Morgenthaler Management Corporation is a large advisory firm based in Portola Valley. It manages $404.73 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of California, Colorado, and Ohio.
Morgenthaler Management Corporation provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Morgenthaler Management Corporation is $404.73 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -70% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Morgenthaler Management Corporation for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Morgenthaler Management Corporation is pooled investment vehicles with 3 clients and $404.73 million of assets under management. Among the 9 most similar advisory firms, Morgenthaler Management Corporation has the 2nd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $404.73 million for 3 clients. None of the firm’s clients are foreign persons or businesses.
Morgenthaler Management Corporation also advises several private funds. Namely, two private equity funds and one venture capital fund. The minimum investment commitment required of non-related persons ranges from $5,000,000 to $10,000,000.
The company employs 15 people that are either part- or full-time employees. 60 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Morgenthaler Management Corporation performs its advisory services is located at 3200 Alpine Road, Portola Valley, CA 94028, which is also the mailing address of the firm. An additional office of the firm is in Cleveland, OH. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 650-388-7600 or by fax 650-388-7601. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at morgenthaler.com.