SANDALWOOD SECURITIES, INC.
Firm details
- Headquarters
- ROSELAND, New Jersey
- CRD number
- 27240
- Registered since
- October 1, 1992
- Website
- sandalwoodsecurities.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
Sandalwood Securities, Inc. is a corporate investment manager registered with the SEC since 1992 that operates primarily for institutional clients. The firm is classified as a hedge fund and other fund provider and is owned by an individual. Its advisory activity focuses on managing pooled investment vehicles and selecting third‑party advisers, and it performs sponsor/GP/CPO/CTA roles and serves as a managing member for pooled vehicles. Compensation is a mix of a percentage of assets under management and performance‑based fees. Sandalwood does not identify as an active ESG investor and is not reported as a multisate or newly formed adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1KENNETH CHAPPLE
Managing Director, Chief Financial OfficerCRD 5753896
Contacts
1 of 1MARTIN GROSS
Founder & PresidentCRD 715161
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ROSELAND, NJ
ESSEX
Location
ROSELAND, NJ
Headquartered in ROSELAND, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- ESSEX
- Address
- 105 Eisenhower Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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