Menlo Advisors Llc
- Regulatory AUM
- $370M
- Discretionary
- $370M
- Clients
- 40
- Avg AUM / client
- $9.2M
- Accounts
- 100
- Employees
- 2
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 12 | $2.2M | 0.58% |
| High net worth individuals | 27 | $338M | 91.3% |
| Pooled investment vehicles (non-investment companies) | 1 | $9.6M | 2.6% |
| Charitable organizations | Fewer than 5 clients | $20.4M | 5.51% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $8.5M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Skyline Partners, Lp | Hedge Fund | Delaware | $8.5M | 1 |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kent Robert Seymour | President, Chief Compliance Officer | CFA | Sep 2002 (24y) | 50% – 75% |
| Seymour, Tracey, Sealer | Chief Financial Officer | Sep 2002 (24y) | 50% – 75% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $8.5M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Skyline Partners, Lp | Hedge Fund | $8.5M | $250K | 1 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.18 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Performance-based fees
- • Other fees
- • MINIMUM FEE
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $360M (97% of AUM) Mar 2026
- UBS $93.6M (41% of AUM) May 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