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Sandalwood Securities
Sandalwood Securities is an SEC-registered investment adviser in Roseland, NJ, since 1992. The firm manages $930 million in assets. It has 11 employees and 4...
Sandalwood Securities
Sandalwood Securities is an SEC-registered investment adviser in Roseland, NJ, since 1992. The firm manages $930 million in assets. It has 11 employees and 4 investment advisers.
General information
Firm type
Family Office
Year founded
1990
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Roseland
Corporate office
Roseland, NJ, United States
Principals
Martin J. Gross
Founder & President
Joan L. Larson
Senior Advisor & Manager, Research Advisory
Kenneth M. Chapple, CPA
Chief Financial Officer, Head of Operational Due Diligence
Eric C. Taubenheim
Managing Director, Head of Manager Research
Richard W. Stockton, Jr.
Managing Director, Investor Relations Marketing
Kristina M. Walsh
Managing Director, Head of Strategic Development
Sector focus
Frequently asked questions
Who runs investment decisions at Sandalwood Securities?
Martin J. Gross founded the firm in 1990 and serves as President. Eric C. Taubenheim is Managing Director and Head of Manager Research, leading manager selection. Kenneth M. Chapple, CPA, serves as CFO and Head of Operational Due Diligence. The team's average tenure exceeds 10 years (per firm website).
Is Sandalwood Securities a single family office or a multi-family office?
The firm describes itself as a family office-led investment firm. It allocates capital for its own family office alongside high-net-worth individuals, family offices, multi-family offices, RIAs, endowments, and foundations. This structure blends elements of a single-family office and an asset manager.
What investment strategies does Sandalwood Securities focus on?
Sandalwood invests across alternative strategies including hedge funds, lending funds, private equity, venture capital, and real estate. It operates primarily through a fund-of-funds model, selecting external managers in each asset class (per firm website).
How does Sandalwood source proprietary deal flow?
The firm says its pipeline is enhanced by relationships and a selection process that can provide access to closed or capacity-constrained managers. It does not disclose specific co-investment partners or deal sources, but states it invests alongside its family office allocations.
Does Sandalwood Securities offer direct investments or only fund commitments?
Sandalwood offers funds investing in a range of asset classes, themes, and sectors. Investors have the option to select which offerings suit their needs. The firm does not publicly disclose whether it makes direct co-investments outside of pooled vehicles.
What type of reporting does Sandalwood provide to investors?
Sandalwood provides monthly or quarterly statements for all investments, plus quarterly letters discussing individual portfolio performance, attribution, sector activity, and market conditions (per firm website).
How is Sandalwood Securities structured to ensure alignment with investors?
The firm states it invests its own capital in the same funds offered to clients, a policy it calls 'eating our own cooking.' This co-investment structure is intended to align the family office's interests with external limited partners.
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