Menlo Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$339,714,085
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
39
69% high-net worth
Advisors
1
of 2 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
39
LowAverage account size
$8,710,618
About
Menlo Advisors LLC provides discretionary investment management and limited financial planning to individuals, high‑net‑worth clients, trusts and estates, with portfolios tailored to each client’s objectives, time horizon and liquidity needs. The firm also serves pooled investment clients through a private limited partnership and, on occasion, acts as a purchaser representative to advise unaccredited investors considering private offerings.
Menlo constructs customized asset allocations and monitors accounts continuously, using a mix of fundamental, technical and cyclical analysis across domestic and international equities, fixed income, options and selected alternative investments. The firm may recommend including a margin feature at account opening (with margin used only if the client authorizes it), employs options and limited short‑selling primarily for hedging, and, for its pooled fund investors, offers a fee option that can include a performance‑based allocation.
Noteworthy distinctions include Menlo’s role as general partner and investment adviser to Skyline Partners, LP, making it a private fund sponsor and private fund adviser that manages pooled vehicles on behalf of qualifying clients. The combination of sponsoring a fund of funds, offering performance‑linked compensation for fund investors, occasionally representing unaccredited purchasers, and the potential use of borrowing and derivatives in managed accounts are features the firm discloses as uncommon among its peers and that introduce additional liquidity, valuation and conflict‑of‑interest considerations.
Client services
Portfolio management
Selection of other advisers
Expertise
Wealth management
Equity compensation tax strategy
Charitable giving & philanthropy
Occupation focus
Founder/Business Owner
Executive
Fee options
Financial consulting services may be provided for a fixed fee upon request
$0 - $2,000,000: 1.00% $2,000,001 - $10,000,000: 0.75% $10,000,001 - $30,000,000: 0.50% $30,000,001+: Negotiable
Financial consulting services at $300 per hour
For limited partner investors in Skyline Partners Fund: 1% management fee plus 10% performance allocation on net capital appreciation exceeding 3% hurdle rate; or 1.75% management fee without performance allocation
Account minimum: $10,000 minimum annual fee (implying a minimum asset size) Minimum fee: Fixed minimum annual fee of $10,000 to maintain an account Fee-only: Investment management fees based on AUM; no commissions charged on investment products
Main office location
Menlo Advisors LLC
659 Oak Grove Avenue, Suite 207
Menlo Park CA 94025, United States
Number of offices
1
Most active in
Menlo Advisors LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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