Menlo Equities 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 $4.7B in regulatory assets under management, 52 employees, 2 offices, and 9 accounts.
Assets Under Management
$4.7B
Employees
52
Offices
2 offices
Total Clients
12
Primary office
MENLO PARK, CA
2765 SAND HILL ROAD, SUITE 200, MENLO PARK, CA, United States
Portfolio management for pooled investment vehicles
Fee models offered
4 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 75.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
75.0%
9
2
Corporations
25.0%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$4.7Bas of March 31, 2026
Discretionary64.4%
$3.0B
64% of total RAUM64.4%
Non-discretionary35.6%
$1.7B
36% of total RAUM35.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$4.7B
Total Accounts9
10Y AUM Change+$4.5B (+2207.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees52
Clients per Employee0:1
10Y Employee Change+27 (+108.0%)
* 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.