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 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
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 1
Kenneth Chapple
Managing Director, Chief Financial OfficerCRD 5753896
Contacts
1 of 1
Martin 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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