Morgenthaler Management Corporation
Morgenthaler Management Corporation is an SEC-registered asset manager with $48.5M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Morgenthaler Management Corporation: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 161509, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $48.5M (2026-03-30)
- Firm type
- Asset Manager
- Employees
- 14
- Clients
- 3
- CRD
- 161509
- Ownership
- BELLAS, ROBERT, CALDWELL; MORGENTHALER, GARY, JORDAN; PAVEY, ROBERT, DAVIDSON; TAFT, PETER, GRESS; Boettner, Travis, John
How much AUM does Morgenthaler Management Corporation have?
Morgenthaler Management Corporation reported $48.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Morgenthaler Management Corporation?
Disclosed owners and executives of Morgenthaler Management Corporation include BELLAS, ROBERT, CALDWELL, MORGENTHALER, GARY, JORDAN, PAVEY, ROBERT, DAVIDSON, TAFT, PETER, GRESS, Boettner, Travis, John. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.