# Morgenthaler Management Corporation

> 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.

- CRD: 161509
- Filed as: MORGENTHALER MANAGEMENT CORPORATION
- Also doing business as: MORGENTHALER ADVISORS IX, MORGENTHALER MANAGEMENT PARTNERS IX, MORGENTHALER MANAGEMENT PARTNERS VIII, MORGENTHALER PARTNERS, MORGENTHALER VENTURES
- Reporting status: Exempt reporting adviser (status as filed: ERA - Active)
- Location: Campbell, CA
- Filing period: October 2026
- Form ADV filing dated: August 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/161509
- AdvisorCensus page: https://advisorcensus.com/firm/morgenthaler-management-corporation-campbell-ca-161509

## Quick answers

**Where is Morgenthaler Management Corporation located?**
Morgenthaler Management Corporation's principal office is in Campbell, CA, according to its Form ADV.

**How does Morgenthaler Management Corporation report to regulators?**
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.

**How have Morgenthaler Management Corporation's assets and staff changed since 2021?**
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.

**Does Morgenthaler Management Corporation report any disciplinary disclosures?**
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

**What changed in Morgenthaler Management Corporation's recent Form ADV filings?**
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).

## From the Form ADV filing

### Firm details
- Reporting since: 2025 (1 year)
- Employees: Not reported total, Not reported performing advisory functions
- Wrap fee program participation: Not reported
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- morgenthaler.com
- LinkedIn @MORGENTHALER

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $307,324,231 | 14 | March 24, 2021 |
| October 2022 | $228,120,946 | 14 | March 28, 2022 |
| October 2023 | $175,880,014 | 14 | March 31, 2023 |
| October 2024 | $106,742,707 | 14 | May 14, 2024 |
| October 2025 | Not reported | Not reported | April 1, 2025 |
| October 2026 | Not reported | Not reported | August 26, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Morgenthaler Management Corporation (CRD 161509): Form ADV filing data as of October 2026.