Feedback
Share
Link
Link copied!
Fund Codex
Menlo Equities LLC
Find a fund
Explore
Search
Fund Codex
More
About Fund Codex
Copyright © 2022 FundCodex.com and Fund Codex. All Rights Reserved.

All content on this website ("the Site") is the property of Fund Codex. The collection and assembly of content on this Site are the exclusive property of Fund Codex and are protected by copyright and other intellectual property laws.

Menlo Equities LLC Share
Link
Link copied!

Table of Contents
Map Loading...
Overview Share
Link
Link copied!
Back to Top
Menlo Park, California
$2.2 billion AUM
1 office

Menlo Equities LLC is based in Menlo Park, California and has $2.2 billion in assets under management.

Location
2765 Sand Hill Road
Suite 200
Menlo Park, CA 94025
$2.2 billion
AUM
28
Employees
AUM Share
Link
Link copied!
Back to Top
$2,210,709,006
Assets under management
11 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Pooled investment vehicles 5 $1,952,797,856 88% $390,559,571
Other corporations or businesses 6 $257,911,150 12% $42,985,192
Employees Share
Link
Link copied!
Back to Top
28
Employees
13
Investment analysts
46% of total employees
AUM per employee Share
Link
Link copied!
Back to Top
$2,210,709,006
Assets under management
$78,953,893
AUM per employee
$170,054,539
AUM per investment analyst
About Share
Link
Link copied!
Back to Top
Compensation

Menlo Equities LLC makes money through the following ways:

  • Percentage of AUM
  • Fixed fees
  • Performance-based fees
  • Acquisition and disposition fees
  • property management fees
  • etc.
Services offered

Menlo Equities LLC provides the following services:

  • Portfolio management for pooled investment vehicles
Firm data Share
Link
Link copied!
CRD number 162,139
SEC number 801-74582
Legal structure Limited Liability Company
Legal governance California, United States
Latest ADV filing date March 30, 2020

Other Funds

See all...
Latitude Advisors, LLC
Fund: $167,250,000
Wootton Financial Group Inc
Fund: $91,969,007
Sequoia Capital Operations, LLC
Fund: Under $1 billion
Teall Capital Partners, LLC
Fund: Under $1 billion
Kornerstone, Inc.
Fund: $407,636,540
GYL Financial Synergies, LLC
Fund: $4,262,118,545
Emerging Capital Partners
Fund: $568,332,961
Westview Investment Advisors
Fund: $130,506,720

All of Fund Codex

See all...

Similar Funds to Menlo Equities LLC

See all...
Front Street Equities, LLC
Fund: Under $1 billion
Hermes European Equities Limited
Fund: $1,070,049,745
Anagram Equities Inc
Fund: Under $1 billion
Bradford Equities Management, LLC
Fund: Under $1 billion
Atlantic Equities LLP
Fund: Under $1 billion
Accrued Equities Inc.
Fund: $234,461,630
Ivy Equities Ii, LLC
Fund: $244,759,129
Menlo Equities LLC
Fund: $2,210,709,006
Dome Equities, LLC
Fund: $1,225,411,560