The MENLO ADVISORS is a privately held investment adviser that advises $369.72mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. MENLO ADVISORS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 35.08% over the last 5-years.
The Group has been registered with the SEC for 23.82 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 659 OAK GROVE AVENUE SUITE 207, MENLO PARK, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 2 employees comprised of 1 investment and 1 non-investment staff. The total number of Employees decreased by 50% over the last 5-years.
Their $369.72mn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 0 other accounts. Assets of High Net Worth Individuals clients own $337.56mn or 91.3% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $9.62mn or 2.6% of Total Assets.
The Group's top investment strategies include Fund of Funds, representing 100% of total assets, respectively.
They advise 3 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees and performance-based fees.
MENLO ADVISORS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.