MENLO ADVISORS LLC

Overview

Menlo Advisors LLC is a small hedge-fund–style registered investment adviser that blends concentrated public equity exposure with active use of alternative and private strategies. The firm runs discretionary portfolios for high‑net‑worth individuals, families and pooled vehicles, and also acts as sponsor/GP and managing member of at least one pooled vehicle. Menlo uses both direct equity positions and ETF sleeves for core exposures, while routing a meaningful portion of client capital into private and third‑party alternative managers to pursue uncorrelated, return‑enhancing sources. Its advisory mix and fee structure (AUM, hourly and performance components) indicate a hybrid model that pairs traditional portfolio management with manager selection and fund sponsorship.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices