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MENLO EQUITIES
Legal name: MENLO EQUITIES V LLC
CRD 162139File 801-74582
APPROVED
Custody
Filing as of May 12, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$4.69B
Top 25% of cohort (national)
Discretionary AUM
$3.02B
Non-discretionary $1.67B
Clients
12
9 accounts
Employees
52
Top 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Mar 26, 2012
- Principal office
- 2765 SAND HILL ROAD, SUITE 200, MENLO PARK, CA, 94025
- Phone
- 650-326-9300
- Website
- HTTP://WWW.MENLOEQUITIES.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.69B
- Discretionary AUM
- $3.02B
- Non-discretionary AUM
- $1.67B
- Discretionary accounts
- 6
- Non-discretionary accounts
- 3
- Total accounts
- 9
- AUM per client
- $391.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 3 | $1.67B |
| Pooled investment vehicles | 9 | $3.02B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — ACQUISITION AND DISPOSITION FEES, PROPERTY MANAGEMENT FEES, ETC.
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.