Managing Principal · Menlo Equities
Richard J. Holmstrom
CRD 6035439 · Named on Form ADV at one SEC-registered adviser
At a glance
Menlo Equities, an SEC-registered private fund adviser based in Menlo Park, CA with $4.7 billion in regulatory assets, lists Richard J. Holmstrom on its Form ADV as Managing Principal, a control person.
Firms and roles
- Menlo EquitiesManaging PrincipalPrivate fund adviser · Menlo Park, CA · $4.7B in regulatory assets
AtlasMembers
Richard’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Kevin S. KujawskiChief Operating Officer, Menlo Equities
- Michael J. GriffinChief Financial Officer, Menlo Equities
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Richard’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.