MORGENTHALER MANAGEMENT CORPORATION
Firm details
- Headquarters
- PORTOLA VALLEY, California
- CRD number
- 161509
- Registered since
- April 1, 2025
- Website
- www.morgenthaler.com
Firm profile
FINTRXOverview
Morgenthaler Management Corporation operates as a small, fund-focused investment adviser and sponsor. The firm is organized as a corporation and is registered with the SEC in 2025. It serves as an adviser, sponsor, general partner and managing member of pooled investment vehicles rather than as a traditional broad-based wealth manager. Investment activity is concentrated on privately negotiated and pooled strategies — the firm’s principal allocation interests are private equity and venture capital. The firm does not position itself as an ESG investor and does not describe itself as a capital allocator; its structure and reported activity point to manager-side responsibilities (fund management and sponsorship) more than high-volume retail advisory work.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Travis Boettner
CCO & CFOCRD 6572311
Contacts
3 of 8ROBERT PAVEY
Partner EmeritusCRD 6027416
HENRY PLAIN
Managing DirectorCRD 6027417
REBECCA LYNN
PartnerCRD 6027410
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PORTOLA VALLEY, CA
SAN MATEO
Location
PORTOLA VALLEY, CA
Headquartered in PORTOLA VALLEY, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN MATEO
- Address
- 3200 Alpine Rd
- Time zone
- PT (UTC-8)
- Office locations
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