News & Insights

Jun 10, 2025

Moody’s Sounds Alarm on Private Funds for Individuals

Chasing retail money could pose risks to investors, private funds and financial system, Moody’s says

May 29, 2025

Private markets are a hot new sector for retail investors. What to know before you dive in

Securities and Exchange Commission Chairman Paul Atkins asked his agency this month to review decades-old rules that restrict who can invest in private markets. The request underscores how the wealth management industry is in the midst of a transformation that is resulting in private investments and alternatives becoming more accessible to everyday retail investors across the U.S.

Feb 10, 2025

Sandalwood family office platform brings over three decades in alts into focus

This year, Sandalwood Securities celebrates its 35th year in business. Having originally started out as a fund of hedge funds, the Roseland, New Jersey-headquartered firm has since evolved into a family office manager which also runs an alternative investment platform open to external capital, including other family offices and investment advisors.

Jan 13, 2025

Adjusted for Risk: Setting Expectations For Alternative Investments

Sandalwood Securities’ Marty Gross discusses the benefits of alternatives and co-investing.

Oct 16, 2024

Alternatives still in demand despite bull market

Martin Gross, founder & president of Sandalwood Securities, sits down with InvestmentNews anchor Gregg Greenberg to explain why alternative investments remain an important portfolio component even as stocks soar.

Mar 11, 2024

Sandalwood Investment Style Takes It Through Turbulent Times

We talk to the founder of a 34-year-old US family office and investment house about its approach toward credit, fund-based lending, VC and other areas.