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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 1b 10b

MENLO EQUITIES V LLC

CRD 162169

MENLO PARK, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:806d37e7-64fe-4a1d-a883-59c123667c44

Data as of Aug 23, 2017 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:09 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 0
On other graphs: 2
Observed: Mar 12, 2012 to Aug 23, 2017
12 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Menlo Equities V LLC

Private equity manager · shared crd

Real Estate Fundsidentity

Menlo Equities V LLC

Real estate fund manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $1.5BItem 5.F on the latest filing (2017-08-23); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.5B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 0
Advisory employees: 0
Accounts: 31
Private funds: 4Schedule D 7.B(1)
Private fund GAV: $848Mgross asset value as reported per fund; never fund size
SEC number: 801-74583
CRD: 162169
Filings on the tape: 12
First filed: Mar 12, 2012
Latest filed: Aug 23, 2017
Organised: Limited Liability Company, California

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BULLOCK, HENRY	MANAGING PRINCIPAL	Na	yes	06/2008	Mar 12, 2012	Aug 23, 2017
BULLOCK, HENRY	Trustee	F	yes	02/2016	Mar 12, 2012	Aug 23, 2017
DIAMANT INVESTMENTS LLC	MEMBER AND CO-OWNER	C	yes	06/2008	Mar 12, 2012	Aug 23, 2017
HOLMSTROM, RICHARD	Owner	E	yes	07/2008	Mar 12, 2012	Aug 23, 2017
HOLMSTROM, RICHARD	MANAGING PRINCIPAL	Na	yes	06/2008	Mar 12, 2012	Aug 23, 2017
KUJAWSKI, KEVIN	CHIEF FINANCIAL AND OPERATING OFFICER	Na	yes	11/2011	Mar 12, 2012	Aug 23, 2017
MENLO CAPITAL HOLDINGS II LLC	GENERAL PARTNER	F	yes	07/2008	Mar 21, 2016	Aug 23, 2017
MENLO LEGACY HOLDINGS 2008 REVOCABLE TRUST	Member	E	yes	07/2008	Mar 12, 2012	Aug 23, 2017
MENLO LEGACY HOLDINGS, LP	MANAGING MEMBER AND CO-OWNER	D	yes	06/2008	Mar 12, 2012	Aug 23, 2017

