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| Menlo Equities V LLC
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| CRD # | 162139 |
| SEC # | 801-74582 |
| CIK # | |
| AUM | $4.5 B (2025-04-10) |
| Employees | 42 (40% Investors, 0% Brokers) |
| Phone | 650-326-9300 |
| Address | 2765 Sand Hill Road Menlo Park, CA 94025 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| RE | Menlo Realty Partners VI LP | [2022-03-31] | 211.0 | 573.4 |
| HF | Menlo Equities Absolute Return Fund LP | [2016-08-19] | 354.1 | 4.8 |
| HF | Menlo Equities Absolute Return Holdings LP | [2016-08-19] | 1,202.3 | 1,756.9 |
| RE | Menlo Realty Partners V LP | [2014-03-31] | 140.0 | 115.8 |
| RE | Menlo Asset-Backed Partners LLC | [2012-03-12] | 0.0 | 275.7 |
| RE | Menlo Realty Partners III LP | [2012-03-12] | 36.3 | |
| RE | Menlo Realty Partners II LLC | 2012-03-12 | 44.7 | |
| RE | Menlo Realty Partners IV LP | [2012-03-12] | 0.0 | 25.8 |
| RE | Menlo Realty Partners LLC | 2012-03-12 | 34.8 | |
| RE | MRP IV Institutional Co-Investment Fund LP | [2012-03-12] | 0.0 | 10.6 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 5 | 4.1 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 5 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 10 | 4.5 |
| By Discretionary | ||
| Discretionary | 7 | 2.7 |
| Non-Discretionary | 3 | 1.8 |
| Total | 10 | 4.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.5 | |
| Total | 10 | 4.5 |
| Limited Partners | 2011 - 2025 |
|---|---|
| Alaska Permanent Fund Corporation | |
| New York State Common Retirement Fund | |
| State of Michigan Retirement System |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| Kenneth Wong | 27 | |||
| Richard Holmstrom | 9 | |||
| Henry Bullock | 12 | |||
| Kevin Kujawski | 6 | |||
| Richard Holstrom | 4 | |||
| Menlo Equities VI LP | 2 | |||
| Richard Homstrom | 1 | |||
| General Partner Menlo Realty Managers IV LLC | 1 | |||
| Menlo Realty Managers V LLC | 1 | |||
| Menlo Realty Managers VI LLC | 1 | |||
| View All | ||||
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