MAKENA CAPITAL MANAGEMENT, LLC
Menlo Park, CA
AUM
$24.28B
Wealth MgmtTrusts & EstatesInstitutional
Team
30 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
650-926-0510
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in CA, MENLO PARK
16 advisers found
PINEGROVE VENTURE PARTNERS, LLC
Menlo Park, CA
AUM
$13.72B
Wealth MgmtInstitutional
Team
19 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
650-519-0540
STAMOS CAPITAL PARTNERS, L.P.
Menlo Park, CA
AUM
$7.64B
Wealth MgmtTrusts & EstatesInstitutional
Team
17 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
650-233-5000
SOFINNOVA INVESTMENTS, INC.
Menlo Park, CA
AUM
$5.37B
Wealth MgmtInstitutional
Team
20 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
650-681-8420
MENLO EQUITIES
Menlo Park, CA
AUM
$4.69B
Wealth MgmtInstitutional
Team
16 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +2 more
650-326-9300
LYELL WEALTH MANAGEMENT LP
Menlo Park, CA
AUM
$1.65B
Financial PlanningWealth MgmtTrusts & Estates
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM
650-353-3692
SAGE RHINO CAPITAL LLC
Menlo Park, CA
AUM
$883.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(650) 352-5600
OPES WEALTH MANAGEMENT, LLC
Menlo Park, CA
AUM
$822.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
408-831-5800
NELSON CAPITAL MANAGEMENT, LLC
Menlo Park, CA
AUM
$810.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
(650) 322-4000
SOLSTEIN CAPITAL, LLC
Menlo Park, CA
AUM
$801.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
415-231-3000
M37 MANAGEMENT LP
Menlo Park, CA
AUM
$656.4M
Wealth MgmtInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
347-267-1584
ROBINHOOD VENTURES
Menlo Park, CA
AUM
$655.3M
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM
(650)389-9581
ROBERTS WEALTH ADVISORS, LLC
Menlo Park, CA
AUM
$446.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
650-240-2410
CLEARPATH CAPITAL PARTNERS LLC
Menlo Park, CA
AUM
$161.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
(415) 682-6900
NOVAWAVE CAPITAL
Menlo Park, CA
AUM
$90.0M
Institutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
781-710-3455
WINDMILL CAPITAL ADVISER
Menlo Park, CA
AUM
—
Institutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
650-716-4575