We share a common goal with our investors to achieve solid risk-adjusted returns that provide stability and repeatability in our portfolio.
We pursue this goal by investing with active managers of diversified alternative investment strategies.
Opportunistic investing alongside our established family office portfolio.
Sandalwood Securities is a private investment firm that has successfully navigated more than three decades of market cycles and 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 robust platform allows our investment partners to build customized portfolios of experienced alternative asset managers and strategies alongside our family office's allocations.
Family Office Mindset
Institutional Due Diligence Process
Access to Top Managers
Expedient Structure
We share a common goal with our investors to achieve solid risk-adjusted returns that provide stability and repeatability in our portfolio.
We pursue this goal by investing with active managers of diversified alternative investment strategies.
Our extensive network of established relationships creates robust deal flow for under-the-radar opportunities and closed/capacity-constrained funds.
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 provide monthly/quarterly statements for all investments, working with the custodians of our investment partners to shadow-report their Sandalwood portfolio. In addition to monthly or quarterly reports, Sandalwood investors receive quarterly letters which discuss their individual investments.
Contact Sandalwood
Stay on top of current news & historic perspectives from our team.