MENLO EQUITIES LLC
MENLO EQUITIES V LLC Legal Name
Adviser information for MENLO EQUITIES LLC last updated from Form ADV on March 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | California, United States |
Employees
| Total Number of Employees | 41 |
|---|---|
| Investment Advisory/Research | 16 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 7 | $2.5B |
| Non-Discretionary | 3 | $734.9M |
| Total | 10 | $3.2B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 5 | $2.8B |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 5 | $366.1M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMFixed feesPerformance-based feesACQUISITION AND DISPOSITION FEES, PROPERTY MANAGEMENT FEES, ETC. |
Identifiers
| SEC RIA File Number | 801-74582 |
|---|---|
| SEC ERA File Number | 801-74582 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 162139 |
| Legal Entity Identifier | None |
Principal Office
2765 SAND HILL ROADSUITE 200
MENLO PARK
CA
United States
Monday - Friday, 9AM-5PM
Tel: 650-326-9300, Fax: 650-326-9333
Chief Compliance Officer
KEVIN KUJAWSKI
PRESIDENT/COO
2765 SAND HILL ROAD
SUITE 200
MENLO PARK
CA
United States
Tel:
6503269300
Fax:
6503269333
K*******@****************M
(Full email address available in API data)
Industry Affiliates
| 4650 SANTA CLARA TECHNOLOGY PARTNERS | Other investment adviser, including financial plannersSponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles |
| 4700 SANTA CLARA TECHNOLOGY PARTNERS | Other investment adviser, including financial plannersSponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles |
| 529 BRYANT STREET PARTNERS LLC | Other investment adviser, including financial plannersSponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles |
| ANDOVER TECHNOLOGY PARTNERS LLC | Other investment adviser, including financial plannersSponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles |
| BEAUMEADE TECHNOLOGY PARTNERS | Other investment adviser, including financial plannersSponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles |
| BERNARDO TECHNOLOGY PARTNERS II LLC | Other investment adviser, including financial plannersSponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles |
| BOULDER INCOME PARTNERS LLC | Other investment adviser, including financial plannersSponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles |
| BURBANK INCOME PARTNERS LLC | Other investment adviser, including financial plannersSponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles |
| CENTURY PARK INCOME PARTNERS HOLDING COMPANY LLC | Other investment adviser, including financial plannersSponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles |
| CHAMPION INCOME PARTNERS LLC | Other investment adviser, including financial plannersSponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles |
| CHANTILLY OFFICE PARTNERS HOLDING COMPANY | Other investment adviser, including financial plannersSponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles |
| CUPERTINO OFFICE PARTNERS HOLDCO LLC | Other investment adviser, including financial plannersSponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles |
| DEVIN SHAFRON TECHNOLOGY PARTNERS | Other investment adviser, including financial plannersSponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles |
| DOWNTOWN ATLANTA OFFICE PARTNERS LLC | Other investment adviser, including financial plannersSponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles |
| EAST SIXTH OFFICE PARTNERS | Other investment adviser, including financial plannersSponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles |
| EMERALD INCOME HOLDCO | Other investment adviser, including financial plannersSponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles |
| EMERALD VALUE HOLDCO | Other investment adviser, including financial plannersSponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles |
| F.A.A. TECHNOLOGY PARTNERS | Other investment adviser, including financial plannersSponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles |
| FALLS CHURCH OFFICE PARTNERS LLC | Other investment adviser, including financial plannersSponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles |
| FRANKLIN TECHNOLOGY PARTNERS | Other investment adviser, including financial plannersSponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles |
| GEORGETOWN INCOME PARTNERS LLC | Other investment adviser, including financial plannersSponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles |
| HERNDON TECHNOLOGY PARTNERS LLC | Other investment adviser, including financial plannersSponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles |
