MENLO GROUP, LLC
Adviser information for MENLO GROUP, LLC last updated from Form ADV on June 8th, 2023. 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 | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| 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 | No |
|---|
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 | 0 | $0 |
| 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 | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | – |
|---|---|
| Compensation | – |
Identifiers
| SEC RIA File Number | 802-118649 |
|---|---|
| SEC ERA File Number | 802-118649 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 308522 |
| Legal Entity Identifier | None |
Principal Office
30 BARBARA LANEMENLO PARK
CA
United States
Monday - Friday, 8 AM TO 5 PM PT
Tel: 650-906-7724, Fax: None
Websites
Chief Compliance Officer
KRISTIN MCDONNELL
CHIEF EXECUTIVE OFFICER
30 BARBARA LANE
MENLO PARK
CA
United States
Tel:
650-906-7724
K******@*************T
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| GOLDENARC MCD FUND, A SERIES OF MCDONNELL MASTER FUND, LLC | Venture Capital Fund | $3.1M | $0.1M | 12 |
| GOLDENARC MCD II FUND, A SERIES OF MCDONNELL MASTER FUND, LLC | Venture Capital Fund | $7.0M | $0.1M | 52 |
| MCD 21 GROWTH, A SERIES OF MCDONNELL MASTER FUND, LLC | Private Equity Fund | $2.7M | $0.1M | 19 |
| MCD 27 FUND, A SERIES OF MCDONNELL MASTER FUND, LLC | Private Equity Fund | $4.2M | $0.1M | 28 |
| MCD 28 FUND, A SERIES OF MCDONNELL MASTER FUND, LLC | Venture Capital Fund | $3.2M | $0.1M | 18 |
| MCD GROWTH SECONDARY 20, A SERIES OF MCDONNELL MASTER FUND, LLC | Venture Capital Fund | $1.8M | $0.1M | 20 |
| MGVC 22 FUND, A SERIES OF MCDONNELL MASTER FUND, LLC | Venture Capital Fund | $1.9M | $0.1M | 37 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| McDonnell, Kristin, Asleson | Individual | – | CEO | 03/2020 | > 75% |