MENLO VENTURES
Firm details
- Headquarters
- MENLO PARK, California
- CRD number
- 161248
- Registered since
- March 29, 2012
- Website
- www.menlovc.com
Firm profile
FINTRXOverview
Menlo Ventures operates primarily as a venture-capital adviser and fund sponsor rather than as a traditional wealth manager serving retail clients. Its activity centers on managing pooled private vehicles and acting as a general partner or managing member for venture capital funds. The firm’s public-equity exposure is limited and concentrated — filings show only a handful of equity positions — reflecting a model that focuses on private company investing and selective public stakes, likely tied to portfolio company exits or secondary stakes. The firm’s regulatory footprint and business classification point to manager-led private fund activity: sourcing, financing and shepherding venture-backed companies, then returning capital to limited partners. Menlo Ventures also functions in roles typical of a sponsor and GP, which implies involvement in fund governance, capital calls, and portfolio oversight rather than direct advisory relationships with retail investors.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1KIRSTEN MELLO
Chief Financial OfficerCRD 6046000
Contacts
3 of 6HENRY MONTGOMERY
FOUNDING PARTNER EMERITUSCRD 6046028
JOHN JARVE
Partner EmeritusCRD 6046035
MARK SIEGEL
PartnerCRD 6046037
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MENLO PARK, CA
SAN MATEO
Location
MENLO PARK, CA
Headquartered in MENLO PARK, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN MATEO
- Address
- 1300 El Camino Real
- Time zone
- PT (UTC-8)
- Office locations
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