MENLO VENTURES

Exempt Reporting AdvisorFINRA MemberEst. 2012
Total AUM
Accounts
0
Advisory reps
7
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
MENLO PARK, California
CRD number
161248
Registered since
March 29, 2012

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • KIRSTEN MELLO

    Chief Financial OfficerCRD 6046000

Contacts

3 of 6
  • HENRY MONTGOMERY

    FOUNDING PARTNER EMERITUSCRD 6046028

  • JOHN JARVE

    Partner EmeritusCRD 6046035

  • MARK SIEGEL

    PartnerCRD 6046037

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth