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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 42 | 52 | increased by10 |
| Apr 1, 2026 | Clients | 10 | 12 | increased by2 |
| Apr 1, 2026 | AUM | $4,490,869,924 | $4,694,941,710 | increased by$204,071,786 |
| Apr 1, 2026 | Accounts | 10 | 9 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 27 | 42 | increased by15 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 11 | 10 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $3,032,627,495 | $4,490,869,924 | increased by$1,458,242,429 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 11 | 10 | decreased by1 |
| Apr 1, 2022 | Employees | 23 | 27 | increased by4 |
| Apr 1, 2022 | AUM | $2,477,980,566 | $3,032,627,495 | increased by$554,646,929 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MENLO EQUITIES” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MENLO EQUITIES” may also match similarly-named firms). Confirm identity against each filing.
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.