We share a common goal with our investors: to pursue attractive risk-adjusted returns over time.
We pursue this goal by investing with active managers of alternative investment strategies.
A Common Goal.
An Uncommon
Approach.
Alternative investing alongside our principals’ own capital.
About Us
Sandalwood Securities is a private investment firm that has navigated more than three decades of market cycles and various investment environments for fund investors that include high-net-worth individuals, family offices, multi-family offices, registered investment advisors, endowments, and foundations (“investment partners”).
Sandalwood’s principals invest their own capital in substantially all of the Funds we manage. Our platform allows investors to build portfolios of experienced alternative asset managers and strategies, investing alongside our principals.
Our investors benefit
directly from our:
Family Office Mindset
Due Diligence Process
Manager Selection
Expedient Structure
We look to identify differentiated investments.
Our process and network of relationships may, in some cases, provide access to managers or funds with limited capacity.
We seek to construct an optimal portfolio.
Sandalwood offers funds investing in a range of asset classes, themes, and sectors, which investors may use to create a diversified portfolio of private investments.
We are committed to communicate with clarity.
We provide monthly/quarterly statements for all Sandalwood investments. In addition to monthly or quarterly reports, Sandalwood investors receive quarterly letters which discuss their individual investments; highlighting performance, attribution, sector activity and market conditions.
News &
Insights
Stay on top of current news & historic perspectives from our team.
Jun 10, 2025| News
Moody’s Sounds Alarm on Private Funds for Individuals
May 29, 2025| News
Private markets are a hot new sector for retail investors. What to know before you dive in
Feb 10, 2025| News
Sandalwood family office platform brings over three decades in alts into focus
Jan 13, 2025| News
Adjusted for Risk: Setting Expectations For Alternative Investments