TANDEM INVESTMENT ADVISORS, INC.

HTTP://WWW.TANDEMADVISORS.COM CHARLESTON, SC Investment Advisor How do I update this listing?

Tandem Investment Advisors is based out of Charleston. Tandem Investment Advisors is a large advisory firm with 2100 clients and discretionary assets under management (AUM) of $848,990,738 (Form ADV from 2020-08-03). Their last reported 13F filing for Q2 2020 included $741,421,000 in managed 13F securities and a top 10 holdings concentration of 42.22%. Tandem Investment Advisors's largest holding is FactSet Research Systems Inc with shares held of 121,327. Tandem Investment Advisors has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 15 13F filings

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06/30/2020

13F Activity

  • Market Value $741.421 Million
  • Prior Market Value $673.488 Million
  • New Purchases8 stocks
  • Additional Purchases43 stocks
  • Sold out of4 stocks
  • Reduced holdings in13 stocks
  • Top 10 Holdings % 42.22 %
  • Turnover % [1]:17.91%
  • Turnover Alt % [2]: 11.07 %
  • Time Held Top20:7.05 quarters
  • Time Held Top10:4.50 quarters
  • Time Held All:9.70 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 19.27%
Performance Last 4 Quarters: 3.92%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

TANDEM INVESTMENT ADVISORS INC
145 KING STREET SUITE 400
CHARLESTON SC    29401-2229
Country: United States

Business Phone: 843-720-3413
Fax: 843-720-3417
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: VA
Number of employees: 8
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities:
Total Number of Clients: 2100
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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Form 4 - Recent Insider Transactions

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TANDEM INVESTMENT ADVISORS INC

ownership team - last updated 2020-05-11
Name Title Start Date Direct/Indirect % Ownership
CAREW, JOHN, BRIAN PRESIDENT 10/01/1990 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
TANDEM INVESTMENT ADVISORS INC PRESIDENT, CHIEF COMPLIANCE OFFICER direct 1990-10-01
TANDEM INVESTMENT ADVISORS INC PRESIDENT direct 1990-10-01 2005-04-01
LITTLE, WILLIAM, LEO VICE PRESIDENT 03/01/2009 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
TANDEM INVESTMENT ADVISORS INC VICE PRESIDENT direct 2009-03-01
CAREW, ANN, B. SECRETARY/TREASURER 10/01/1994 Direct less than 5%
Fund Name Position direct/indirect start date end date
TANDEM INVESTMENT ADVISORS INC SECRETARY/TREASURER direct 1994-10-01
COSTENBADER, WALTER, RUSSELL CHIEF COMPLIANCE OFFICER 01/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
WEBSTER INVESTMENT SERVICES, INC. VP/CCO/FINOP direct 1999-09-01
SIGNALPOINT ASSET MANAGEMENT LLC CHIEF COMPLIANCE OFFICER direct 2015-02-01
SPEARHEAD CAPITAL ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2016-11-01
PRIVATE CLIENT SERVICES, LLC CFO/FINOP direct 2009-08-01 2011-02-22
CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC CHIEF COMPLAINCE OFFICER direct 2014-09-01 2015-03-31
DESTRA CAPITAL ADVISORS LLC CHIEF COMPLIANCE OFFICER direct 2014-11-01 2016-12-12
PORTER WHITE INVESTMENT ADVISORS, INC. CCO direct 2014-10-01 2017-06-21

TANDEM INVESTMENT ADVISORS INC

ownership team - last updated 2020-03-27
Name Title Start Date Direct/Indirect % Ownership

TANDEM INVESTMENT ADVISORS INC

ownership team - last updated 2019-03-29
Name Title Start Date Direct/Indirect % Ownership
CAREW, JOHN, BRIAN PRESIDENT 10/01/1990 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
TANDEM INVESTMENT ADVISORS INC PRESIDENT, CHIEF COMPLIANCE OFFICER direct 1990-10-01
TANDEM INVESTMENT ADVISORS INC PRESIDENT direct 1990-10-01 2005-04-01
LITTLE, WILLIAM, LEO VICE PRESIDENT 03/01/2009 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
TANDEM INVESTMENT ADVISORS INC VICE PRESIDENT direct 2009-03-01
CAREW, ANN, B. SECRETARY/TREASURER 10/01/1994 Direct less than 5%
Fund Name Position direct/indirect start date end date
TANDEM INVESTMENT ADVISORS INC SECRETARY/TREASURER direct 1994-10-01
COSTENBADER, WALTER, RUSSELL CHIEF COMPLIANCE OFFICER 01/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
WEBSTER INVESTMENT SERVICES, INC. VP/CCO/FINOP direct 1999-09-01
SIGNALPOINT ASSET MANAGEMENT LLC CHIEF COMPLIANCE OFFICER direct 2015-02-01
SPEARHEAD CAPITAL ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2016-11-01
PRIVATE CLIENT SERVICES, LLC CFO/FINOP direct 2009-08-01 2011-02-22
CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC CHIEF COMPLAINCE OFFICER direct 2014-09-01 2015-03-31
DESTRA CAPITAL ADVISORS LLC CHIEF COMPLIANCE OFFICER direct 2014-11-01 2016-12-12
PORTER WHITE INVESTMENT ADVISORS, INC. CCO direct 2014-10-01 2017-06-21

TANDEM INVESTMENT ADVISORS INC

ownership team - last updated 2018-10-17
Name Title Start Date Direct/Indirect % Ownership
CAREW, JOHN, BRIAN PRESIDENT, CHIEF COMPLIANCE OFFICER 10/01/1990 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
TANDEM INVESTMENT ADVISORS INC PRESIDENT, CHIEF COMPLIANCE OFFICER direct 1990-10-01
TANDEM INVESTMENT ADVISORS INC PRESIDENT direct 1990-10-01 2005-04-01
LITTLE, WILLIAM, LEO VICE PRESIDENT 03/01/2009 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
TANDEM INVESTMENT ADVISORS INC VICE PRESIDENT direct 2009-03-01
CAREW, ANN, B. SECRETARY/TREASURER 10/01/1994 Direct less than 5%
Fund Name Position direct/indirect start date end date
TANDEM INVESTMENT ADVISORS INC SECRETARY/TREASURER direct 1994-10-01

TANDEM INVESTMENT ADVISORS INC

ownership team - last updated 2017-11-15
Name Title Start Date Direct/Indirect % Ownership
CAREW, JOHN, BRIAN PRESIDENT, CHIEF COMPLIANCE OFFICER 10/01/1990 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
TANDEM INVESTMENT ADVISORS INC PRESIDENT, CHIEF COMPLIANCE OFFICER direct 1990-10-01
TANDEM INVESTMENT ADVISORS INC PRESIDENT direct 1990-10-01 2005-04-01
LITTLE, WILLIAM, LEO VICE PRESIDENT 03/01/2009 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
TANDEM INVESTMENT ADVISORS INC VICE PRESIDENT direct 2009-03-01
CAREW, ANN, B. SECRETARY/TREASURER 10/01/1994 Direct less than 5%
Fund Name Position direct/indirect start date end date
TANDEM INVESTMENT ADVISORS INC SECRETARY/TREASURER direct 1994-10-01

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