Menlo Advisors LLC
Menlo Advisors LLC is an independent Registered Investment Adviser based in Menlo Park, California. Founded in 2002, it specializes in fee-only separate account management and comprehensive financial planning for individuals, families, high-net-worth clients, and some charitable organizations. The firm is staffed by 3 experienced financial planners and manages approximately $283 million in assets. Menlo Advisors operates with fiduciary duty, maintaining regulatory compliance with the SEC, and offers tailored portfolio management and investment advisory services.
Investment Strategy
Menlo Advisors LLC constructs diversified, global client portfolios using a fee-only approach; it aims to simplify and augment allocations according to clients’ specific needs, estate plans, tax considerations, and financial goals. The firm primarily serves individuals and families, building portfolios that may include equities, fixed income, and, where appropriate, venture capital, private equity, real estate, and alternative assets. Independent from banks or brokerages, Menlo Advisors adapts strategies as clients’ situations evolve and coordinates with external professionals for holistic wealth management.
Top Holdings
Equity Positions (28)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BRK-B | BERKSHIRE HATHAWAY CLASS B | 13.80% | $25.6M | 52,702 | $87.37 | $485.77 | -$2.9M |
G GLD | SPDR GOLD SHARES ETF | 7.97% | $14.8M | 48,503 | $138.20 | $304.83 | -$2.8M |
G GOOG | ALPHABET INC CLASS C | 7.40% | $13.7M | 77,393 | $35.93 | $177.39 | +$1.5M |
M MSFT | MICROSOFT CORP | 7.28% | $13.5M | 27,172 | $44.45 | $497.41 | +$3.1M |
G GDX | VANECK GOLD MINERS ETF | 6.63% | $12.3M | 236,215 | $28.06 | $52.06 | +$1.3M |