Data / Investment advisers / California / Menlo Equities
Menlo Equities, Menlo Park, CA: $4.7 billion AUM, SEC registered investment adviser
Menlo Equities is an SEC registered investment adviser with its main office in Menlo Park, California and reports $4.7 billion in regulatory assets under management in its Form ADV filed May 12, 2026. Its clients include pooled investment vehicles and corporations and other businesses. It is paid through a percentage of assets under management, fixed fees and performance based fees. It advises 6 private funds.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 162139
- SEC file number
- 801-74582
- SEC status
- Approved, effective March 26, 2012
- Legal name
- Menlo Equities V LLC
- Main office
- 2765 Sand Hill Road Suite 200, Menlo Park, CA 94025
- Phone
- (650) 326-9300
- Website
- menloequities.com
- Regulatory AUM
- $4,694,941,710 in the Form ADV filed May 12, 2026
- Discretionary AUM
- $3,022,985,665
- Non discretionary AUM
- $1,671,956,045
- Accounts
- 9
- Employees
- 52, of which 16 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, performance based fees, other fees
- Private funds
- 6: 4 real estate funds, 2 hedge funds
- Gross assets of private funds
- $2,648,835,861
- Other offices
- 2
- Umbrella registration
- 5 relying advisers
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- May 12, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 9 | $3.02 billion |
| Corporations or other businesses | 3 | $1.67 billion |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $4.69 billion | March 31, 2026 |
| December 1, 2025 | $4.49 billion | April 10, 2025 |
Other advisers in Menlo Park
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Sequoia Global Equities | Menlo Park | $10.40 billion | 2 | adviserinfo.sec.gov |
| Crosspoint Capital Partners, LP | Menlo Park | $8.70 billion | 13 | adviserinfo.sec.gov |
| Stamos Capital Partners, L.P. | Menlo Park | $7.64 billion | 13 | adviserinfo.sec.gov |
| Riverwood Capital Management L.P. | Menlo Park | $6.17 billion | 14 | adviserinfo.sec.gov |
| Sofinnova Investments, Inc. | Menlo Park | $5.37 billion | 7 | adviserinfo.sec.gov |
| Crosslink Capital, Inc. | Menlo Park | $3.91 billion | 33 | adviserinfo.sec.gov |
| A16z Perennial Management, L.P. | Menlo Park | $2.75 billion | 7 | adviserinfo.sec.gov |
| DC Global Ventures | Menlo Park | $2.73 billion | 8 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Menlo Park, CA
- Investment advisers in California
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers serving corporations and other businesses
- Advisers that manage private funds
- Menlo Equities on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.