MENLO EQUITIES

RIASEC RegisteredEst. 2012

Total AUM

$4.7B

Discretionary

$3B

64% of AUM

Avg account

$522M

Accounts

Employees

Advisory reps

Firm details

Headquarters: MENLO PARK, California
CRD number: 162139
Registered since: March 26, 2012
Website: www.menloequities.com
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees, Other
Client types: Pooled Investment Vehicles64.39%
Corporations / Businesses35.61%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Menlo Equities is a limited liability company that registered with the SEC in 2012 and operates as a blended manager combining hedge fund and real estate fund activities. The firm targets institutional clients and provides portfolio management for pooled investment vehicles as well as for businesses and other institutions. It also sponsors and serves as a general partner or managing member of pooled vehicles, indicating a hands-on role in structuring and operating closed-end funds. The firm’s fee arrangements include asset-based fees, fixed fees, and performance-based components. Menlo Equities does not identify as an active ESG investor, and it is not designated as a multi-state adviser in the data provided. Ownership is recorded as a mix of domestic entity and individual.