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Private equityFirmfund of funds · probableunsized

Sandalwood Securities, Inc.

Private Equity

Roseland, NJ

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:739e50e8-c31a-4074-a7dd-38e1029271b2

Data as of Sep 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:27 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 7
On other graphs: 2
Observed: Sep 13, 2026 to Sep 13, 2026
22 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

RIA / Wealth Managementidentity

SANDALWOOD SECURITIES, INC.

Registered adviser · shared crd

Private Creditidentity

SANDALWOOD SECURITIES, INC.

Private credit manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Funds: 2
PE funds: 1
Vintages: 2020 to 2020
Regulatory AUM: $744M
Investments: 0
Active investments: 0
Size band: UNSIZEDderivedno Private Equity Fund GAV on a filing from 2021 or later
Latest ADV filing: Jul 9, 2024
Employees (ADV): 12

Funds

Fund	Vintage	Lifecycle	ADV type	Form D sold	GAV	LPs
Sandalwood Private Partnership II, LP	2020	Active deployment	Other Private Fund	n/a	$223M	0
Sandalwood Private Partnership,lp	n/a	Wound down	Private Equity Fund	n/a	$148,797	0

Relationships

Employs (5)

→ Kenneth Michael ChapplePersonChief Financial Officer
Sep 1, 2006 to presentfactForm ADV
→ Martin Jeffrey GrossPersonPresident
Apr 1, 1990 to presentfactForm ADV
→ Thomas Richard OswaldPersonChief Compliance Officer
Oct 1, 2016 to presentfactForm ADV
→ Mihir MeswaniPersonChief Portfolio Strategist
Nov 1, 2009 to Aug 7, 2013inferenceForm ADV
→ Joan Litterst LarsonPersonDirector Of Manager Research
Dec 1, 2004 to Mar 18, 2022inferenceForm ADV

Manages (2)

→ Sandalwood Private Partnership II, LPFundPrivate Equity Fund
Mar 31, 2020 to presentfactForm ADV
→ Sandalwood Private Partnership,lpFundPrivate Equity Fund
Apr 4, 2012 to presentfactForm ADV

Dated events

3 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Mar 18, 2022
Person left
Joan Litterst Larson (Director Of Manager Research) no longer on Schedule A of Sandalwood Securities, Inc.
Form ADVobserved 7 days ago
Occurred
Oct 1, 2016
Person joined
Thomas Richard Oswald joined Schedule A of Sandalwood Securities, Inc. as Chief Compliance Officer
Form ADVobserved 7 days ago
Occurred
Aug 7, 2013
Person left
Mihir Meswani (Chief Portfolio Strategist) no longer on Schedule A of Sandalwood Securities, Inc.
Form ADVobserved 7 days ago
Occurred
Apr 4, 2012
Adviser first adv filing
Sandalwood Securities, Inc. first filed Form ADV in the extract (IA)
Form ADVobserved 7 days ago

Show 3 bookkeeping events

Occurred
Mar 31, 2020
Sandalwood Private Partnership II, LP first reported on Form ADV by Sandalwood Securities, Inc. (Private Equity Fund), GAV $6,720,000
Occurred
Mar 31, 2020
Fund 805-3242285063 no longer reported on Form ADV by Sandalwood Securities, Inc.
Occurred
Apr 4, 2012
Sandalwood Private Partnership,lp first reported on Form ADV by Sandalwood Securities, Inc. (Private Equity Fund), GAV $8,375,000

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (Form ADV), 1 office address (Form ADV), 1 website (Form ADV) · as of 2026-09-13

Also named here, with no published line of their own (reach them through the firm): Kenneth Michael Chapple (Chief Financial Officer), Martin Jeffrey Gross (President), Thomas Richard Oswald (Chief Compliance Officer).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Private Equity
Canonical id: dfx:pe:739e50e8-c31a-4074-a7dd-38e1029271b2
First observed: Sep 13, 2026
Last observed: Sep 13, 2026 6 days ago
Source families: Federal regulator filings
2 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Sandalwood Securities, Inc.

Private Equity

Roseland, NJ

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:739e50e8-c31a-4074-a7dd-38e1029271b2

Data as of Sep 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:27 PM UTC and rebuilt at most every 15 minutes.

Fund

Vintage

Lifecycle

ADV type

Form D sold

GAV

LPs

Sandalwood Private Partnership II, LP

2020

Active deployment

Other Private Fund

n/a

$223M

Sandalwood Private Partnership,lp

n/a

Wound down

Private Equity Fund

n/a

$148,797