Sandalwood Securities, Inc.

RIASEC Registered
Total AUM
$930M
Discretionary
$930M
100% of AUM
Avg account
$116M
Accounts
8
Employees
11
Advisory reps
2

Firm details

Headquarters
Roseland, New Jersey
CRD number
27240
Registered since
October 1, 1992
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

FINTRX

Overview

Sandalwood Securities, Inc. is a corporation that operates as a fund provider and manager focused on institutional clients. The firm is registered with the SEC (registered in 1992) and combines percentage-of-AUM and performance-based fee arrangements. Its advisory work centers on managing pooled investment vehicles and selecting third‑party advisers; it also serves in roles such as sponsor, general partner, or managing member and has CPO/CTA affiliations. Sandalwood identifies as a hedge-fund/other-fund provider rather than a traditional RIA and does not position itself as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Kenneth Chapple

    Kenneth Chapple

    Managing Director, Chief Financial OfficerCRD 5753896

Contacts

1 of 1
  • Martin Gross

    Martin Gross

    Founder & PresidentCRD 715161

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth