MORGENTHALER MANAGEMENT CORPORATION
CRD #161509 SEC #802-132679 PORTOLA VALLEY, CA 650-388-7600
State Registered Exempt Reporting Private Funds
Total AUM
$106.7M
Discretionary
$106.7M
Employees
14
Clients
--
Accounts
3
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2024 | $106.7M | $106.7M | $0 | 14 | 0 |
| Mar 2024 | $106.7M | $106.7M | $0 | 14 | 0 |
| Mar 2023 | $175.9M | $175.9M | $0 | 14 | 0 |
| Mar 2022 | $228.1M | $228.1M | $0 | 14 | 0 |
| Nov 2021 | $307.3M | $307.3M | $0 | 14 | 0 |
| Mar 2021 | $307.3M | $307.3M | $0 | 14 | 0 |
| Mar 2020 | $382.2M | $382.2M | $0 | 14 | 0 |
| Mar 2019 | $404.7M | $404.7M | $0 | 15 | 0 |
| Mar 2018 | $527.8M | $527.8M | $0 | 15 | 0 |
| Mar 2017 | $792.7M | $792.7M | $0 | 21 | 1 |
| Apr 2016 | $1B | $1B | $0 | 22 | 1 |
| Mar 2016 | $1B | $1B | $0 | 22 | 1 |
| Jan 2016 | $1.7B | $1.7B | $0 | 24 | 1 |
| Mar 2015 | $1.7B | $1.7B | $0 | 24 | 1 |
| Mar 2014 | $1.3B | $1.3B | $0 | 24 | 1 |
| Jun 2013 | $1.4B | $1.4B | $0 | 27 | 1 |
| Apr 2013 | $1.3B | $1.3B | $0 | 28 | 1 |
| Feb 2012 | $1.4B | $1.4B | $0 | -- | 1 |
DateMay 2024
Total AUM$106.7M
Discretionary$106.7M
Non-Disc.$0
Employees14
Clients0
DateMar 2024
Total AUM$106.7M
Discretionary$106.7M
Non-Disc.$0
Employees14
Clients0
DateMar 2023
Total AUM$175.9M
Discretionary$175.9M
Non-Disc.$0
Employees14
Clients0
DateMar 2022
Total AUM$228.1M
Discretionary$228.1M
Non-Disc.$0
Employees14
Clients0
DateNov 2021
Total AUM$307.3M
Discretionary$307.3M
Non-Disc.$0
Employees14
Clients0
DateMar 2021
Total AUM$307.3M
Discretionary$307.3M
Non-Disc.$0
Employees14
Clients0
DateMar 2020
Total AUM$382.2M
Discretionary$382.2M
Non-Disc.$0
Employees14
Clients0
DateMar 2019
Total AUM$404.7M
Discretionary$404.7M
Non-Disc.$0
Employees15
Clients0
DateMar 2018
Total AUM$527.8M
Discretionary$527.8M
Non-Disc.$0
Employees15
Clients0
DateMar 2017
Total AUM$792.7M
Discretionary$792.7M
Non-Disc.$0
Employees21
Clients1
DateApr 2016
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees22
Clients1
DateMar 2016
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees22
Clients1
DateJan 2016
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees24
Clients1
DateMar 2015
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees24
Clients1
DateMar 2014
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees24
Clients1
DateJun 2013
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees27
Clients1
DateApr 2013
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees28
Clients1
DateFeb 2012
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees--
Clients1