{ "path": "/advisors/ca/san-francisco/menlo-park", "url": "https://advisorcensus.com/advisors/ca/san-francisco/menlo-park/page/3", "page_type": "metro_city", "title": "Financial advisors in Menlo Park, CA", "filters": {}, "scope_total": 158, "faq": [ { "q": "How many financial advisory firms are there in Menlo Park, CA?", "a": "AdvisorCensus lists 158 investment advisory firms with a principal office in Menlo Park, California (part of the San Francisco metro area), from Form ADV filings as of October 2026: 58 SEC-registered, 8 state-registered, and 92 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Menlo Park, CA?", "a": "14 of the 158 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Menlo Park, CA offer financial planning?", "a": "14 of the 66 firms in Menlo Park, CA that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Menlo Park, CA fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 14 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 158 investment advisory firms with a principal office in Menlo Park, California (part of the San Francisco metro area), drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; the full San Francisco metro area, including neighboring cities, is on its own page. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": null, "citation": "AdvisorCensus. Financial advisors in Menlo Park, CA: 158 firms from Form ADV filings as of October 2026.", "total_firms": 158, "page": 3, "total_pages": 4, "sort": "name", "registration_types": { "sec": 58, "state": 8, "exempt": 92 }, "fee_model_mix": [ { "code": "fee-only", "count": 14 }, { "code": "percentage_of_aum", "count": 61 }, { "code": "hourly", "count": 11 }, { "code": "subscription", "count": 0 }, { "code": "fixed", "count": 12 }, { "code": "commissions", "count": 0 }, { "code": "performance_based", "count": 45 }, { "code": "other", "count": 14 }, { "code": "not_reported", "count": 92 } ], "years_registered_distribution": [ { "code": "under_5", "count": 65 }, { "code": "5_to_9", "count": 38 }, { "code": "10_to_19", "count": 41 }, { "code": "20_plus", "count": 9 }, { "code": "not_reported", "count": 5 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 3 }, { "code": "25m_100m", "count": 2 }, { "code": "100m_500m", "count": 16 }, { "code": "500m_1b", "count": 11 }, { "code": "1b_5b", "count": 11 }, { "code": "over_5b", "count": 19 }, { "code": "not_reported", "count": 96 } ], "firms": [ { "crd_number": 161847, "name": "Ostra Capital", "name_as_filed": "OSTRA CAPITAL", "url": "https://advisorcensus.com/firm/ostra-capital-menlo-park-ca-161847", "city": "Menlo Park", "state": "CA", "years_registered": 6, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 172044, "name": "Pacific Management Partners LLC", "name_as_filed": "PACIFIC MANAGEMENT PARTNERS LLC", "url": "https://advisorcensus.com/firm/pacific-management-partners-llc-menlo-park-ca-172044", "city": "Menlo Park", "state": "CA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 301149, "name": "Panna Management LLC", "name_as_filed": "PANNA MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/panna-management-llc-menlo-park-ca-301149", "city": "Menlo Park", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 112798, "name": "Parker Investment Management, LLC", "name_as_filed": "PARKER INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/parker-investment-management-llc-menlo-park-ca-112798", "city": "Menlo Park", "state": "CA", "years_registered": 27, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 312203, "name": "Patient Square Capital, LP", "name_as_filed": "PATIENT SQUARE CAPITAL, LP", "url": "https://advisorcensus.com/firm/patient-square-capital-lp-menlo-park-ca-312203", "city": "Menlo Park", "state": "CA", "years_registered": 5, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 336631, "name": "Pax Ventures Management, LLC", "name_as_filed": "PAX VENTURES MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/pax-ventures-management-llc-menlo-park-ca-336631", "city": "Menlo Park", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 305663, "name": "Peakview Capital", "name_as_filed": "PEAKVIEW