Menlo Equities
SEC RegisteredInvesting in mission critical commercial real estate in the most vibrant technology-driven, innovation hub markets in the United States.
About the firm
Menlo Equities is a private, vertically-integrated commercial real estate investment firm with an established history of successfully investing through economic and real estate cycles. Menlo's goal is to create value and generate superior, risk-adjusted returns through four investment platforms: Core-Plus, Value-Add, Digital Infrastructure (Menlo Digital), and Development. Menlo's proven investment model is built on enduring partnerships developed with our investors, tenants, and lending institutions.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Commercial real estate investment through four platforms: Core-Plus, Value-Add, Digital Infrastructure (Menlo Digital), and Development.
Who they serve
Investors, tenants, and lending institutions
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 9 | $3.0B |
Leadership
Office locations
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Closed end fund (investment period) | 1.25% |
| Closed end fund (investment period, high end) | 1.75% |
| Open end fund (quarterly NAV basis) | 1.25% |
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Menlo Equities has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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