MENLO EQUITIES V LLC
Legal name: MENLO EQUITIES
CRD #162139 SEC #801-74582 MENLO PARK, CA 650-326-9300
SEC Registered Private Funds
Total AUM
$4.5B
Discretionary
$2.7B
Employees
42
Clients
--
Accounts
10
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $4.5B | $2.7B | $1.8B | 42 | 0 |
| Mar 2025 | $4.5B | $2.7B | $1.8B | 42 | 0 |
| Mar 2024 | $3.2B | $2.5B | $734.9M | 41 | 0 |
| May 2023 | $3.1B | $2.4B | $659M | 30 | 0 |
| Mar 2023 | $3.1B | $2.4B | $659M | 30 | 0 |
| Mar 2022 | $3B | $3B | $0 | 27 | 0 |
| Mar 2021 | $2.5B | $2.5B | $0 | 23 | 0 |
| Nov 2020 | $2.2B | $2.2B | $0 | 28 | 0 |
| Mar 2020 | $2.2B | $2.2B | $0 | 28 | 0 |
| Aug 2019 | $2B | $2B | $0 | 26 | 0 |
| Apr 2019 | $2B | $2B | $0 | 26 | 0 |
| Mar 2019 | $2B | $2B | $0 | 26 | 0 |
| Mar 2018 | $1.8B | $1.8B | $0 | 24 | 0 |
| Dec 2017 | $2.5B | $2.5B | $0 | 25 | 0 |
| Aug 2017 | $203.5M | $203.5M | $0 | 25 | 1 |
| Apr 2017 | $203.5M | $203.5M | $0 | 25 | 1 |
| Feb 2017 | $82.2M | $82.2M | $0 | 25 | 1 |
| Jun 2016 | $82.2M | $82.2M | $0 | 25 | 1 |
| Mar 2016 | $82.2M | $82.2M | $0 | 25 | 1 |
| May 2015 | $41.2M | $41.2M | $0 | 24 | 1 |
| Mar 2015 | $172.2M | $172.2M | $0 | 24 | 1 |
| Apr 2014 | $311.1M | $311.1M | $0 | 21 | 26 |
| Apr 2013 | $427.8M | $427.8M | $0 | 21 | 26 |
| Jul 2012 | $420.1M | $420.1M | $0 | -- | 26 |
| Mar 2012 | $420.1M | $420.1M | $0 | -- | 26 |
DateApr 2025
Total AUM$4.5B
Discretionary$2.7B
Non-Disc.$1.8B
Employees42
Clients0
DateMar 2025
Total AUM$4.5B
Discretionary$2.7B
Non-Disc.$1.8B
Employees42
Clients0
DateMar 2024
Total AUM$3.2B
Discretionary$2.5B
Non-Disc.$734.9M
Employees41
Clients0
DateMay 2023
Total AUM$3.1B
Discretionary$2.4B
Non-Disc.$659M
Employees30
Clients0
DateMar 2023
Total AUM$3.1B
Discretionary$2.4B
Non-Disc.$659M
Employees30
Clients0
DateMar 2022
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees27
Clients0
DateMar 2021
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees23
Clients0
DateNov 2020
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees28
Clients0
DateMar 2020
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees28
Clients0
DateAug 2019
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees26
Clients0
DateApr 2019
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees26
Clients0
DateMar 2019
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees26
Clients0
DateMar 2018
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees24
Clients0
DateDec 2017
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees25
Clients0
DateAug 2017
Total AUM$203.5M
Discretionary$203.5M
Non-Disc.$0
Employees25
Clients1
DateApr 2017
Total AUM$203.5M
Discretionary$203.5M
Non-Disc.$0
Employees25
Clients1
DateFeb 2017
Total AUM$82.2M
Discretionary$82.2M
Non-Disc.$0
Employees25
Clients1
DateJun 2016
Total AUM$82.2M
Discretionary$82.2M
Non-Disc.$0
Employees25
Clients1
DateMar 2016
Total AUM$82.2M
Discretionary$82.2M
Non-Disc.$0
Employees25
Clients1
DateMay 2015
Total AUM$41.2M
Discretionary$41.2M
Non-Disc.$0
Employees24
Clients1
DateMar 2015
Total AUM$172.2M
Discretionary$172.2M
Non-Disc.$0
Employees24
Clients1
DateApr 2014
Total AUM$311.1M
Discretionary$311.1M
Non-Disc.$0
Employees21
Clients26
DateApr 2013
Total AUM$427.8M
Discretionary$427.8M
Non-Disc.$0
Employees21
Clients26
DateJul 2012
Total AUM$420.1M
Discretionary$420.1M
Non-Disc.$0
Employees--
Clients26
DateMar 2012
Total AUM$420.1M
Discretionary$420.1M
Non-Disc.$0
Employees--
Clients26