RIA Intel›Advisers›California›MENON, SASHI

MENON, SASHI

Advisory

CA

Data as of Feb 11, 2026 · Source: SEC Form ADV

Rank in CA
#4,510
of 5,480 advisers by AUM
Average account
$1M
across 13 accounts
AUM per adviser
$13M
1 adviser

Source: SEC Form ADV. Figures as filed Feb 11, 2026.

Total AUM
$13M
Discretionary %
100%
Clients
13
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$13M
Discretionary AUM$13M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients13
Team
Total Employees2
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureSole Proprietorship
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

LUMEN ADVISORS, LLC
SAN FRANSCISCO, CA
$13M
-80.0% 1Y
JACUMEN ASSET MANAGEMENT CORP.
$13M
EAGLE WEALTH MANAGEMENT, INC.
$13M
FAUST CAPITAL MANAGEMENT, LLC
$13M
VII PEAKS-KBR BDC ADVISOR II, LLC
SAN FRANCISCO, CA
$13M
ARTIS CAPITAL MANAGEMENT, L.P.
SAN FRANCISCO, CA
$13M
-49.2% 1Y

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