# Menlo Advisors

Menlo Advisors is a Bank / Wealth / Trust based in Menlo Park, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Menlo Park, United States
- **Region:** North America
- **Address:** Menlo Park, CA, United States
- **Founded:** 2002
- **Assets under management:** Undisclosed
- **Website:** www.menloadvisors.com

## Regulatory record

- **CRD number:** 122721
- **SEC file number:** 801-61504
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/122721

## About

Menlo Advisors is an SEC-registered investment adviser in Menlo Park, CA, registered since 2002. The firm manages $370 million in regulatory assets. It has 2 employees and 1 investment adviser.

## Questions

### Who are the key decision-makers at Menlo Advisors?

The firm has not publicly named a CEO, CIO, or principal on its website or in regulatory marketing materials. This level of privacy is not uncommon for registered investment advisors that rely on direct referrals rather than public branding to grow their client base.

## Related profiles

- [Menhaden](https://altss.com/profile/menhaden)
- [Menlo Ventures](https://altss.com/profile/menlo-ventures)

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Last updated: 2026-06-03T20:00:00.000Z

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