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| Menlo Advisors LLC
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|---|---|
| CRD # | 122721 |
| SEC # | 801-61504 |
| CIK # | 0001279708 |
| AUM | 369.7 M (2026-03-31) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 650-688-0300 |
| Address | 659 Oak Grove Avenue Menlo Park, CA 94025 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001279708 |
| Sector | Form 13F Holdings | Value ($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 | ||
| Lockheed Martin Corp | 5.3 | ||
| Royalty Pharma PLC | 4.7 | ||
| Sprott Physical Silver Trust | 3.1 | ||
| Howard Hughes Holdings Inc | 1.0 | ||
| Sprott Physical Gold Trust | 0.3 | ||
| CrowdStrike Holdings Inc | 0.3 | ||
| Home Depot Inc | 0.2 | ||
| Amazon Com Inc | 0.2 | ||
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| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | Skyline Partners LP | 2011-11-23 | 9.6 M |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 12 | 2.2 |
| (b) Individuals (high net worth individuals) | 27 | 337.6 |
| (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 | 9.6 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 20.4 |
| (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 | 100 | 369.7 |
| By Discretionary | ||
| Discretionary | 100 | 369.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 100 | 369.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 369.7 | |
| Total | 100 | 369.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001279708] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund |
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|---|---|---|
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