Menlo Advisors LLC
Firm details
- Headquarters
- Menlo Park, California
- CRD number
- 122721
- Registered since
- October 11, 2002
- Website
- www.menloadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Performance Based Fees, Other
- Client types
- HNWI91.3%
- Charitable Organizations5.51%
- Pooled Investment Vehicles2.6%
- Individuals0.58%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
Menlo Advisors LLC is an SEC-registered investment adviser (registered in 2002) organized as a limited liability company and operated by an individual owner. The firm is classified as a hedge fund and serves both high-net-worth individuals/families and institutional clients. Its advisory services cover portfolio management for individuals and small businesses as well as for pooled investment vehicles, and the firm also performs selection of other advisers. Menlo charges a mix of fees — percentage of assets under management, performance-based fees, hourly charges and other fee types — and it acts in sponsor/GP/manager roles for pooled vehicles. Menlo does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities60%
- Public Funds/Mutual Funds31%
- US Government Bonds3%
- Private Funds3%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1Tracey Seymour
Chief Financial OfficerCRD 1776070
Contacts
1 of 1Kent Seymour
PresidentCRD 1792039
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 9Active vs passive
$66.5M in ETFs
70%
$46.8M
30%
$19.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD TRUST (GLD) | State Street | Passive | Commodities Focused | $17.4M | 47,353 | 26.22% |
Location
Menlo Park, CA
San Mateo
Location
Menlo Park, CA
Headquartered in Menlo Park, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Mateo
- Address
- 659 Oak Grove Ave
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Tiemann Investment Advisors, LLC
RIAMenlo Park, CA
DAI Advisors
RIAMenlo Park, CA
BGV Vc Management LLC
RIAMenlo Park, CA
Symphony Technology Group, LLC
RIAMenlo Park, CA
Roberts Wealth Advisors, LLC
RIAMenlo Park, CA
Red Iron Group Management, LLC
RIAMenlo Park, CA