MENLO EQUITIES
Latest filing: Apr 10, 2025 (153 days ago)
AUM
$4,490,869,924
40% change vs. 1 year ago
48% change vs. 3 years ago
103% change vs. 5 years ago
2507% change vs. 10 years ago
Employee Count
42
2% change vs. 1 year ago
56% change vs. 3 years ago
50% change vs. 5 years ago
75% change vs. 10 years ago
Main Office
MENLO PARK, CA
2765 SAND HILL ROAD, MENLO PARK, CA, UNITED STATES, 94025
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $2.7 |
| Non-Discretionary | $1.8 |
| Total | $4.5 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $4.1 |
| Institutional | $0.4 |
| Total | $4.5 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.4 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.4 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 100% | $0.4 |
| Total | 100% | $0.4 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| RALEIGH DURHAM OFFICE PARTNERS LLC | $0.0 | - | |
| GEORGETOWN INCOME PARTNERS LLC | $0.0 | - | |
| BOULDER INCOME PARTNERS LLC | $0.0 | - | |
| MARRIOTT OFFICE PARTNERS LLC | $0.0 | - | |
| MRP MENLO EQUITIES LLC | $0.0 | - | |
| MENLO EQUITIES DEVELOPMENT COMPANY XI LLC | $0.0 | - | |
| SOUTHWEST PARKWAY OFFICE PARTNERS I LLC | $0.0 | - | |
| ME DIGITAL PARTNERS I LLC | $0.0 | - | |
| RANCHO PARKWAY INCOME PARTNERS LLC | $0.0 | - | |
| NW AUSTIN HOLDCO LLC | $0.0 | - | |
| ROYAL RIDGE OFFICE PARTNERS | $0.0 | - | |
| SAN CLEMENTE OFFICE PARTNERS HOLDCO LLC | $0.0 | - | |
| RICHARDSON TECHNOLOGY PARTNERS | $0.0 | - | |
| TEMPE INCOME PARTNERS REIT, INC. | $0.0 | - | |
| DEVIN SHAFRON TECHNOLOGY PARTNERS | $0.0 | - | |
| 4650 SANTA CLARA TECHNOLOGY PARTNERS | $0.0 | - | |
| MENLO BCSP 405 PROPERTY | $0.0 | - | |
| ROYAL RIDGE INCOME PARTNERS LLC | $0.0 | - | |
| RALEIGH DURHAM LAND PARTNERS LLC | $0.0 | - | |
| CHAMPION INCOME PARTNERS LLC | $0.0 | - | |
| LAKE FOREST INCOME PARTNERS HOLDCO LLC | $0.0 | - | |
| BURBANK INCOME PARTNERS LLC | $0.0 | - | |
| POLK TECHNOLOGY PARTNERS LLC | $0.0 | - | |
| ME DIGITAL PARTNERS LP | $0.0 | - | |
| MARIANI DRIVE HOLDCO LLC | $0.0 | - | |
| MENLO EQUITIES DEVELOPMENT COMPANY XII LLC | $0.0 | - | |
| SUNNYVALE TECHNOLOGY PARTNERS LLC | $0.0 | - | |
| PARK MEADOW OFFICE PARTNERS | $0.0 | - | |
| ANDOVER TECHNOLOGY PARTNERS LLC | $0.0 | - | |
| MENLO EQUITIES ABSOLUTE RETURN HOLDINGS REIT LLC | $0.0 | - | |
| CENTURY PARK INCOME PARTNERS HOLDING COMPANY LLC | $0.0 | - | |
| MENLO EQUITIES MANAGEMENT COMPANY LP | $0.0 | - | |
| F.A.A. TECHNOLOGY PARTNERS | $0.0 | - | |
| CUPERTINO OFFICE PARTNERS HOLDCO LLC | $0.0 | - | |
| MEARF SECURED HOLDCO LLC | $0.0 | - | |
| EMERALD INCOME HOLDCO | $0.0 | - | |