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
MENLO EQUITIES LLC	n/a	Asset manager	$4.7B	Y	yes	n/a
ALISO VIEJO OFFICE PARTNERS LLC	n/a	n/a	n/a	Y	yes	n/a
ALISO VIEJO OFFICE PARTNERS HOLDING COMPANY LLC	n/a	n/a	n/a	Y	yes	n/a
CENTRAL INCOME PARTNERS HOLDING COMPANY LLC	n/a	n/a	n/a	Y	yes	n/a
CENTRAL INCOME PARTNERS LLC	n/a	n/a	n/a	Y	yes	n/a
COTTONWOOD INCOME PARTNERS LLC	n/a	n/a	n/a	Y	yes	n/a
DIMENSION OFFICE PARTNERS LLC	n/a	n/a	n/a	Y	yes	n/a
MARRIOTT OFFICE PARTNERS HOLDING COMPANY LLC	n/a	n/a	n/a	Y	yes	n/a
MARRIOTT OFFICE PARTNERS LLC	n/a	n/a	n/a	Y	yes	n/a
MENLO EQUITIES IV LLC	n/a	n/a	n/a	Y	yes	n/a
MENLO EQUITIES VI LLC	n/a	n/a	n/a	Y	yes	n/a
MENLO REALTY MANAGERS III LLC	n/a	n/a	n/a	Y	yes	n/a
MENLO REALTY MANAGERS IV LLC	n/a	n/a	n/a	Y	yes	n/a
MENLO REALTY MANAGERS V LLC	n/a	n/a	n/a	Y	yes	n/a
MENLO REDMOND LLC	n/a	n/a	n/a	Y	yes	n/a
MIRAMAR INDUSTRIAL PARTNERS LLC	n/a	n/a	n/a	Y	yes	n/a
MISSION VALLEY OFFICE PARTNERS LLC	n/a	n/a	n/a	Y	yes	n/a
NW AUSTIN HOLDCO LLC	n/a	n/a	n/a	Y	yes	n/a
NW AUSTIN OFFICE PARTNERS LLC	n/a	n/a	n/a	Y	yes	n/a
PARADISE OFFICE PARTNERS LLC	n/a	n/a	n/a	Y	yes	n/a
PHOENIX INCOME PARTNERS LLC	n/a	n/a	n/a	Y	yes	n/a
PORTLAND OFFICE PARTNERS LLC	n/a	n/a	n/a	Y	yes	n/a
RED HILL INCOME PARTNERS LLC	n/a	n/a	n/a	Y	yes	n/a
REDWOOD CITY INCOME PARTNERS LLC	n/a	n/a	n/a	Y	yes	n/a
SAN TOMAS INCOME PARTNERS LLC	n/a	n/a	n/a	Y	yes	n/a
SANTA CLARA CAMPUS PARTNERS LLC	n/a	n/a	n/a	Y	yes	n/a
TECHNOLOGY PLACE OFFICE PARTNERS LLC	n/a	n/a	n/a	Y	yes	n/a
THISTLE INCOME PARTNERS LLC	n/a	n/a	n/a	Y	yes	n/a
TOWNE CENTRE OFFICE PARTNERS LLC	n/a	n/a	n/a	Y	yes	n/a
VON KAMAN INCOME PARTNERS HOLDING COMPANY LLC	n/a	n/a	n/a	Y	yes	n/a
VON KARMAN INCOME PARTNERS LLC	n/a	n/a	n/a	Y	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
FOOTHILL RANCH	CA	United States	n/a	no
NEWPORT BEACH	CA	United States	n/a	no
SAN DIEGO	CA	United States	n/a	no
SANTA CLARA	CA	United States	n/a	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2016	Mar 31, 2017	$1.5B	$1.5B	0	0	n/a	4	$848M
2015	Mar 21, 2016	$1.6B	$1.6B	0	0	n/a	5	$1.6B
2014	Mar 27, 2015	$1.7B	$1.7B	24	8	n/a	5	$1.7B
2013	Mar 31, 2014	$1.1B	$1.1B	21	7	n/a	5	$1.6B
2012	Apr 1, 2013	$832M	$832M	21	7	n/a	4	$1.1B

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2016	$1.5B	$1.6B	-2.1%	$1.1B	10.5%	0	0	n/a	n/a

Relationships

Affiliated with (2)

→ MENLO EQUITIESRegistered adviserother investment adviser, pooled vehicle sponsor, control, common control
factForm ADV
← MENLO EQUITIES VI LPRegistered adviserother investment adviser, pooled vehicle sponsor, control, common control
factForm ADV

Controls (7)

← BULLOCK, HENRYOwnerTRUSTEE, ownership code F, individual
Mar 12, 2012 to presentfactForm ADV
← HOLMSTROM, RICHARDOwnerOWNER, ownership code E, individual
Mar 12, 2012 to presentfactForm ADV
← KUJAWSKI, KEVINOwnerCHIEF FINANCIAL AND OPERATING OFFICER, ownership code NA, individual
Mar 12, 2012 to presentfactForm ADV
← DIAMANT INVESTMENTS LLCOwnerMEMBER AND CO-OWNER, ownership code C, domestic entity
Mar 12, 2012 to presentfactForm ADV
← MENLO CAPITAL HOLDINGS II LLCOwnerGENERAL PARTNER, ownership code F, domestic entity
Mar 21, 2016 to presentfactForm ADV
← MENLO LEGACY HOLDINGS 2008 REVOCABLE TRUSTOwnerMEMBER, ownership code E, domestic entity
Mar 12, 2012 to presentfactForm ADV
← MENLO LEGACY HOLDINGS, LPOwnerMANAGING MEMBER AND CO-OWNER, ownership code D, domestic entity
Mar 12, 2012 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:806d37e7-64fe-4a1d-a883-59c123667c44
First observed: Mar 12, 2012
Last observed: Aug 23, 2017 110 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MENLO EQUITIES V LLC

CRD 162169

MENLO PARK, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:806d37e7-64fe-4a1d-a883-59c123667c44

Data as of Aug 23, 2017 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:09 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BULLOCK, HENRY

