Menlo Advisors LLC

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Assets, Funds, Holdings

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CAFR Data
Menlo Advisors LLC
CRD #122721
SEC #801-61504
CIK #
AUM $256.6 MM (100% Disc, 100% US, 2020-03-23)
Employees4 (50% Investors, 0% Brokers)
Phone650-688-0300
Address525 Middlefield Road
Menlo Park, CA 94025
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
2602081561045202001200720142021
Sector Issuer Cap ($MM) Value ($MM)
MSFT 1,376,930.0 5.2
MKL 12,660.0 5.0
BAC 210,640.0 4.2
GLW 17,110.0 4.1
FWONK 7,740.0 4.1
LSXMK 10,600.0 3.9
AAPL 1,372,810.0 3.8
DIS 218,470.0 3.6
GVAL 3.2
ABT 158,280.0 2.8
View All
Holdings by Sector ($)
0.10.10.10.00.00.02014201620182020
Type Private Fund Form D Sold ($MM) AUM ($MM)
HF Skyline Partners LP 9.2
View All
Comparable Firms State AUM ($BB)
Alta Fundamental Advisers LLC
NY 0.3
Ashdon Investment Management LLC
TN 0.3
Semper Augustus Investments Group LLC
CO 0.3
Wallman Investment Counsel LLC
WI 0.3
Voit & Company LLC
WI 0.3
Zebra Capital Management LLC
CT 0.3
Maytech Global Investments LLC
NY 0.3
Southwind Associates of NJ Inc
NY 0.3
One Oak Capital Management LLC
NY 0.3
Game Creek Capital LP
MA 0.3
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