MORGENTHALER MANAGEMENT CORPORATION

Exempt Reporting AdvisorFINRA MemberEst. 2025
Total AUM
Accounts
0
Advisory reps
9
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
PORTOLA VALLEY, California
CRD number
161509
Registered since
April 1, 2025

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Travis Boettner

    CCO & CFOCRD 6572311

Contacts

3 of 8
  • ROBERT PAVEY

    Partner EmeritusCRD 6027416

  • HENRY PLAIN

    Managing DirectorCRD 6027417

  • REBECCA LYNN

    PartnerCRD 6027410

Unlock 5 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth