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Mayfield Advisors, Inc.

● SEC registered since 2022CRD 144072SEC# 801-124782Palo Alto, CA
Export (members)
Reg. AUM
$143.5M
Employees
4
Accounts
117
Location
Palo Alto, CA

Mayfield Advisors, Inc. assets under management

Mayfield Advisors, Inc. is an SEC-registered investment adviser based in Palo Alto, CA. The firm has been registered since 2022. It reports $143.5 million in regulatory assets under management and employs 4 people.

Mayfield Advisors, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Lamberto Duran Torres ControlPresident, Secretary, TreasurerOver 75%2007
Mark Santa Maria Torres ControlChief Compliance Officer And AdvisorUnder 5%2022

Frequently asked questions

How much does Mayfield Advisors, Inc. manage?

Mayfield Advisors, Inc. reports $143.5 million in regulatory assets under management on its Form ADV.

How many employees does Mayfield Advisors, Inc. have?

Mayfield Advisors, Inc. reports 4 employees.

Where is Mayfield Advisors, Inc. located?

Mayfield Advisors, Inc. is based in Palo Alto, CA and has been SEC-registered since 2022.

Does Mayfield Advisors, Inc. disclose fund performance?

Mayfield Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address438 Cambridge Avenue, Suite 100, Palo Alto, CA 94306-1404
Phone650-856-6600
Fax650-856-6191
Office hours9:00 a.m. - 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Regulatory AUM

$143.5M▲ 13%
Mar '25 — $127MApr '25 — $127MMay '25 — $127MJun '25 — $127MJul '25 — $127MAug '25 — $127MSep '25 — $127MOct '25 — $127MNov '25 — $127MDec '25 — $127MJan '26 — $127MFeb '26 — $127MMar '26 — $143.5MApr '26 — $143.5MMay '26 — $143.5MJun '26 — $143.5M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 85%
Larger than 15% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers

Assets under management

$143.5Mregulatory AUM
Discretionary $143.5M