A complete list of active advisors currently associated with Menlo Advisors LLC

Warmer can help you find a great advisor at Menlo Advisors LLC or one who fits your needs even better.

Menlo Advisors LLC provides discretionary investment management and limited financial planning to individuals, high‑net‑worth clients, trusts and estates, with portfolios tailored to each client’s objectives, time horizon and liquidity needs. The firm also serves pooled investment clients through a private limited partnership and, on occasion, acts as a purchaser representative to advise unaccredited investors considering private offerings. Menlo constructs customized asset allocations and monitors accounts continuously, using a mix of fundamental, technical and cyclical analysis across domestic and international equities, fixed income, options and selected alternative investments. The firm may recommend including a margin feature at account opening (with margin used only if the client authorizes it), employs options and limited short‑selling primarily for hedging, and, for its pooled fund investors, offers a fee option that can include a performance‑based allocation. Noteworthy distinctions include Menlo’s role as general partner and investment adviser to Skyline Partners, LP, making it a private fund sponsor and private fund adviser that manages pooled vehicles on behalf of qualifying clients. The combination of sponsoring a fund of funds, offering performance‑linked compensation for fund investors, occasionally representing unaccredited purchasers, and the potential use of borrowing and derivatives in managed accounts are features the firm discloses as uncommon among its peers and that introduce additional liquidity, valuation and conflict‑of‑interest considerations.

To learn more about the advisors currently working at Menlo Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Kent Seymour	Menlo Park, CA	24

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support