Private fund adviser · Boston, MA
Sandia Investment Management LP
SEC-registered investment adviser · CRD 311098 · SEC 801-120856
At a glance
Sandia Investment Management LP is an SEC-registered investment adviser based in Boston, Massachusetts, with $625 million in regulatory assets under management as of its Form ADV filed June 10, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 2,786th of 4,686 private fund advisers and 6,949th of 17,210 SEC-registered advisers by assets.
Main office 516-946-8207sandialp.comAs filed on Form ADV
- Regulatory AUM
- $625M
- Rank among private fund advisers
- #2,786 of 4,686
- Rank among all SEC RIAs
- #6,949 of 17,210
- Rank in Massachusetts
- #358 of 627
- Clients
- 10
- Accounts
- 10
- Discretionary
- 98% of AUM
- Employees
- 6
- Advisory staff
- 5
- Offices
- 1
Owners and executives on its Form ADV
- Timothy J. SichlerLimited Partner, CCO, & CIO
- Andrew G. BailPortfolio Manager and Limited Partner
- Henry K WilsonPresident and Limited Partner
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 8 | $607M | 97% |
| Corporations or other businesses | 2 | $19M | 3% |
Disciplinary disclosures
Sandia Investment Management LP reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗sandialp.com ↗
AtlasMembers
The full record on Sandia Investment Management LP
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 4 years of filings
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- Growth over one, three and five years
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- Rank against 2,274 peers of its type and size
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- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 2Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Sandia Investment Management LP manage?
Sandia Investment Management LP reports $625 million in regulatory assets under management across 10 accounts, 98% of it on a discretionary basis, on its Form ADV filed June 10, 2026.
What kind of firm is Sandia Investment Management LP?
Sandia Investment Management LP is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are Sandia Investment Management LP’s clients?
By assets, its largest client types are pooled investment vehicles ($607 million, 8 clients); corporations or other businesses ($19 million, 2 clients).
Does Sandia Investment Management LP have any disciplinary history?
Sandia Investment Management LP reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Sandia Investment Management LP’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-06-10), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →