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 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.

Our investors benefit
directly from our:

Family Office Mindset

Family Office Mindset

Institutional Due Diligence Process

Institutional Due Diligence Process

Access to Top Managers

Access to Top Managers

Expedient Structure

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.

We look to identify differentiated investments.

Our extensive network of established relationships creates robust deal flow for 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 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.

Sandalwood is the pathway to complementing
your portfolio for tomorrow.

Contact Sandalwood