SANDALWOOD SECURITIES, INC.
CRD #27240 SEC #801-42453 ROSELAND, NJ 973-233-8800
SEC Registered Private Funds
Total AUM
$840.7M
Discretionary
$840.7M
Employees
13
Clients
--
Accounts
9
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $840.7M | $840.7M | $0 | 13 | 0 |
| Jun 2025 | $840.7M | $840.7M | $0 | 13 | 0 |
| Mar 2025 | $840.7M | $840.7M | $0 | 13 | 0 |
| Jul 2024 | $744.2M | $744.2M | $0 | 12 | 0 |
| Mar 2024 | $744.2M | $744.2M | $0 | 12 | 0 |
| Jan 2024 | $764.1M | $764.1M | $0 | 12 | 0 |
| Oct 2023 | $764.1M | $764.1M | $0 | 12 | 0 |
| Sep 2023 | $764.1M | $764.1M | $0 | 12 | 0 |
| Mar 2023 | $764.1M | $764.1M | $0 | 12 | 0 |
| Oct 2022 | $768.8M | $768.8M | $0 | 13 | 9 |
| Mar 2022 | $768.8M | $768.8M | $0 | 13 | 9 |
| Nov 2021 | $593M | $593M | $0 | 11 | 9 |
| Mar 2021 | $593M | $593M | $0 | 11 | 9 |
| Mar 2020 | $557.9M | $557.9M | $0 | 12 | 8 |
| Jun 2019 | $613.8M | $613.8M | $0 | 12 | 10 |
| May 2019 | $613.8M | $613.8M | $0 | 12 | 10 |
| Mar 2019 | $613.8M | $613.8M | $0 | 12 | 10 |
| Sep 2018 | $756.8M | $756.8M | $0 | 14 | 0 |
| Jun 2018 | $756.8M | $756.8M | $0 | 14 | 0 |
| Mar 2018 | $756.8M | $756.8M | $0 | 14 | 0 |
| Jan 2018 | $868M | $868M | $0 | 14 | 0 |
| Nov 2017 | $868M | $868M | $0 | 14 | 0 |
| Mar 2017 | $868M | $868M | $0 | 14 | 11 |
| Nov 2016 | $960.5M | $960.5M | $0 | 13 | 11 |
| Sep 2016 | $960.5M | $960.5M | $0 | 13 | 11 |
| Mar 2016 | $960.5M | $960.5M | $0 | 13 | 11 |
| Aug 2015 | $1.2B | $1.2B | $0 | 16 | 11 |
| Jun 2015 | $1.2B | $1.2B | $0 | 16 | 11 |
| Feb 2015 | $1.2B | $1.2B | $0 | 16 | 11 |
| Mar 2014 | $1.1B | $1.1B | $0 | 15 | 11 |
| Aug 2013 | $932M | $932M | $0 | 15 | 11 |
| Mar 2013 | $932M | $932M | $0 | 15 | 11 |
| Apr 2012 | $850M | $850M | $0 | 11 | 11 |
| Jul 2011 | $1B | $1B | $0 | -- | -- |
| Mar 2011 | $1B | $1B | $0 | -- | -- |
| Mar 2011 | $1B | $1B | $0 | -- | -- |
| Jan 2010 | $1B | $1B | $0 | -- | -- |
| Mar 2008 | $2B | $2B | $0 | 10 | -- |
| Apr 2007 | $1.5B | $1.5B | $0 | 5 | -- |
| Apr 2004 | $650M | $650M | $0 | 5 | -- |
| Jan 2004 | $650M | $650M | $0 | 5 | -- |
| Oct 2003 | $650M | $650M | $0 | 5 | -- |
| Apr 2002 | $290M | $290M | $0 | 5 | -- |
| May 2001 | $400M | $400M | $0 | 5 | -- |
DateAug 2025
Total AUM$840.7M
Discretionary$840.7M
Non-Disc.$0
Employees13
Clients0
DateJun 2025
Total AUM$840.7M
Discretionary$840.7M
Non-Disc.$0
Employees13
Clients0
DateMar 2025
Total AUM$840.7M
Discretionary$840.7M
Non-Disc.$0
Employees13
Clients0
DateJul 2024
Total AUM$744.2M
Discretionary$744.2M
Non-Disc.$0
Employees12
Clients0
DateMar 2024
Total AUM$744.2M
Discretionary$744.2M
Non-Disc.$0
Employees12
Clients0
DateJan 2024
Total AUM$764.1M
Discretionary$764.1M
Non-Disc.$0
Employees12
Clients0
DateOct 2023
Total AUM$764.1M
Discretionary$764.1M
Non-Disc.$0
Employees12
Clients0
DateSep 2023
Total AUM$764.1M
Discretionary$764.1M