| HOLGER TECHNOLOGY PARTNERS | Other investment adviser, including financial plannersSponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles |
| KEARNY MESA OFFICE PARTNERS HOLDCO LLC | Other investment adviser, including financial plannersSponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles |
| LAKE FOREST INCOME PARTNERS HOLDCO LLC | Other investment adviser, including financial plannersSponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles |
| MAINSTREAM OFFICE PARTNERS LLC | Other investment adviser, including financial plannersSponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles |
| MANASSAS TECHNOLOGY PARTNERS | Other investment adviser, including financial plannersSponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles |
| MARIANI DRIVE HOLDCO LLC | Other investment adviser, including financial plannersSponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles |
| MARLBOROUGH TECHNOLOGY PARTNERS LLC | Other investment adviser, including financial plannersSponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles |
| MARRIOTT OFFICE PARTNERS HOLDING COMPANY LLC | Other investment adviser, including financial plannersSponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles |
| MARRIOTT OFFICE PARTNERS LLC | Other investment adviser, including financial plannersSponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles |
| MARRIOTT PLAZA ASSOCIATES LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| ME DIGITAL PARTNERS I LLC | Other investment adviser, including financial plannersSponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles |
| ME DIGITAL PARTNERS II LLC | Other investment adviser, including financial plannersSponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles |
| ME DIGITAL PARTNERS LP | Other investment adviser, including financial plannersSponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles |
| ME IRONWOOD DIGITAL PARTNERS LLC | Other investment adviser, including financial plannersSponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles |
| MEARF SECURED HOLDCO LLC | Other investment adviser, including financial plannersSponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles |
| MENLO BCSP 405 PROPERTY | Other investment adviser, including financial plannersSponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles |
| MENLO EQUITIES ABSOLUTE RETURN HOLDINGS REIT LLC | Other investment adviser, including financial plannersSponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles |
| MENLO EQUITIES DEVELOPMENT COMPANY XI LLC | Other investment adviser, including financial plannersSponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles |
| MENLO EQUITIES DEVELOPMENT COMPANY XII LLC | Other investment adviser, including financial plannersSponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles |
| MENLO EQUITIES IV LLC | Other investment adviser, including financial plannersSponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles |
| MENLO EQUITIES MANAGEMENT CO. LLC | Other investment adviser, including financial plannersSponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles |
| MENLO EQUITIES MANAGEMENT COMPANY LP | Other investment adviser, including financial plannersSponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles |
| MENLO EQUITIES VI LP | Other investment adviser, including financial plannersSponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles |
| MENLO REALTY MANAGERS IV LLC | Other investment adviser, including financial plannersSponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles |
| MENLO REALTY MANAGERS V LLC | Other investment adviser, including financial plannersSponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles |
| MENLO REALTY MANAGERS VI LLC | Other investment adviser, including financial plannersSponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles |
| MINNEAPOLIS INCOME PARTNERS LLC | Other investment adviser, including financial plannersSponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles |
| MRP MENLO EQUITIES LLC | Other investment adviser, including financial plannersSponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles |
| NW AUSTIN HOLDCO LLC | Other investment adviser, including financial plannersSponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles |
| NW AUSTIN OFFICE PARTNERS LLC | Other investment adviser, including financial plannersSponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles |
