Sandalwood Securities, Inc.

Overview

Sandalwood Securities, Inc. is a family office-led investment firm based in Roseland, New Jersey, specializing in alternative investments. Founded in 1990, the firm has over three decades of experience in the financial industry, offering a diversified institutional portfolio to its investors. Sandalwood focuses on a range of alternative investment strategies, including hedge funds, lending funds, real estate, private equity, and venture capital. By allocating capital alongside its family office, Sandalwood enables investors to build customized portfolios with experienced managers specializing in these alternative strategies. The firm's investment approach is characterized by a family office mindset, emphasizing long-term value creation and alignment of interests. Sandalwood's institutional due diligence process ensures thorough evaluation of investment opportunities, while its expedient structure allows for efficient decision-making and execution. The firm provides access to top managers and seeks to identify differentiated investments through its extensive network and established relationships. This approach creates opportunistic deal flow for select managers and access to under-the-radar opportunities and closed or capacity-constrained funds. Sandalwood is committed to clear communication with its investors, providing monthly or quarterly statements and quarterly letters that discuss individual investments, highlighting performance, attribution, sector activity, and market conditions. This transparency reflects the firm's dedication to achieving good risk-adjusted returns that provide stability and repeatability in its portfolio. Sandalwood's investment philosophy centers on constructing optimal portfolios by offering funds investing in a range of asset classes, themes, and sectors, enabling investors to create diversified portfolios of private investments. Sandalwood Securities, Inc. is a family office-led investment firm based in Roseland, New Jersey, specializing in alternative investments. Founded in 1990, the firm has over three decades of experience in the financial industry, offering a diversified institutional portfolio to its investors. Sandalwood focuses on a range of alternative investment strategies, including hedge funds, lending funds, real estate, private equity, and venture capital. By allocating capital alongside its family office, Sandalwood enables investors to build customized portfolios with experienced managers specializing in these alternative strategies. The firm's investment approach is characterized by a family office mindset, emphasizing long-term value creation and alignment of interests. Sandalwood's institutional due diligence process ensures thorough evaluation of investment opportunities, while its expedient structure allows for efficient decision-making and execution. The firm provides access to top managers and seeks to identify differentiated investments through its extensive network and established relationships. This approach creates opportunistic deal flow for select managers and access to under-the-radar opportunities and closed or capacity-constrained funds. Sandalwood is committed to clear communication with its investors, providing monthly or quarterly statements and quarterly letters that discuss individual investments, highlighting performance, attribution, sector activity, and market conditions. This transparency reflects the firm's dedication to achieving good risk-adjusted returns that provide stability and repeatability in its portfolio. Sandalwood's investment philosophy centers on constructing optimal portfolios by offering funds investing in a range of asset classes, themes, and sectors, enabling investors to create diversified portfolios of private investments.

Investment Focus

• Accredited Investors
• Institutional Investors
• High-Net-Worth Individuals
• Family Offices
• Endowments
• Foundations
• Registered Investment Advisors

Portfolio Companies