CAPITAL", "url": "https://advisorcensus.com/firm/peakview-capital-menlo-park-ca-305663", "city": "Menlo Park", "state": "CA", "years_registered": 3, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 170211, "name": "Pear Ventures Management, LLC", "name_as_filed": "PEAR VENTURES MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/pear-ventures-management-llc-menlo-park-ca-170211", "city": "Menlo Park", "state": "CA", "years_registered": 9, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 326747, "name": "Pinegrove Venture Partners, LLC", "name_as_filed": "PINEGROVE VENTURE PARTNERS, LLC", "url": "https://advisorcensus.com/firm/pinegrove-venture-partners-llc-menlo-park-ca-326747", "city": "Menlo Park", "state": "CA", "years_registered": 3, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 288119, "name": "Portola Creek Capital", "name_as_filed": "PORTOLA CREEK CAPITAL", "url": "https://advisorcensus.com/firm/portola-creek-capital-menlo-park-ca-288119", "city": "Menlo Park", "state": "CA", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 322820, "name": "Prometheus Capital Advisors, LLC", "name_as_filed": "PROMETHEUS CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/prometheus-capital-advisors-llc-menlo-park-ca-322820", "city": "Menlo Park", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 312615, "name": "Proof Group Capital Management LLC", "name_as_filed": "PROOF GROUP CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/proof-group-capital-management-llc-menlo-park-ca-312615", "city": "Menlo Park", "state": "CA", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 189515, "name": "Quest Venture Partners", "name_as_filed": "QUEST VENTURE PARTNERS", "url": "https://advisorcensus.com/firm/quest-venture-partners-menlo-park-ca-189515", "city": "Menlo Park", "state": "CA", "years_registered": 11, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 304264, "name": "Realization Capital Partners Management LLC", "name_as_filed": "REALIZATION CAPITAL PARTNERS MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/realization-capital-partners-management-llc-menlo-park-ca-304264", "city": "Menlo Park", "state": "CA", "years_registered": 3, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 338676, "name": "Red Glass Management, LLC", "name_as_filed": "RED GLASS MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/red-glass-management-llc-menlo-park-ca-338676", "city": "Menlo Park", "state": "CA", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 317920, "name": "Red Iron Group Management, LLC", "name_as_filed": "RED IRON GROUP MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/red-iron-group-management-llc-menlo-park-ca-317920", "city": "Menlo Park", "state": "CA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 300001, "name": "Regalis Solutions LLC", "name_as_filed": "REGALIS SOLUTIONS LLC", "url": "https://advisorcensus.com/firm/regalis-solutions-llc-menlo-park-ca-300001", "city": "Menlo Park", "state": "CA", "years_registered": 6, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 328031, "name": "Ritual Capital Management Company, LLC", "name_as_filed": "RITUAL CAPITAL MANAGEMENT COMPANY, LLC", "url": "https://advisorcensus.com/firm/ritual-capital-management-company-llc-menlo-park-ca-328031", "city": "Menlo Park", "state": "CA", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 158267, "name": "Riverwood Capital Management L.P.", "name_as_filed": "RIVERWOOD CAPITAL MANAGEMENT L.P.", "url": "https://advisorcensus.com/firm/riverwood-capital-management-l-p-menlo-park-ca-158267", "city": "Menlo Park", "state": "CA", "years_registered": 14, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 308827, "name": "Roberts Wealth Advisors, LLC", "name_as_filed": "ROBERTS WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/roberts-wealth-advisors-llc-menlo-park-ca-308827", "city": "Menlo Park", "state": "CA", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 323736, "name": "Robinhood Asset Management", "name_as_filed": "ROBINHOOD ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/robinhood-asset-management-menlo-park-ca-323736", "city": "Menlo