Top 10 financial advisors in Menlo Park, CA
We’ve curated a list of the best financial advisors in Menlo Park, take a look at it below
Find an advisor in Menlo Park| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $95,428,107,488 | 247 advisors | ||
| 2 | $55,575,086,636 | 202 advisors | ||
| 3 | $23,696,103,779 | 77 advisors | ||
| 4 | $8,074,746,000 | 23 advisors | ||
| 5 | $4,949,543,895 | 34 advisors | ||
| 6 | $4,060,171,146 | 14 advisors | ||
| 7 | $3,991,769,877 | 12 advisors | ||
| 8 | $3,973,880,060 | 60 advisors | ||
| 9 | $3,710,990,770 | 34 advisors | ||
| 10 | $3,576,923,882 | 49 advisors |
How we came up with this list
To generate our top financial advisors list in Menlo Park, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Menlo Park. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
Silver Lake Technology Management, LLC
Silver Lake Technology Management, LLC is a financial advisory firm based in Menlo Park, California. It currently has approximately $95,428,107,488 of assets under management and employs about 247 people. Silver Lake Technology Management, LLC uses a fee structure of a percentage of assets under your management and carried interest.
Assets under management
$95,428,107,488
Headcount
247 advisors
Fee structure
A percentage of assets under your management
CARRIED INTEREST
SEC number
801-74182
Services offered
Portfolio Management For Pooled Investment Vehicles
Sequoia Capital Operations, LLC
Sequoia Capital Operations, LLC is a financial advisory firm based in Menlo Park, California. It currently has approximately $55,575,086,636 of assets under management and employs about 202 people. Sequoia Capital Operations, LLC uses a fee structure of a percentage of assets under your management and carried interest.
Assets under management
$55,575,086,636
Headcount
202 advisors
Fee structure
A percentage of assets under your management
CARRIED INTEREST
SEC number
801-122957
Services offered
Portfolio Management For Pooled Investment Vehicles
Makena Capital Management, LLC
Makena Capital Management, LLC is a financial advisory firm based in Menlo Park, California. It currently has approximately $23,696,103,779 of assets under management and employs about 77 people. Makena Capital Management, LLC uses a fee structure of a percentage of assets under your management, performance-based fees and carried interest.
Assets under management
$23,696,103,779
Headcount
77 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
CARRIED INTEREST
SEC number
801-74068
Services offered
Portfolio Management For Pooled Investment Vehicles
Selection Of Other Advisers
Scge Management, L.p.
Scge Management, L.p. is a financial advisory firm based in Menlo Park, California. It currently has approximately $8,074,746,000 of assets under management and employs about 23 people. Scge Management, L.p. uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$8,074,746,000
Headcount
23 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-73468
Services offered
Portfolio Management For Pooled Investment Vehicles
Patient Square Capital, Lp
Patient Square Capital, Lp is a financial advisory firm based in Menlo Park, California. It currently has approximately $4,949,543,895 of assets under management and employs about 34 people. Patient Square Capital, Lp uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$4,949,543,895
Headcount
34 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-120508
Services offered
Portfolio Management For Pooled Investment Vehicles
Regis Management Company, LLC
Regis Management Company, LLC is a financial advisory firm based in Menlo Park, California. It currently has approximately $4,060,171,146 of assets under management and employs about 14 people. Regis Management Company, LLC uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.
Assets under management
$4,060,171,146
Headcount
14 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
SEC number
801-69740
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
- Not sure which one to choose?Use our smart matching tool
Juniper Hill Capital Management Lp
Juniper Hill Capital Management Lp is a financial advisory firm based in Menlo Park, California. It currently has approximately $3,991,769,877 of assets under management and employs about 12 people. Juniper Hill Capital Management Lp uses a fee structure of a percentage of assets under your management, fixed fees, performance-based fees and expense reimbursements.
Assets under management
$3,991,769,877
Headcount
12 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
EXPENSE REIMBURSEMENTS
SEC number
801-114879
Services offered
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pantera Capital
Pantera Capital is a financial advisory firm based in Menlo Park, California. It currently has approximately $3,973,880,060 of assets under management and employs about 60 people. Pantera Capital uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$3,973,880,060
Headcount
60 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-113456
Services offered
Portfolio Management For Pooled Investment Vehicles
Sofinnova Investments, Inc.
Sofinnova Investments, Inc. is a financial advisory firm based in Menlo Park, California. It currently has approximately $3,710,990,770 of assets under management and employs about 34 people. Sofinnova Investments, Inc. uses a fee structure of a percentage of assets under your management, performance-based fees and percent of capital commitments.
Assets under management
$3,710,990,770
Headcount
34 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
PERCENT OF CAPITAL COMMITMENTS
SEC number
801-110134
Services offered
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
- Not sure which one to choose?Use our smart matching tool
Frazier Life Sciences Management, Lp
Frazier Life Sciences Management, Lp is a financial advisory firm based in Menlo Park, California. It currently has approximately $3,576,923,882 of assets under management and employs about 49 people. Frazier Life Sciences Management, Lp uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$3,576,923,882
Headcount
49 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-122904
Services offered
Portfolio Management For Pooled Investment Vehicles
See full profileMeet the advisor
1001 Page Mill Road,
Building 4, Suite B,
Menlo Park,
California,
94304
Your first meeting is free.