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| Happy Holidays!! thanks for using AUM13F!! |
| Menlo Advisors LLC
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| CRD # | 122721 |
| SEC # | 801-61504 |
| CIK # | 0001279708 |
| AUM | $318.4 M (2025-03-28) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 650-688-0300 |
| Address | 659 Oak Grove Avenue Menlo Park, CA 94025 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 14.8 | ||
| Alphabet Inc | 13.7 | ||
| Microsoft Corp | 13.5 | ||
| Alphabet Inc | 11.2 | ||
| Apple Inc | 10.9 | ||
| Abbott Laboratories | 9.2 | ||
| KKR & Co LP | 7.2 | ||
| AbbVie Inc | 7.1 | ||
| Cisco Systems Inc | 6.5 | ||
| Tesla Motors Inc | 6.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Skyline Partners LP | 2011-11-23 | 9.1 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 9 | 1.1 |
| (b) Individuals (high net worth individuals) | 29 | 291.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 9.1 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 4 | 17.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 98 | 318.4 |
| By Discretionary | ||
| Discretionary | 98 | 318.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 98 | 318.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 318.4 | |
| Total | 98 | 318.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001279708] |
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