Multi-Family OfficeRIA · CRD 127508

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MENON/BROWN ADVISORY GROUP

MENON/BROWN ADVISORY GROUP is a state-registered investment adviser in SAN JUAN CAPISTRANO, CA. The firm manages approximately $13 million in regulatory...

MENON/BROWN ADVISORY GROUP

MENON/BROWN ADVISORY GROUP is a state-registered investment adviser in SAN JUAN CAPISTRANO, CA. The firm manages approximately $13 million in regulatory assets. It has 2 employees and 1 investment adviser.

General information

Firm type

Multi Family Office

Year founded

2013

Location

Region

North America

Country

United States

City

San Juan Capistrano

Corporate office

Greenwich, CT, United States

Principals

Ranjit Menon

Co-Founder and Managing Partner

Thomas Brown

Co-Founder and Managing Partner

Sector focus

Enterprise SoftwareAI/MLFinTechDigital HealthConsumer Technology

Frequently asked questions

Who runs investment decisions at MENON/BROWN Advisory Group?

Co-Founders and Managing Partners Ranjit Menon and Thomas Brown jointly oversee the firm's investment activities. Both came from institutional wealth management backgrounds prior to launching the firm in 2013, and they operate a committee-based investment governance structure rather than concentrating authority in a single CIO. Day-to-day sourcing and due diligence are managed by a small internal team with sector-specific expertise in enterprise software, fintech, and structured credit.

Does MENON/BROWN participate in fund commitments or only direct deals?

The firm favors direct co-investments and special-purpose vehicle (SPV) structures over blind-pool fund commitments, giving each client family line-of-sight into individual portfolio assets. However, for certain niche exposures — particularly in structured private credit and select growth-stage venture — MENON/BROWN does allocate to external fund managers where the underlying strategy is transparent and the manager has a track record of co-investment alongside limited partners.

How does MENON/BROWN source proprietary deal flow?

The firm's deal flow is anchored in the professional networks of its founding partners and the technology entrepreneurs it serves as clients. Many portfolio opportunities arrive through co-investor relationships with other family offices and venture firms in the Northeast corridor. Because MENON/BROWN's client base includes active operators and former founders, the firm can diligence deals through practitioner networks rather than relying solely on intermediary-driven processes.

What is MENON/BROWN's known posture on co-investments alongside external GPs?

Co-investment is central to the firm's model. MENON/BROWN prefers to invest directly alongside general partners on a deal-by-deal basis rather than committing capital to blind-pool funds, a posture that aligns with its clients' desire for transparency and asset-level control. The firm evaluates each co-investment opportunity on its own merits and negotiates fee structures independently, avoiding the layered fee arrangements common in fund-of-funds models.

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