RIA Intel›Advisers›California›MENLO EQUITIES V LLC

MENLO EQUITIES V LLC

Advisory

N·MENLO PARK, CA

Data as of May 12, 2026 · Source: SEC Form ADV

Total AUM

$4.7B

1-Year AUM Growth

+40.0%

3-Year CAGR

+14.0%

Employees

16

Assets Under Management

Total AUM$4.7B

Discretionary AUM$3.0B

Non-Discretionary AUM$1.7B

Discretionary %64.4%

Total Clients10

Team

Total Employees16

Investment Advisers52

Employee Growth (1Y)—

Filing History

Total Filings on Record24

First FilingMar 12, 2012

Latest FilingMay 12, 2026

🔒 Full AUM trend chart and 24 historical filings spanning 14+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on MENLO EQUITIES V LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.