Menlo Advisors LLC

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Assets, Funds, Holdings

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Menlo Advisors LLC
CRD #122721
SEC #801-61504
CIK #
AUM $226.4 MM (100% Disc, 100% US)
Employees4 (50% Investors, 0% Brokers)
Phone650-688-0300
Address525 Middlefield Road
Menlo Park, CA 94025
Links IAPDexternal Websiteexternal LinkedInexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
BAC 279,520.0 7.1
MKL 13,440.0 7.0
MSFT 865,660.0 6.2
GLW 26,910.0 5.2
FWONK 7,980.0 4.6
AIG 37,230.0 4.3
AAPL 843,560.0 4.2
LSXMK 13,260.0 4.2
GVAL 4.0
ABT 136,670.0 2.6
View All
Holdings by Sector ($BB)
Type Private Fund Form D Sold ($MM) AUM ($MM)
HF Skyline Partners LP
9.2
View All
Comparable Firms State AUM ($BB)
Bristol Advisors LLC
PA
0.2
WP Stewart Asset Management Ltd
NY
0.2
Westrock Asset Management LLC
AR
0.2
Cerebellum GP LLC
CA
0.2
Black Swift Group LLC
CO
0.2
Colbert Investment Management Co
FL
0.2
Selway Asset Management Inc
ID
0.2
EFG Capital Advisors Inc
FL
0.2
Matrix Private Capital Group LLC
NY
0.2
Semper Augustus Investments Group LLC
CO
0.2