MANAGING PRINCIPAL

yes

06/2008

Mar 12, 2012

Aug 23, 2017

BULLOCK, HENRY

Trustee

yes

02/2016

Mar 12, 2012

Aug 23, 2017

DIAMANT INVESTMENTS LLC

MEMBER AND CO-OWNER

yes

06/2008

Mar 12, 2012

Aug 23, 2017

HOLMSTROM, RICHARD

Owner

yes

07/2008

Mar 12, 2012

Aug 23, 2017

HOLMSTROM, RICHARD

MANAGING PRINCIPAL

yes

06/2008

Mar 12, 2012

Aug 23, 2017

KUJAWSKI, KEVIN

CHIEF FINANCIAL AND OPERATING OFFICER

yes

11/2011

Mar 12, 2012

Aug 23, 2017

MENLO CAPITAL HOLDINGS II LLC

GENERAL PARTNER

yes

07/2008

Mar 21, 2016

Aug 23, 2017

MENLO LEGACY HOLDINGS 2008 REVOCABLE TRUST

Member

yes

07/2008

Mar 12, 2012

Aug 23, 2017

MENLO LEGACY HOLDINGS, LP

MANAGING MEMBER AND CO-OWNER

yes

06/2008

Mar 12, 2012

Aug 23, 2017

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

MENLO EQUITIES LLC

n/a

Asset manager

$4.7B

yes

n/a

ALISO VIEJO OFFICE PARTNERS LLC

n/a

yes

n/a

ALISO VIEJO OFFICE PARTNERS HOLDING COMPANY LLC

n/a

yes

n/a

CENTRAL INCOME PARTNERS HOLDING COMPANY LLC

n/a

yes

n/a

CENTRAL INCOME PARTNERS LLC

n/a

yes

n/a

COTTONWOOD INCOME PARTNERS LLC

n/a

yes

n/a

DIMENSION OFFICE PARTNERS LLC

n/a

yes

n/a

MARRIOTT OFFICE PARTNERS HOLDING COMPANY LLC

n/a

yes

n/a

MARRIOTT OFFICE PARTNERS LLC

n/a

yes

n/a

MENLO EQUITIES IV LLC

n/a

yes

n/a

MENLO EQUITIES VI LLC

n/a

yes

n/a

MENLO REALTY MANAGERS III LLC

n/a

yes

n/a

MENLO REALTY MANAGERS IV LLC

n/a

yes

n/a

MENLO REALTY MANAGERS V LLC

n/a

yes

n/a

MENLO REDMOND LLC

n/a

yes

n/a

MIRAMAR INDUSTRIAL PARTNERS LLC

n/a

yes

n/a

MISSION VALLEY OFFICE PARTNERS LLC

n/a

yes

n/a

NW AUSTIN HOLDCO LLC

n/a

yes

n/a

NW AUSTIN OFFICE PARTNERS LLC

n/a

yes

n/a

PARADISE OFFICE PARTNERS LLC

n/a

yes

n/a

PHOENIX INCOME PARTNERS LLC

n/a

yes

n/a

PORTLAND OFFICE PARTNERS LLC

n/a

yes

n/a

RED HILL INCOME PARTNERS LLC

n/a

yes

n/a

REDWOOD CITY INCOME PARTNERS LLC

n/a

yes

n/a

SAN TOMAS INCOME PARTNERS LLC

n/a

yes

n/a

SANTA CLARA CAMPUS PARTNERS LLC

n/a

yes

n/a

TECHNOLOGY PLACE OFFICE PARTNERS LLC

n/a

yes

n/a

THISTLE INCOME PARTNERS LLC

n/a

yes

n/a

TOWNE CENTRE OFFICE PARTNERS LLC

n/a

yes

n/a

VON KAMAN INCOME PARTNERS HOLDING COMPANY LLC

n/a

yes

n/a

VON KARMAN INCOME PARTNERS LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

FOOTHILL RANCH

United States

n/a

NEWPORT BEACH

United States

n/a

SAN DIEGO

United States

n/a

SANTA CLARA

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2016

Mar 31, 2017

$1.5B

n/a

$848M

2015

Mar 21, 2016

$1.6B

n/a

$1.6B

2014

Mar 27, 2015

$1.7B

n/a

$1.7B

2013

Mar 31, 2014

$1.1B

n/a

$1.6B

2012

Apr 1, 2013

$832M

n/a

$1.1B

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2016

$1.5B

$1.6B

-2.1%

$1.1B

10.5%

n/a