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MORGENTHALER MANAGEMENT CORPORATION

PORTOLA VALLEY, CA · CRD 161509 · IAPD ↗ · morgenthaler.com · 650-388-7600

$106.7MRegulatory AUM
9Advisory reps
14Employees
0Clients
n/aPlanning clients
3Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

45
April 2025 — MORGENTHALER MANAGEMENT CORPORATION (PORTOLA VALLEY, CA) left the SEC roster (was $106.7M RAUM, 9 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
30
April 2024 — MORGENTHALER MANAGEMENT CORPORATION reported RAUM down 39% ($175.9M -> $106.7M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.