We share a common goal with our investors to achieve good risk-adjusted returns that provide stability and repeatability in our portfolio.
We pursue this goal by investing with active managers of alternative investment strategies.
A Common Goal.
An Uncommon
Approach.
Opportunistic investing alongside our established family office portfolio.
About Us
Sandalwood Securities is a private investment firm that has successfully navigated through 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”).
Based on our experience, we have created an institutional portfolio for our family office, which includes handpicked alternative investment opportunities. Our platform allows our investment partners to build customized portfolios of experienced alternative asset managers and strategies alongside our family office's allocations.
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 established relationships creates opportunistic deal flow for select managers, under-the-radar opportunities, and closed/capacity-constrained funds.
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.
Sandalwood is the pathway to complementing
your portfolio for tomorrow.
Contact Sandalwood
News &
Insights
Stay on top of current news & historic perspectives from our team.
Oct 16, 2024| News
Alternatives still in demand despite bull market
Mar 11, 2024| Press
Sandalwood Investment Style Takes It Through Turbulent Times
Jan 26, 2024| Insights
Gross explains co-investing, shifting market trends
Nov 07, 2023| News
Private lending, real estate among family office priorities for 2024