Menlo Equities LLC is a large advisory firm based in Menlo Park. It manages $2.05 billion of regulatory assets for 47 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of California.
Menlo Equities provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Menlo Equities LLC is $2.05 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 387% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Menlo Equities LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to pooled investment vehicles and corporations or other businesses. The largest group of clients of Menlo Equities is pooled investment vehicles with 5 clients and $1.82 billion of assets under management. Among the 9 most similar advisory firms, Menlo Equities has the 4th highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $2.05 billion for 12 clients. None of the firm’s clients are foreign persons or businesses.
Menlo Equities also advises several private funds. Namely, five real estate funds. The minimum investment commitment required of non-related persons ranges from $250,000 to $1,000,000.
The company employs 26 people that are either part- or full-time employees. 46 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Menlo Equities LLC performs its advisory services is located at 2765 Sand Hill Road, Menlo Park, CA 94025, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 650-326-9300 or by fax 650-326-9333. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at menloequities.com.