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Adviser Profile

As of Date 03/31/2025
Adviser Type - Large advisory firm
Number of Employees 6 50.00%
of those in investment advisory functions 5 66.67%
Registration SEC, Approved, 04/21/2021
Other registrations (1)
Former registrations

SANDIA INVESTMENT MANAGEMENT LLC

AUM* 581,711,901 -29.65%
of that, discretionary 562,700,000 -27.99%
Private Fund GAV* 0 -100.00%
Avg Account Size 58,171,190 -57.79%
SMA’s Yes
Private Funds 0 1
Contact Info 617 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
790M 677M 564M 451M 339M 226M 113M
2021 2022 2023

Private Funds



Employees

Brochure Summary