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MENLO ADVISORS LLC
CRD 122721 · SEC 801-61504
659 OAK GROVE AVENUE, SUITE 207, MENLO PARK, CA, 94025, United States
Phone
650-688-0300
Fax
650-688-0302
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$369.7M
Discretionary AUM
$369.7M
Team
2 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Performance-based fees; MINIMUM FEE
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 12 | $2.2M |
| High net worth individuals | 27 | $337.6M |
| Pooled investment vehicles | 1 | $9.6M |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD