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Sandalwood Securities, Inc.

● SEC registered since 1992CRD 27240SEC# 801-42453Roseland, NJ
Export (members)
Ranks #3,093 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$930.2M
Fund GAV
$1.37B
Private funds
9
Employees
11
Accounts
8
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 $930.2 million in regulatory assets under management and employs 11 people. Sandalwood Securities, Inc. manages 9 private funds with combined gross assets of $1.4 billion, including Sandalwood Master Fund, LLC. By regulatory assets, it ranks 3,093 of 6,004 private fund managers.

Sandalwood Securities, Inc. private funds

9 funds · $1.37B GAV
FundTypeGross assetsMin.
Sandalwood Master Fund, LLCOther Private$441.9M$1M
Sandalwood Private Partnership II, LPOther Private$376M$1M
Oxbridge Partners,lpOther Private$302.9M$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 $930.2 million in regulatory assets under management on its Form ADV.

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

Sandalwood Securities, Inc. manages 9 private funds with combined gross assets of $1.4 billion.

How many employees does Sandalwood Securities, Inc. have?

Sandalwood Securities, Inc. reports 11 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

Regulatory AUM

$930.2M▲ 11%
Mar '25 — $840.7MApr '25 — $840.7MMay '25 — $840.7MJun '25 — $840.7MJul '25 — $840.7MAug '25 — $840.7MSep '25 — $840.7MOct '25 — $840.7MNov '25 — $840.7MDec '25 — $840.7MJan '26 — $840.7MFeb '26 — $840.7MMar '26 — $930.2MApr '26 — $930.2MMay '26 — $930.2MJun '26 — $930.2M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 34%
Larger than 66% of 16,271 advisers
AUM vs fund managersTop 51%
Larger than 49% of 6,004 private-fund managers
Number of fundsTop 27%
More funds than 73% of fund managers
EmployeesTop 38%
More than 62% of 16,825 advisers

Assets under management

$930.2Mregulatory AUM
Discretionary $930.2M

Fund type mix

Other Private8
Hedge1

Service providers

Auditor
Custodian
Administrator