other names
  • MENLO EQUITIES
  • 20525 MARIANI DRIVE LP (RELYING ADVISER)
  • WORLD TRADE PARTNERS LLC (RELYING ADVISER)
  • TALL TREE PARTNERS I LLC (RELYING ADVISER)
  • SCF INVESTMENT FUND LLC (RELYING ADVISER)
  • SANTA CLARA OFFICE PARTNERS LLC (RELYING ADVISER)
  • OMEGA POINT LLC
  • NORTH 1ST STREET OFFICE PARTNERS LLC (RELYING ADVISER)
  • MOREHOUSE OFFICE PARTNERS LLC (RELYING ADVISER)
  • MENROCK ALMANOR ASSOCIATES LLC (RELYING ADVISER)
  • MENLO REALTY MANAGERS I LLC (RELYING ADVISER)
  • MENLO EQUITIES VI LP
  • MENLO EQUITIES V LLC
  • MENLO EQUITIES MANAGEMENT COMPANY LP (RELYING ADVISER)
  • MENLO EQUITIES MANAGEMENT COMPANY LLC (RELYING ADVISER)
  • MENLO EQUITIES MANAGEMENT CO. LLC (RELYING ADVISER)
  • MENLO EQUITIES LLC
  • MENLO EQUITIES III LLC (RELYING ADVISER)
  • MENLO EQUITIES II LLC (RELYING ADVISER)
  • ME DIGITAL PARTNERS LP
  • MARRIOTT PLAZA ASSOCIATES LP (RELYING ADVISER)
  • LAFAYETTE OFFICE PARTNERS LLC (RELYING ADVISER)
  • IRVINE CENTER OFFICE PARTNERS LLC (RELYING ADVISER)
  • FOUR POINTS PARTNERS LLC (RELYING ADVISER)
  • CUPERTINO OFFICE PARTNERS LLC (RELYING ADVISER)
  • CUPERTINO HOUSING PARTNERS LLC (RELYING ADVISER)
  • BERNARDO TECHNOLOGY PARTNERS LLC (RELYING ADVISER)
  • 529 BRYANT STREET PARTNERS LLC (RELYING ADVISER)
  • MENLO EQUITIES VII LP

Adviser Profile

As of Date 04/10/2025
ADV Location MENLO PARK, CA, United States
Adviser Type - Large advisory firm
Number of Employees 42 2%
of those in investment advisory functions 17 6%
Registration SEC, Approved, 03/26/2012
AUM* 4,490,869,924 40%
of that, discretionary 2,730,069,242 10%
Private Fund GAV* 2,456,552,754 -1%
Avg Account Size 449,086,992 40%
SMA’s Yes
Private Funds 5
Contact Info 650 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

3B 3B 2B 2B 1B 866M 433M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count2 GAV$1,756,855,693
Fund TypeReal Estate Fund Count3 GAV$699,697,061

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Brochure Summary