| NW AUSTIN OFFICE PARTNERS LLC | $0.0 | - | |
| THISTLE INCOME PARTNERS LLC | $0.0 | - | |
| REDWOOD CITY INCOME PARTNERS LLC | $0.0 | - | |
| MENLO REALTY MANAGERS VI LLC | $0.0 | - | |
| MINNEAPOLIS INCOME PARTNERS LLC | $0.0 | - | |
| MARRIOTT PLAZA ASSOCIATES LLC | $0.0 | - | |
| MENLO REALTY MANAGERS V LLC | $0.0 | - | |
| BERNARDO TECHNOLOGY PARTNERS II LLC | $0.0 | - | |
| MENLO EQUITIES IV LLC | $0.0 | - | |
| FALLS CHURCH OFFICE PARTNERS LLC | $0.0 | - | |
| MARRIOTT OFFICE PARTNERS HOLDING COMPANY LLC | $0.0 | - | |
| 4700 SANTA CLARA TECHNOLOGY PARTNERS | $0.0 | - | |
| BEAUMEADE TECHNOLOGY PARTNERS | $0.0 | - | |
| MENLO EQUITIES MANAGEMENT CO. LLC | $0.0 | - | |
| 529 BRYANT STREET PARTNERS LLC | $0.0 | - | |
| MENLO EQUITIES VI LP | $0.0 | - | |
| KEARNY MESA OFFICE PARTNERS HOLDCO LLC | $0.0 | - | |
| EMERALD VALUE HOLDCO | $0.0 | - | |
| STONEGATE OFFICE PARTNERS LLC | $0.0 | - | |
| ME IRONWOOD DIGITAL PARTNERS LLC | $0.0 | - | |
| ME DIGITAL PARTNERS II LLC | $0.0 | - | |
| FRANKLIN TECHNOLOGY PARTNERS | $0.0 | - | |
| MAINSTREAM OFFICE PARTNERS LLC | $0.0 | - | |
| HERNDON TECHNOLOGY PARTNERS LLC | $0.0 | - | |
| HOLGER TECHNOLOGY PARTNERS | $0.0 | - | |
| CHANTILLY OFFICE PARTNERS HOLDING COMPANY | $0.0 | - | |
| SABRE SPRINGS OFFICE PARTNERS | $0.0 | - | |
| MENLO REALTY MANAGERS IV LLC | $0.0 | - | |
| MANASSAS TECHNOLOGY PARTNERS | $0.0 | - | |
| EAST SIXTH OFFICE PARTNERS | $0.0 | - | |
| PARKSTONE OFFICE PARTNERS LLC | $0.0 | - | |
| TOYAMA TECHNOLOGY PARTNER | $0.0 | - | |
| STONECROFT OFFICE PARTNERS LLC | $0.0 | - | |
| TEMPE INCOME PARTNERS LLC | $0.0 | - | |
| DOWNTOWN ATLANTA OFFICE PARTNERS LLC | $0.0 | - | |
| SAN DIEGO COUNTY PARTNERS LLC | $0.0 | - | |
| MARLBOROUGH TECHNOLOGY PARTNERS LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-08-01 | $4.5 | $0.0 | 0% | 42 | 0 | 0% |
| 2025-04-21 | $4.5 | $0.0 | 0% | 42 | 0 | 0% |
| 2024-04-02 | $3.2 | $1.3 | 40% | 41 | 1 | 2% |
| 2023-04-04 | $3.1 | $1.4 | 46% | 30 | 12 | 40% |
| 2022-04-01 | $3.0 | $1.5 | 48% | 27 | 15 | 56% |
| 2021-04-05 | $2.5 | $2.0 | 81% | 23 | 19 | 83% |
| 2020-04-01 | $2.2 | $2.3 | 103% | 28 | 14 | 50% |
| 2019-04-01 | $2.0 | $2.4 | 119% | 26 | 16 | 62% |
| 2018-04-02 | $1.8 | $2.7 | 156% | 24 | 18 | 75% |
| 2017-04-01 | $0.2 | $4.3 | 2107% | 25 | 17 | 68% |
| 2016-04-01 | $0.1 | $4.4 | 5363% | 25 | 17 | 68% |
| 2015-04-01 | $0.2 | $4.3 | 2507% | 24 | 18 | 75% |
| 2014-04-01 | $0.3 | $4.2 | 1344% | 21 | 21 | 100% |
| 2013-04-01 | $0.4 | $4.1 | 969% | 21 | 21 | 100% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| CA, CA-03/26/2012 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV