SourcingSourcing

MENLO EQUITIES V LLC

C17
CRD 162139·SEC 801-74582·MENLO PARK, CA
AUM
$4.69B
$1B+
Est. Revenue
$46.9M
@ 1% on AUM
Est. EBITDA
$14.1M
@ 30% margin
Est. Deal Value
$112.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MENLO EQUITIES V LLC
CRD
162139
SEC file #
801-74582
EIN
000000000
DBA names
Menlo Equities

Economics

AUM
$4.69B
AUM band
$1B+
AUM trajectory
'20'26
$2.05B → $4.69B▲ +129%
Client mix
Pooled Investment Vehicles9
Corporations3

Operations

Employees (total)
52
Advisory staff (per ADV)
16
Advisory staff (5-yr trend)
'20'26
12 advisors → 16 advisors▲ +33%
Primary office
MENLO PARK CA
Branches
—

Custodian & Brokerage

Primary custodian
Northern Trustlow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMFixed feesPerformance-based feesOther Compensation

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
menloequities.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
DIAMANT INVESTMENTS LLC
Top Owner Pct
37.5
Owner Count
4
Control Persons
DIAMANT INVESTMENTS LLC
GRIFFIN, MICHAEL, JOSEPH
Solo Advisor Indicator
No
Succession Risk Solo Owner
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
MENLOEQUITIES.COM
Rdap Domain Creation Date
1999-01-08T05:00:00Z
Rdap Firm Age Years
27
Rdap Firm Age Band
20+y
Rdap Registrar
easyDNS Technologies Inc.

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001616266
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2014-08-15
Edgar Last Filing Date
2014-08-15
Edgar Form D Count
1
Edgar Form D Offerings
2014-08-152014-08-15 · 0001616266-14-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

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
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Northern Trust12
Wells Fargo4
E*trade4
Jpmorgan2
Edgar Addresses
Mailing
C/O MENLO EQUITIES V LLC490 CALIFORNIA AVENUE, 4TH FLOORPALO ALTO, CA 94306
Business
C/O MENLO EQUITIES V LLC490 CALIFORNIA AVENUE, 4TH FLOORPALO ALTO, CA 94306
Edgar EIN
000000000
Edgar Recent Filings
D2014-08-15 · 0001616266-14-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-01-08T05:00:00Z
Rdap Domain Last Changed
2025-12-24T13:21:10Z
Rdap Nameservers
Dns1.easydns.comDns2.easydns.netDns3.easydns.ca
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (3)

3
GRIFFIN, MICHAEL, JOSEPH
Executive Officer · 2.5%
6887508
HOLMSTROM, RICHARD, JAMES
Executive Officer · 2.5%
6035439
KUJAWSKI, KEVIN, SCOTT
Executive Officer · 2.5%
6036211