MENLO VENTURES

Exempt Reporting AdvisorFINRA MemberEst. 2016
Total AUM
Accounts
0
Advisory reps
5
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
MENLO PARK, California
CRD number
283999
Registered since
June 22, 2016

Firm profile

FINTRX

Overview

Menlo Ventures is reported in the dataset as a limited partnership that registered with the SEC in 2016. The record lists the firm as a domestic entity / individual owner type and classifies it as "Unclassified" for firm type. The firm is not identified as a capital allocator, is not a multi-state adviser, and is not flagged as an active ESG investor. Industry affiliations indicate Menlo Ventures operates in roles beyond advisory: it functions as an investment adviser and sponsor and serves as a general partner and managing member of pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • KIRSTEN MELLO

    Chief Financial OfficerCRD 6046000

Contacts

3 of 4
  • MARK SIEGEL

    PartnerCRD 6046037

  • SHAWN CAROLAN

    PartnerCRD 6046046

  • Matthew Murphy

    PartnerCRD 6562009

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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
1300 El Camino Real
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth