SANDALWOOD SECURITIES, INC.

SANDALWOOD SECURITIES, INC. of ROSELAND, NJ is an SEC-registered investment adviser (CRD 27240). Regulatory assets under management: $930.2M.

Registration

Business model

Compensation: % of AUM, Performance.

Clients served: Charities, Investment cos.

Officers, owners & control persons (12)

NameRoleLocation
Martin Jeffrey GrossPRESIDENT
Kenneth Michael ChappleCHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER
Thomas Richard OswaldCHIEF COMPLIANCE OFFICER
GROSS MARTIN JEFFREYPRESIDENT; PRESIDENT /CHIEF COMPLIANCE OFFICER
CHAPPLE KENNETH MICHAELCHIEF FINANCIAL OFFICER
VAN BESIEN STEPHEN MCHIEF OPERATIONS OFFICER
OSWALD THOMAS RICHARDCHIEF COMPLIANCE OFFICER
GROSS SHARONSHAREHOLDER
GROSS DALITSHAREHOLDER
GROSS MICHALSHAREHOLDERS
LARSON JOAN LITTERSTDIRECTOR OF MANAGER RESEARCH
MESWANI MIHIRCHIEF PORTFOLIO STRATEGIST

Private funds (9)

Other Private Fund: 8 · Hedge Fund: 1

FundTypeFormedOwnersGross asset valueMin investment
SANDALWOOD MASTER FUND, LLCOther Private FundDelaware6$441.9M$1.0M
SANDALWOOD PRIVATE PARTNERSHIP II, LPOther Private FundDelaware232$376.0M$1.0M
OXBRIDGE PARTNERS,LPOther Private FundDelaware200$302.9M$1.0M
BODLEIAN PARTNERS B,LPOther Private FundNew Jersey98$120.0M$1.0M
SANDALWOOD DEBT FUND B LPOther Private FundNew Jersey31$46.4M$1.0M
SANDALWOOD SPECIAL CREDIT OPPORTUNITIES FUND LPHedge FundDelaware39$35.5M$1.0M
BODLEIAN PARTNERS A, LPOther Private FundDelaware29$24.5M$1.0M
SANDALWOOD DEBT TRADERS FUND LPOther Private FundDelaware68$22.9M$1.0M
SANDALWOOD OVERSEAS FUND SPC LTDOther Private FundCayman Islands2$2.0M$1.0M

Branch offices (2)

CityStateEmployeesPhone
WEST PALM BEACHFL19732338800
WEST PALM BEACHFL19732338800

Fund service providers (2)

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