MORGENTHALER MANAGEMENT CORPORATION
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Peak AUM | $1.68BMar 2015 |
| AUM CAGR | -16.5% /yrover 14 yrs · 22 filings |
Contact & Location
Address
3200 ALPINE ROAD
PORTOLA VALLEY CA 94028
Phone
650-388-7600
Filing History
22 ADV Part 1 submissions
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Client Type Mix Over Time
Pooled Vehicles
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Registered Rep