Menlo Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Menlo Park, CA. Its latest Form ADV filing, dated March 31, 2026, reports $370M in regulatory assets under management, 2 employees, and 100 accounts.
Assets Under Management
$370M
Employees
2
Offices
--
Total Clients
40
Primary office
MENLO PARK, CA
659 OAK GROVE AVENUE, SUITE 207, MENLO PARK, CA, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Selection of other advisers
Fee models offered
4 types reported
Asset based fees
Hourly charges
Other fee arrangements
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 67.5% of total clients.
Top client categories% of clientsClients
1
HNWI
67.5%
27
2
Individuals
30.0%
12
3
Pooled Investment Vehicles
2.5%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$370Mas of March 31, 2026
Discretionary100.0%
$370M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$370M
Total Accounts100
10Y AUM Change+$157M (+73.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee20:1
10Y Employee Change-1 (-33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.