Sandalwood Securities, Inc.
- Regulatory AUM
- $930M
- Discretionary
- $930M
- Clients
- 8
- Avg AUM / client
- $116M
- Accounts
- 8
- Employees
- 11
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 19, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 8 | $930M | 100.0% |
Private funds (10)
Reported in Form ADV Section 7.B.(1), filing of Jul 2024 · $1.7B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Sandalwood Debt Fund A feeder | Other Private Fund | New Jersey | $522M | 10 |
| Sandalwood Master Fund,Llc master | Other Private Fund | Delaware | $435M | 8 |
| Oxbridge Partners,Lp feeder | Other Private Fund | Delaware | $234M | 214 |
| Sandalwood Private Partnership Ii, Lp | Other Private Fund | Delaware | $223M | 170 |
| Bodleian Partners B,Lp feeder | Other Private Fund | New Jersey | $126M | 105 |
| Sandalwood Debt Fund B Lp feeder | Other Private Fund | New Jersey | $64.9M | 47 |
| Sandalwood Special Credit Opportunities Fund Lp feeder | Hedge Fund | Delaware | $45.8M | 43 |
| Bodleian Partners A, Lp feeder | Other Private Fund | Delaware | $24.6M | 32 |
| Sandalwood Debt Traders Fund Lp feeder | Other Private Fund | Delaware | $19.3M | 66 |
| Sandalwood Overseas Fund Spc Ltd | Other Private Fund | Cayman Islands | $1.6M | 2 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gross, Martin, Jeffrey | President | Apr 1990 (36y) | 75% or more | |
| Chapple, Kenneth, Michael | Chief Financial Officer | Sep 2006 (20y) | Less than 5% | |
| Oswald, Thomas, Richard | Chief Compliance Officer | Oct 2016 (10y) | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (10, $1.7B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Sandalwood Debt Fund A | Other Private Fund | $522M | $1.0M | 10 |
| Sandalwood Master Fund,Llc | Other Private Fund | $435M | $1.0M | 8 |
| Oxbridge Partners,Lp | Other Private Fund | $234M | $1.0M | 214 |
| Sandalwood Private Partnership Ii, Lp | Other Private Fund | $223M | $1.0M | 170 |
| Bodleian Partners B,Lp | Other Private Fund | $126M | $1.0M | 105 |
| Sandalwood Debt Fund B Lp | Other Private Fund | $64.9M | $1.0M | 47 |
| Sandalwood Special Credit Opportunities Fund Lp | Hedge Fund | $45.8M | $1.0M | 43 |
| Bodleian Partners A, Lp | Other Private Fund | $24.6M | $1.0M | 32 |
| Sandalwood Debt Traders Fund Lp | Other Private Fund | $19.3M | $1.0M | 66 |
| Sandalwood Overseas Fund Spc Ltd | Other Private Fund | $1.6M | $1.0M | 2 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/19/2026 | 2.91 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 19, 2026.
View current Form ADV (SEC/IAPD) ↗