SourcingSourcing

MENLO ADVISORS LLC

A70
CRD 122721·SEC 801-61504·MENLO PARK, CA
AUM
$369.7M
$100M-$500M
Est. Revenue
$3.7M
@ 1% on AUM
Est. EBITDA
$1.1M
@ 30% margin
Est. Deal Value
$8.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MENLO ADVISORS LLC
CRD
122721
SEC file #
801-61504
EIN
000000000
DBA names
—

Economics

AUM
$369.7M
AUM band
$100M-$500M
AUM trajectory
'20'26
$226.4M → $369.7M▲ +63%
Client mix
Individuals High Net Worth27
Individuals Other12
Pooled Investment Vehicles1

Operations

Employees (total)
2
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'20'26
2 advisors → 1 advisors▼ -50%
Primary office
MENLO PARK CA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesSelection of other advisers
Fee basis
% of AUMHourly chargesPerformance-based feesOther Compensation

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
menloadvisors.org

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SEYMOUR, KENT, ROBERT
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
SEYMOUR, KENT, ROBERT
SEYMOUR, TRACEY, SEALER
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
menloadvisors.org
Rdap Domain Creation Date
2003-03-26T08:26:53.248Z
Rdap Firm Age Years
23
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001279708
Edgar Registered
Yes
Edgar Filing Count
97
Edgar First Filing Date
2004-02-13
Edgar Last Filing Date
2025-08-06
Edgar 13f Count
97
Edgar 13f Latest AUM Estimate
Filing Date2025-08-06
Accession0001279708-25-000004

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Charles Schwab6
E*trade4
Jpmorgan2
Edgar Addresses
Mailing
659 OAK GROVE AVENUESTE 207MENLO PARK, CA 94025
Business
659 OAK GROVE AVENUESTE 207MENLO PARK, CA 94025
Edgar EIN
000000000
Edgar Recent Filings
13F-HR2025-08-06 · 0001279708-25-000004
13F-HR2025-04-14 · 0001279708-25-000002
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-03-26T08:26:53.248Z
Rdap Domain Last Changed
2026-05-10T08:26:54.015Z
Rdap Nameservers
Ns1.worldnic.comNs2.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
1792039
Trust Company Affiliate
No

People (2)

2
SEYMOUR, KENT, ROBERT
IAR · Direct Owner · 62.5%
1792039
SEYMOUR, TRACEY, SEALER
Direct Owner · 62.5%
1776070