Park", "state": "CA", "years_registered": 1, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 339165, "name": "Robinhood Ventures", "name_as_filed": "ROBINHOOD VENTURES", "url": "https://advisorcensus.com/firm/robinhood-ventures-menlo-park-ca-339165", "city": "Menlo Park", "state": "CA", "years_registered": 0, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 290148, "name": "Sage Rhino Capital LLC", "name_as_filed": "SAGE RHINO CAPITAL LLC", "url": "https://advisorcensus.com/firm/sage-rhino-capital-llc-menlo-park-ca-290148", "city": "Menlo Park", "state": "CA", "years_registered": 8, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 286323, "name": "SB Investment Advisers (US) Inc.", "name_as_filed": "SB INVESTMENT ADVISERS (US) INC.", "url": "https://advisorcensus.com/firm/sb-investment-advisers-us-inc-menlo-park-ca-286323", "city": "Menlo Park", "state": "CA", "years_registered": 9, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 330660, "name": "Search Fund Partners", "name_as_filed": "SEARCH FUND PARTNERS", "url": "https://advisorcensus.com/firm/search-fund-partners-menlo-park-ca-330660", "city": "Menlo Park", "state": "CA", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 157373, "name": "Sequoia Capital Operations, LLC", "name_as_filed": "SEQUOIA CAPITAL OPERATIONS, LLC", "url": "https://advisorcensus.com/firm/sequoia-capital-operations-llc-menlo-park-ca-157373", "city": "Menlo Park", "state": "CA", "years_registered": 4, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 157402, "name": "Sequoia Global Equities", "name_as_filed": "SEQUOIA GLOBAL EQUITIES", "url": "https://advisorcensus.com/firm/sequoia-global-equities-menlo-park-ca-157402", "city": "Menlo Park", "state": "CA", "years_registered": 14, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 161206, "name": "Silver Lake Technology Management, LLC", "name_as_filed": "SILVER LAKE TECHNOLOGY MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/silver-lake-technology-management-llc-menlo-park-ca-161206", "city": "Menlo Park", "state": "CA", "years_registered": 14, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 304525, "name": "Social Capital", "name_as_filed": "SOCIAL CAPITAL", "url": "https://advisorcensus.com/firm/social-capital-menlo-park-ca-304525", "city": "Menlo Park", "state": "CA", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 160297, "name": "Sofinnova Investments, Inc.", "name_as_filed": "SOFINNOVA INVESTMENTS, INC.", "url": "https://advisorcensus.com/firm/sofinnova-investments-inc-menlo-park-ca-160297", "city": "Menlo Park", "state": "CA", "years_registered": 9, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 157888, "name": "Solstein Capital, LLC", "name_as_filed": "SOLSTEIN CAPITAL, LLC", "url": "https://advisorcensus.com/firm/solstein-capital-llc-menlo-park-ca-157888", "city": "Menlo Park", "state": "CA", "years_registered": 8, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 171505, "name": "SQN Investors LP", "name_as_filed": "SQN INVESTORS LP", "url": "https://advisorcensus.com/firm/sqn-investors-lp-menlo-park-ca-171505", "city": "Menlo Park", "state": "CA", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 134660, "name": "Stamos Capital Partners, L.P.", "name_as_filed": "STAMOS CAPITAL PARTNERS, L.P.", "url": "https://advisorcensus.com/firm/stamos-capital-partners-l-p-menlo-park-ca-134660", "city": "Menlo Park", "state": "CA", "years_registered": 21, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 341911, "name": "Startup Capital Ventures Management Co III, LLC", "name_as_filed": "STARTUP CAPITAL VENTURES MANAGEMENT CO III, LLC", "url": "https://advisorcensus.com/firm/startup-capital-ventures-management-co-iii-llc-menlo-park-ca-341911", "city": "Menlo Park", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 291048, "name": "STG Partners, LLC", "name_as_filed": "STG PARTNERS, LLC", "url": "https://advisorcensus.com/firm/stg-partners-llc-menlo-park-ca-291048", "city": "Menlo Park", "state": "CA", "years_registered": 8, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 284310, "name": "Structural Capital Management Company