{
  "crd_number": 161509,
  "slug": "morgenthaler-management-corporation-campbell-ca-161509",
  "primary_business_name": "MORGENTHALER MANAGEMENT CORPORATION",
  "legal_name": "MORGENTHALER MANAGEMENT CORPORATION",
  "dbas": [
    "MORGENTHALER ADVISORS IX",
    "MORGENTHALER MANAGEMENT PARTNERS IX",
    "MORGENTHALER MANAGEMENT PARTNERS VIII",
    "MORGENTHALER PARTNERS",
    "MORGENTHALER VENTURES"
  ],
  "city": "Campbell",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41860",
  "metro": {
    "cbsa_code": "41860",
    "common_name": "San Francisco",
    "msa_name": "San Francisco-Oakland-Fremont, CA",
    "path": "/advisors/ca/san-francisco"
  },
  "registration_type": "exempt",
  "registration_status": "ERA - Active",
  "registration_date": "2025-04-01",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-08-26",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": null,
  "advisory_employees": null,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [],
  "advisory_activities": [],
  "wrap_fee_participant": null,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://linkedin.com/COMPANY/MORGENTHALER",
    "https://morgenthaler.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/161509",
  "city_as_filed": "CAMPBELL",
  "url": "https://advisorcensus.com/firm/morgenthaler-management-corporation-campbell-ca-161509",
  "display_name": "Morgenthaler Management Corporation",
  "summary": "Morgenthaler Management Corporation is an exempt reporting adviser in Campbell, CA, filing reports since 2025. Exempt reporting advisers do not report regulatory assets under management on Form ADV.",
  "citation": "AdvisorCensus. Morgenthaler Management Corporation (CRD 161509): Form ADV filing data as of October 2026.",
  "registration_type_label": "Exempt reporting adviser",
  "compensation_labels": [],
  "advisory_activity_labels": [],
  "quick_answers": [
    {
      "q": "Where is Morgenthaler Management Corporation located?",
      "a": "Morgenthaler Management Corporation's principal office is in Campbell, CA, according to its Form ADV."
    },
    {
      "q": "How does Morgenthaler Management Corporation report to regulators?",
      "a": "Morgenthaler Management Corporation is an exempt reporting adviser, filing reports since 2025. Exempt reporting advisers file a shorter Form ADV. Status as filed: ERA - Active. CRD 161509."
    },
    {
      "q": "How have Morgenthaler Management Corporation's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Morgenthaler Management Corporation: Regulatory assets under management: $307,324,231 in the October 2021 data and $106,742,707 in the October 2024 data, down 65%. Total employees: 14 in October 2021 and 14 in October 2024. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "Does Morgenthaler Management Corporation report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/161509"
    },
    {
      "q": "What changed in Morgenthaler Management Corporation's recent Form ADV filings?",
      "a": "In the April 2026 filing data: No longer lists the business name Morgenthaler Management Partners VII. No longer lists the business name Morgenthaler Management Partners VI. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 307324231.0,
      "total_employees": 14,
      "filing_date": "2021-03-24"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 228120946.0,
      "total_employees": 14,
      "filing_date": "2022-03-28"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 175880014.0,
      "total_employees": 14,
      "filing_date": "2023-03-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 106742707.0,
      "total_employees": 14,
      "filing_date": "2024-05-14"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2025-04-01"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2026-08-26"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "No longer lists the business name Morgenthaler Management Partners VII.",
        "No longer lists the business name Morgenthaler Management Partners VI.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/morgenthaler-management-corporation-campbell-ca-161509.md",
  "clients": [],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/161509",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}