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 |
|---|---|---|
Menlo Park, CA
| 23
|
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