Non-Disc.$0
Employees12
Clients0
DateMar 2023
Total AUM$764.1M
Discretionary$764.1M
Non-Disc.$0
Employees12
Clients0
DateOct 2022
Total AUM$768.8M
Discretionary$768.8M
Non-Disc.$0
Employees13
Clients9
DateMar 2022
Total AUM$768.8M
Discretionary$768.8M
Non-Disc.$0
Employees13
Clients9
DateNov 2021
Total AUM$593M
Discretionary$593M
Non-Disc.$0
Employees11
Clients9
DateMar 2021
Total AUM$593M
Discretionary$593M
Non-Disc.$0
Employees11
Clients9
DateMar 2020
Total AUM$557.9M
Discretionary$557.9M
Non-Disc.$0
Employees12
Clients8
DateJun 2019
Total AUM$613.8M
Discretionary$613.8M
Non-Disc.$0
Employees12
Clients10
DateMay 2019
Total AUM$613.8M
Discretionary$613.8M
Non-Disc.$0
Employees12
Clients10
DateMar 2019
Total AUM$613.8M
Discretionary$613.8M
Non-Disc.$0
Employees12
Clients10
DateSep 2018
Total AUM$756.8M
Discretionary$756.8M
Non-Disc.$0
Employees14
Clients0
DateJun 2018
Total AUM$756.8M
Discretionary$756.8M
Non-Disc.$0
Employees14
Clients0
DateMar 2018
Total AUM$756.8M
Discretionary$756.8M
Non-Disc.$0
Employees14
Clients0
DateJan 2018
Total AUM$868M
Discretionary$868M
Non-Disc.$0
Employees14
Clients0
DateNov 2017
Total AUM$868M
Discretionary$868M
Non-Disc.$0
Employees14
Clients0
DateMar 2017
Total AUM$868M
Discretionary$868M
Non-Disc.$0
Employees14
Clients11
DateNov 2016
Total AUM$960.5M
Discretionary$960.5M
Non-Disc.$0
Employees13
Clients11
DateSep 2016
Total AUM$960.5M
Discretionary$960.5M
Non-Disc.$0
Employees13
Clients11
DateMar 2016
Total AUM$960.5M
Discretionary$960.5M
Non-Disc.$0
Employees13
Clients11
DateAug 2015
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees16
Clients11
DateJun 2015
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees16
Clients11
DateFeb 2015
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees16
Clients11
DateMar 2014
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees15
Clients11
DateAug 2013
Total AUM$932M
Discretionary$932M
Non-Disc.$0
Employees15
Clients11
DateMar 2013
Total AUM$932M
Discretionary$932M
Non-Disc.$0
Employees15
Clients11
DateApr 2012
Total AUM$850M
Discretionary$850M
Non-Disc.$0
Employees11
Clients11
DateJul 2011
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees--
Clients--
DateJan 2010
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees--
Clients--
DateMar 2008
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees10
Clients--
DateApr 2007
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees5
Clients--
DateApr 2004
Total AUM$650M
Discretionary$650M
Non-Disc.$0
Employees5
Clients--
DateJan 2004
Total AUM$650M
Discretionary$650M
Non-Disc.$0
Employees5
Clients--
DateOct 2003
Total AUM$650M
Discretionary$650M
Non-Disc.$0
Employees5
Clients--
DateApr 2002
Total AUM$290M
Discretionary$290M
Non-Disc.$0
Employees5
Clients--
DateMay 2001
Total AUM$400M
Discretionary$400M
Non-Disc.$0
Employees5
Clients--