MENLO EQUITIES V LLC

MENLO EQUITIES V LLC of MENLO PARK, CA is an SEC-registered investment adviser (CRD 162139). Regulatory assets under management: $4.7B.

Registration

Business model

Compensation: % of AUM, Fixed, Performance, Other.

Clients served: Pooled vehicles, Investment cos.

Officers, owners & control persons (18)

NameRoleLocation
Richard James HolmstromMANAGING PRINCIPAL; OWNERMenlo Park, CA
Kevin Scott KujawskiCHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER
Michael Joseph GriffinCHIEF FINANCIAL OFFICER
Benjamin Dure BullockTRUSTEE
GRIFFIN JOHN JOSEPHCHIEF FINANCIAL OFFICER
VAUGHAN JANEPARTNER
BULLOCK HENRYMANAGING PRINCIPAL; OWNER
HOLMSTROM RICHARDMANAGING PRINCIPAL; OWNER
KUJAWSKI KEVINCHIEF COMPLIANCE OFFICER; CHIEF FINANCIAL AND OPERATING OFFICER; CHIEF OPERATING OFFICER
HENRY D AND TERRI D BULLOCK LIVING TRUSTOWNER
SNOOK ROBERT FREERCHIEF COMPLIANCE OFFICER
LEGACY HOLDINGS REVOCABLE TRUSTOWNER
GRIFFIN MICHAELCHIEF FINANCIAL OFFICER
Eng Robert HamTRUSTEE
BULLOCK BENJAMIN DTRUSTEE
HOLMSTROM RICHARD JAMESMANAGING PRINCIPAL; OWNER
KUJAWSKI KEVIN SCOTTCHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER
BULLOCK BENJAMIN DURETRUSTEE

Private funds (6)

Hedge Fund: 2 · Real Estate Fund: 4

FundTypeFormedOwnersGross asset valueMin investment
MENLO EQUITIES ABSOLUTE RETURN HOLDINGS LPHedge FundDelaware400$1.9B$250K
MENLO REALTY PARTNERS VI LPReal Estate FundDelaware169$641.0M$1.0M
MENLO REALTY PARTNERS V LPReal Estate FundDelaware121$82.4M$1.0M
MENLO DIGITAL OPPORTUNITY FUND II-A LPReal Estate FundDelaware14$56.8M$10.0M
MRP IV INSTITUTIONAL CO-INVESTMENT FUND LPReal Estate FundDelaware3$5.0M$1.0M
MENLO EQUITIES ABSOLUTE RETURN FUND LPHedge FundDelaware216$4.5M$250K

Branch offices (2)

CityStateEmployeesPhone
NEWPORT BEACHCA49496802506
AUSTINTX35127167898

Fund service providers (1)

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