II, LP", "name_as_filed": "STRUCTURAL CAPITAL MANAGEMENT COMPANY II, LP", "url": "https://advisorcensus.com/firm/structural-capital-management-company-ii-lp-menlo-park-ca-284310", "city": "Menlo Park", "state": "CA", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 337999, "name": "Sundance Growth Management, LLC", "name_as_filed": "SUNDANCE GROWTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/sundance-growth-management-llc-menlo-park-ca-337999", "city": "Menlo Park", "state": "CA", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 287947, "name": "SV Links Angels LLC", "name_as_filed": "SV LINKS ANGELS LLC", "url": "https://advisorcensus.com/firm/sv-links-angels-llc-menlo-park-ca-287947", "city": "Menlo Park", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 160676, "name": "Symphony Technology Group, LLC", "name_as_filed": "SYMPHONY TECHNOLOGY GROUP, LLC", "url": "https://advisorcensus.com/firm/symphony-technology-group-llc-menlo-park-ca-160676", "city": "Menlo Park", "state": "CA", "years_registered": 14, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 213520, "name": "Synergy Ventures Advisors III, L.L.C.", "name_as_filed": "SYNERGY VENTURES ADVISORS III, L.L.C.", "url": "https://advisorcensus.com/firm/synergy-ventures-advisors-iii-l-l-c-menlo-park-ca-213520", "city": "Menlo Park", "state": "CA", "years_registered": null, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 160389, "name": "TCV", "name_as_filed": "TCV", "url": "https://advisorcensus.com/firm/tcv-menlo-park-ca-160389", "city": "Menlo Park", "state": "CA", "years_registered": 14, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 318932, "name": "Ten VC Management, LLC", "name_as_filed": "TEN VC MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/ten-vc-management-llc-menlo-park-ca-318932", "city": "Menlo Park", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 161882, "name": "The Westly Group", "name_as_filed": "THE WESTLY GROUP", "url": "https://advisorcensus.com/firm/the-westly-group-menlo-park-ca-161882", "city": "Menlo Park", "state": "CA", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 312539, "name": "Think Different Financial Planning", "name_as_filed": "THINK DIFFERENT FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/think-different-financial-planning-menlo-park-ca-312539", "city": "Menlo Park", "state": "CA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 309442, "name": "Thompson Hutton, LLC", "name_as_filed": "THOMPSON HUTTON, LLC", "url": "https://advisorcensus.com/firm/thompson-hutton-llc-menlo-park-ca-309442", "city": "Menlo Park", "state": "CA", "years_registered": 6, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 313541, "name": "Tidemark Management Company LP", "name_as_filed": "TIDEMARK MANAGEMENT COMPANY LP", "url": "https://advisorcensus.com/firm/tidemark-management-company-lp-menlo-park-ca-313541", "city": "Menlo Park", "state": "CA", "years_registered": 4, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 125360, "name": "Tiemann Investment Advisors, LLC", "name_as_filed": "TIEMANN INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/tiemann-investment-advisors-llc-menlo-park-ca-125360", "city": "Menlo Park", "state": "CA", "years_registered": 21, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 328058, "name": "Touring Capital LLC", "name_as_filed": "TOURING CAPITAL LLC", "url": "https://advisorcensus.com/firm/touring-capital-llc-menlo-park-ca-328058", "city": "Menlo Park", "state": "CA", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 159537, "name": "Trinity Ventures", "name_as_filed": "TRINITY VENTURES", "url": "https://advisorcensus.com/firm/trinity-ventures-menlo-park-ca-159537", "city": "Menlo Park", "state": "CA", "years_registered": 1, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 168948, "name": "Triplepoint Advisers LLC", "name_as_filed": "TRIPLEPOINT ADVISERS LLC", "url": "https://advisorcensus.com/firm/triplepoint-advisers-llc-menlo-park-ca-168948", "city": "Menlo Park", "state": "CA", "years_registered": 12, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], 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