Investment adviser · CRD 122721

MENLO ADVISORS LLC

Investment adviser filing (IA)

MENLO PARK, CA, United States · Form ADV filed Mar 31, 2026

Regulatory AUM: $370M
Client accounts: 100
Employees: 2
Advisory professionals: 1

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	27	$337,560,096	91.3%
Charities	Fewer than 5	$20,385,366	5.5%
Pooled investment vehicles	1	$9,618,053	2.6%
Individuals	12	$2,153,989	0.6%

Filing source

Form ADV 2083099 · Mar 31, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

SKYLINE PARTNERS, LPHedge Fund · Last reported Mar 31, 2026$9.62MGross asset value

Fund administrator YULISH & ASSOCIATES OXNARD, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor SPICER JEFFRIES LLP GREENWOOD VILLAGE, Colorado, United States

Custodian JPMORGAN CHASE BANK N.A. MENLO PARK, California, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

SPICER JEFFRIES LLP
PCAOB 349

Fund details & source

Fund ID: 805-8767911699
Reported beneficial owners: 1
Minimum commitment: $250K
Form D file number: 021-65728

Form ADV 2083099 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 31, 2026. View historical filings

Reported services

Individual portfolio management · Pooled investment vehicle management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Performance-based

Principal office

659 OAK GROVE AVENUE, SUITE 207
MENLO PARK, CA, 94025, United States

CRD 122721

Filing source

Form ADV 2083099 · Mar 31, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.