Tandem Capital Management Corp
- Regulatory AUM
- $280M
- Discretionary
- $280M
- Clients
- 93
- Avg AUM / client
- $3.0M
- Accounts
- 93
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Investments (13F portfolio — 110 positions, $199,726,200)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Ge Aerospace | COM NEW | $9,312,480 | 32,817 | 4.66% | 3.33% |
| 2 | Alphabet Inc | CAP STK CL A | $9,207,671 | 32,020 | 4.61% | 3.29% |
| 3 | Microsoft Corp | COM | $8,408,412 | 22,715 | 4.21% | 3.01% |
| 4 | Ge Vernova Inc | COM | $7,941,644 | 9,098 | 3.98% | 2.84% |
| 5 | Brookfield Wealth Sol Ltd | CL A EXCHANGEAB | $6,229,665 | 150,475 | 3.12% | 2.23% |
| 6 | Applied Matls Inc | COM | $5,565,025 | 16,282 | 2.79% | 1.99% |
| 7 | Meta Platforms Inc | CL A | $5,199,517 | 9,088 | 2.6% | 1.86% |
| 8 | Apple Inc | COM | $4,932,087 | 19,434 | 2.47% | 1.76% |
| 9 | Jpmorgan Chase & Co | COM | $4,771,864 | 16,222 | 2.39% | 1.71% |
| 10 | Eaton Corp Plc | SHS | $4,718,740 | 13,193 | 2.36% | 1.69% |
| 11 | Alphabet Inc | CAP STK CL C | $4,673,236 | 16,291 | 2.34% | 1.67% |
| 12 | Stryker Corporation | COM | $4,671,893 | 14,218 | 2.34% | 1.67% |
| 13 | Schwab Charles Corp | COM | $4,421,571 | 47,048 | 2.21% | 1.58% |
| 14 | Jones Lang Lasalle Inc | COM | $3,976,549 | 13,067 | 1.99% | 1.42% |
| 15 | Marvell Technology Inc | COM | $3,558,867 | 35,930 | 1.78% | 1.27% |
| 16 | Boston Scientific Corp | COM | $3,210,918 | 51,170 | 1.61% | 1.15% |
| 17 | Uber Technologies Inc | COM | $3,131,904 | 43,541 | 1.57% | 1.12% |
| 18 | Alibaba Group Hldg Ltd | SPONSORED ADS | $3,099,364 | 24,704 | 1.55% | 1.11% |
| 19 | Boeing Co | COM | $3,044,562 | 15,297 | 1.52% | 1.09% |
| 20 | Abbott Laboratories | COM | $3,012,627 | 29,343 | 1.51% | 1.08% |
| 21 | Danaher Corp Del | COM | $2,919,700 | 15,399 | 1.46% | 1.04% |
| 22 | L3 Harris Technologies Inc | COM | $2,872,338 | 8,322 | 1.44% | 1.03% |
| 23 | Versant Media Group Inc | COM CL A | $2,805,376 | 75,780 | 1.4% | 1.0% |
| 24 | Ge Healthcare Technologies I | COMMON STOCK | $2,772,390 | 38,949 | 1.39% | 0.99% |
| 25 | Amazon Com Inc | COM | $2,767,908 | 13,290 | 1.39% | 0.99% |
Top 25 of 110 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 12 | $7.2M | 2.58% |
| High net worth individuals | 72 | $236M | 84.5% |
| Pension and profit sharing plans | 4 | $15.1M | 5.41% |
| Corporations and other businesses | 5 | $20.9M | 7.47% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kent G. Sheng | President/Chief Investment Officer | CFA | Mar 1991 (35y) | 10% – 25% |
| Sheng, Jean, Fong | Board Secretary | Mar 1991 (35y) | 50% – 75% | |
| Young, Phualin | Chief Compliance Officer | Feb 2004 (23y) | Less than 5% | |
| Lauren Luan Wong | Managing Director | CFA | Jan 2007 (20y) | 25% – 50% |
| Asheem Asthana | Registered representative | Aug 2017 (9y) | ||
| William Chen | Registered representative | Oct 2022 (4y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 973 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- National Financial Services (Fidelity) $241M (86% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