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Sandalwood Securities, Inc.

● SEC registered since 1992CRD 27240SEC# 801-42453Roseland, NJ
Export (members)
Ranks #2,902 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$840.7M
Fund GAV
$1.29B
Private funds
10
Employees
13
Accounts
9
Location
Roseland, NJ

Sandalwood Securities, Inc. assets under management

Sandalwood Securities, Inc. is an SEC-registered investment adviser based in Roseland, NJ. The firm has been registered since 1992. It reports $840.7 million in regulatory assets under management and employs 13 people. Sandalwood Securities, Inc. manages 10 private funds with combined gross assets of $1.3 billion, including Sandalwood Master Fund, LLC. By regulatory assets, it ranks 2,902 of 5,911 private fund managers.

Sandalwood Securities, Inc. private funds

10 funds · $1.29B GAV
FundTypeGross assetsMin.
Sandalwood Master Fund, LLCOther Private$450.2M$1M
Oxbridge Partners,lpOther Private$281.5M$1M
Sandalwood Private Partnership II, LPOther Private$280.5M$1M
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Sandalwood Securities, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Kenneth Michael ChappleChief Financial Officer/Chief Compliance OfficerUnder 5%2006
Martin Jeffrey Gross ControlPresidentOver 75%1990

Frequently asked questions

How much does Sandalwood Securities, Inc. manage?

Sandalwood Securities, Inc. reports $840.7 million in regulatory assets under management on its Form ADV.

How many private funds does Sandalwood Securities, Inc. manage?

Sandalwood Securities, Inc. manages 10 private funds with combined gross assets of $1.3 billion.

How many employees does Sandalwood Securities, Inc. have?

Sandalwood Securities, Inc. reports 13 employees.

Where is Sandalwood Securities, Inc. located?

Sandalwood Securities, Inc. is based in Roseland, NJ and has been SEC-registered since 1992.

Does Sandalwood Securities, Inc. disclose fund performance?

Sandalwood Securities, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address105 Eisenhower Parkway, Roseland, NJ 07068
Phone973-233-8800
Fax973-233-8801
Office hours9:00 a.m. To 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$840.7M
Non-discretionary$0
Total (RAUM)$840.7M

Service providers

Auditor
Custodian
Administrator