Bank / Wealth / TrustRIA · CRD 144072SEC-Registered

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Mayfield Advisors

Mayfield Advisors is an SEC-registered investment adviser in Palo Alto, CA, registered since 2022. The firm manages approximately $143 million in regulatory...

Mayfield Advisors logo

Mayfield Advisors

Mayfield Advisors is an SEC-registered investment adviser in Palo Alto, CA, registered since 2022. The firm manages approximately $143 million in regulatory assets. It has 4 employees and 4 investment advisers.

General information

Firm type

Bank / Wealth / Trust

Year founded

2022

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Palo Alto

Corporate office

Palo Alto, CA, United States

Frequently asked questions

Is Mayfield Advisors related to Mayfield Fund, the venture capital firm?

No public evidence links Mayfield Advisors to Mayfield Fund, the venture capital firm also historically based in the Bay Area. The shared name appears coincidental. Mayfield Fund was founded in 1969 by Tommy Davis and is a distinct, separately managed institutional venture firm. No shared principals, offices, or regulatory filings connect the two entities.

What type of clients does Mayfield Advisors serve?

Public records do not specify Mayfield Advisors' client base. Given its Palo Alto location and wealth management classification, its clients are likely high-net-worth individuals, families, or trusts concentrated in the Bay Area technology community. The firm's minimal public footprint suggests it operates through private referrals rather than open marketing.

Does Mayfield Advisors manage institutional capital?

There is no indication in public filings or financial press that Mayfield Advisors manages institutional capital from pensions, endowments, or sovereign funds. The firm's classification and absence from institutional databases point toward a private-wealth advisory model rather than an institutional asset management platform.

How can an allocator or peer family office contact Mayfield Advisors?

Mayfield Advisors maintains no public website, LinkedIn presence, or known contact channels. Interested parties typically rely on warm introductions through Palo Alto professional networks, legal counsel, or wealth-management referral circles. The firm does not appear to accept unsolicited inquiries.

Is Mayfield Advisors registered with the SEC?

Mayfield Advisors' SEC registration status is not confirmed in the available public record. Many wealth management firms operating below $100 million in regulatory assets under management file as Exempt Reporting Advisers or operate under state registration, which would limit federal-level disclosure. No Form ADV or other public filing is currently accessible.

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