vehicles and corporations and other businesses. It is paid through a percentage of assets under management and performance based fees.
The request: Watch Sandia Investment Management LP (CRD number 311098): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 311098
- SEC file number
- 801-120856
- SEC status
- Approved, effective April 21, 2021
- Main office
- 201 Washington St Suite 2600, Boston, MA 02108
- Phone
- (516) 946-8207
- Website
- sandialp.com
- Regulatory AUM
- $625,412,805 in the Form ADV filed June 10, 2026
- Discretionary AUM
- $611,580,000
- Non discretionary AUM
- $13,832,805
- Accounts
- 10
- Employees
- 6, of which 5 give investment advice
- Form of organization
- Limited Partnership
- Paid through
- a percentage of assets under management, performance based fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 10, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 8 | $606.6 million |
| Corporations or other businesses | 2 | $18.8 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $625.4 million | March 31, 2026 |
| December 1, 2025 | $581.7 million | March 31, 2025 |
Other advisers in Boston
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Kaleidoscope Capital | Boston | $706.2 million | 3 | adviserinfo.sec.gov |
| Siharum Advisors, LLC | Boston | $687.5 million | Not listed | adviserinfo.sec.gov |
| Single Point Partners | Boston | $641.3 million | Not listed | adviserinfo.sec.gov |
| Timber Creek Capital Management, LLC | Boston | $636.8 million | Not listed | adviserinfo.sec.gov |
| Rose Park Advisors, LLC | Boston | $629.9 million | 7 | adviserinfo.sec.gov |
| Riverview Capital Advisers LLC | Boston | $624.1 million | Not listed | adviserinfo.sec.gov |
| Turas Capital Management | Boston | $613.5 million | 1 | adviserinfo.sec.gov |
| Hoopoe Advisors | Boston | $610 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Boston, MA
- Investment advisers in Massachusetts
- Advisers with $500 million to $1 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers serving corporations and other businesses
- Sandia Investment Management LP on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.