The MENLO EQUITIES is a privately held investment adviser that advises $4.69Bn in regulatory assets under management held in 2 SEC fund types across 3 investment strategies. MENLO EQUITIES is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets increased by 89.47% over the last 5-years.
The Group has been registered with the SEC for 14.36 years and is comprised of 1 filing and 5 relying advisers. They operate out of 3 office locations with their Headquarters at 2765 SAND HILL ROAD SUITE 200, 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 52 employees comprised of 16 investment and 36 non-investment staff. The total number of Employees increased by 126.09% over the last 5-years.
Their $4.69Bn in assets advised are owned by 9 private funds, 0 public funds and BDCs and 3 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients own $3.02Bn or 64.39% of Total Assets and Corporations or Other Businesses own $1.67Bn or 35.61% of Total Assets.
The Group's top investment strategies include Long/Short Equity, Real Estate and Multi Strat, representing 70.31%, 27.54% and 2.15% of total assets, respectively.
They advise 2 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC) and Corporations or Other Businesses.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 6 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 4 private funds with $785.08mn in assets.
The Group discloses fixed fees, management fees and performance-based fees.
MENLO EQUITIES names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.