| PARK MEADOW OFFICE PARTNERS | Other investment adviser, including financial plannersSponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles |
| PARKSTONE OFFICE PARTNERS LLC | Other investment adviser, including financial plannersSponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles |
| POLK TECHNOLOGY PARTNERS LLC | Other investment adviser, including financial plannersSponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles |
| RALEIGH DURHAM LAND PARTNERS LLC | Other investment adviser, including financial plannersSponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles |
| RALEIGH DURHAM OFFICE PARTNERS LLC | Other investment adviser, including financial plannersSponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles |
| RANCHO PARKWAY INCOME PARTNERS LLC | Other investment adviser, including financial plannersSponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles |
| REDWOOD CITY INCOME PARTNERS LLC | Other investment adviser, including financial plannersSponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles |
| RICHARDSON TECHNOLOGY PARTNERS | Other investment adviser, including financial plannersSponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles |
| ROYAL RIDGE INCOME PARTNERS LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| ROYAL RIDGE OFFICE PARTNERS | Other investment adviser, including financial plannersSponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles |
| SABRE SPRINGS OFFICE PARTNERS | Other investment adviser, including financial plannersSponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles |
| SAN CLEMENTE OFFICE PARTNERS HOLDCO LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| SAN DIEGO COUNTY PARTNERS LLC | Other investment adviser, including financial plannersSponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles |
| SOUTHWEST PARKWAY OFFICE PARTNERS I LLC | Other investment adviser, including financial plannersSponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles |
| STONECROFT OFFICE PARTNERS LLC | Other investment adviser, including financial plannersSponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles |
| STONEGATE OFFICE PARTNERS LLC | Other investment adviser, including financial plannersSponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles |
| SUNNYVALE TECHNOLOGY PARTNERS LLC | Other investment adviser, including financial plannersSponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles |
| TEMPE INCOME PARTNERS LLC | Other investment adviser, including financial plannersSponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles |
| TEMPE INCOME PARTNERS REIT, INC. | Other investment adviser, including financial plannersSponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles |
| THISTLE INCOME PARTNERS LLC | Other investment adviser, including financial plannersSponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles |
| TOYAMA TECHNOLOGY PARTNERS | Other investment adviser, including financial plannersSponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| MENLO EQUITIES ABSOLUTE RETURN FUND LP | Hedge Fund | $5.2M | $0.3M | 278 |
| MENLO EQUITIES ABSOLUTE RETURN HOLDINGS LP | Hedge Fund | $1,745.4M | $0.3M | 526 |
| MENLO REALTY PARTNERS V LP | Real Estate Fund | $250.0M | $1.0M | 121 |
| MENLO REALTY PARTNERS VI LP | Real Estate Fund | $191.7M | $1.0M | 163 |
| MRP IV INSTITUTIONAL CO-INVESTMENT FUND LP | Real Estate Fund | $12.2M | $1.0M | 3 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| HOLMSTROM, RICHARD, JAMES | Individual | – | MANAGING PRINCIPAL | 03/1999 | < 5% |
| DIAMANT INVESTMENTS LLC | Domestic Entity | – | MEMBER AND CO-OWNER | 03/1999 | 25-50% |
| HOLMSTROM, RICHARD, JAMES | Individual | DIAMANT INVESTMENTS LLC | OWNER | 07/2008 | > 75% |
| KUJAWSKI, KEVIN, SCOTT | Individual | – | CHIEF OPERATING OFFICER | 11/2011 | < 5% |
| KUJAWSKI, KEVIN, SCOTT | Individual | – | CHIEF COMPLIANCE OFFICER | 07/2012 | < 5% |
| GRIFFIN, MICHAEL, JOSEPH | Individual | – | CHIEF FINANCIAL OFFICER | 01/2019 | < 5% |
| HENRY D. BULLOCK ADMINISTRATIVE TRUST | Domestic Entity | MENLO LEGACY HOLDINGS, L.P. | OWNER | 07/2019 | > 75% |
| BULLOCK, BENJAMIN, DURE | Individual | HENRY D. BULLOCK ADMINISTRATIVE TRUST | TRUSTEE | 02/2020 | |
| MENLO LEGACY HOLDINGS, L.P. | Domestic Entity | – | CO-OWNER | 06/2008 | 50-75% |
| MENLO CAPITAL HOLDINGS II LLC | Domestic Entity | MENLO LEGACY HOLDINGS, L.P. | GENERAL PARTNER | 07/2008 | |
| MENLO LEGACY HOLDINGS 2008 REVOCABLE TRUST | Domestic Entity | MENLO LEGACY HOLDINGS, L.P. | MEMBER | 07/2008 | > 75% |