RIA Intelligence

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

Firm Details

Organization Type
Corporation
State of Formation
Ohio
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Apr 1, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
Boettner, Travis, JohnIVP OF FINANCE & CCONA
Boettner, Travis, JohnIVP OF FINANCE & CCONA
Boettner, Travis, JohnIVP OF FINANCE & CCONA
Boettner, Travis, JohnICHIEF FINANCIAL OFFICER & CCONA
Boettner, Travis, JohnICHIEF FINANCIAL OFFICER & CCONA
Boettner, Travis, JohnICHIEF FINANCIAL OFFICER & CCONA Control
Boettner, Travis, JohnICHIEF FINANCIAL OFFICER & CCONA Control
Boettner, Travis, JohnICHIEF FINANCIAL OFFICER & CCONA Control
Boettner, Travis, JohnICHIEF FINANCIAL OFFICER & CCONA Control
Boettner, Travis, JohnICHIEF FINANCIAL OFFICER & CCONA Control
Boettner, Travis, JohnICHIEF FINANCIAL OFFICER & CCONA Control
Boettner, Travis, JohnICHIEF FINANCIAL OFFICER & CCONA Control
Boettner, Travis, JohnICHIEF FINANCIAL OFFICER & CCONA Control
Boettner, Travis, JohnICHIEF FINANCIAL OFFICER & CCONA Control
LYNN, REBECCA, ANNISHAREHOLDER, PARTNERNA Control
LYNN, REBECCA, ANNISHAREHOLDER, PARTNERNA Control
LYNN, REBECCA, ANNISHAREHOLDER, PARTNERNA Control
LYNN, REBECCA, ANNISHAREHOLDER, PARTNERNA Control
LYNN, REBECCA, ANNISHAREHOLDER, PARTNERNA Control
LYNN, REBECCA, ANNISHAREHOLDER, PARTNERNA Control
LYNN, REBECCA, ANNISHAREHOLDER, PARTNERNA Control
LYNN, REBECCA, ANNISHAREHOLDER, PARTNERNA Control
LYNN, REBECCA, ANNISHAREHOLDER, PARTNERNA Control
LYNN, REBECCA, ANNISHAREHOLDER, PARTNERNA Control
LYNN, REBECCA, ANNIMORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER, PARTNERNA Control
LYNN, REBECCA, ANNIMORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER, PARTNERNA Control
LYNN, REBECCA, ANNIMORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER, PARTNERNA Control
LYNN, REBECCA, ANNIMORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER, PARTNERNA Control
LYNN, REBECCA, ANNIMORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER, PARTNERNA Control
LYNN, REBECCA, ANNIMORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER, PARTNERNA Control
LYNN, REBECCA, ANNIMORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER, PARTNERNA Control
LYNN, REBECCA, ANNIMORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER, PARTNERNA Control
LYNN, REBECCA, ANNIMORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER, PARTNERNA Control
LYNN, REBECCA, ANNIMORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER, PARTNERNA Control
LYNN, REBECCA, ANNIMORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER, PARTNERNA Control
MORGENTHALER FAMILY PARTNERSHIP II, LPDEMEMBER OF MORGENTHALER ADVISORS IX, LLCNA Control
PAVEY FAMILY INVESTMENTS, LLCDEMEMBER OF MORGENTHALER ADVISORS IX, LLCNA Control
POTOCSNAK, LISA, LYNNIVP OF FINANCENA Control
POTOCSNAK, LISA, LYNNIVP OF FINANCENA Control
POTOCSNAK, LISA, LYNNIVP OF FINANCENA Control
POTOCSNAK, LISA, LYNNIVP OF FINANCENA Control
POTOCSNAK, LISA, LYNNIINTERIM CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICERNA Control
ROBERT D. PAVEY TRUST UDT ORIGINALLY DATED 12/23/83DEMEMBER OF MORGENTHALER ADVISORS IX, LLCNA Control
WALTERS, SCOTT, DEANIPARTNER, COO & CCONA Control
WALTERS, SCOTT, DEANIPARTNER, COO & CCONA Control
WALTERS, SCOTT, DEANIPARTNER, COO & CCONA Control
WALTERS, SCOTT, DEANIPARTNER, COO & CCONA Control
WALTERS, SCOTT, DEANIPARTNER, COO & CCONA Control
WALTERS, SCOTT, DEANIPARTNER, COO & CCONA Control
WU, CHING, MeiIMEMBER OF MORGENTHALER ADVISORS IX, LLCNA Control
BELLAS, ROBERT, CALDWELLISHAREHOLDER, PARTNERB Control
BELLAS, ROBERT, CALDWELLISHAREHOLDER, PARTNERB Control
BELLAS, ROBERT, CALDWELLISHAREHOLDER, PARTNERB Control
BELLAS, ROBERT, CALDWELLISHAREHOLDER, PARTNERB Control
BELLAS, ROBERT, CALDWELLISHAREHOLDER, PARTNERB Control
BELLAS, ROBERT, CALDWELLISHAREHOLDER, PARTNERB Control
BELLAS, ROBERT, CALDWELLISHAREHOLDER, PARTNERB Control
BELLAS, ROBERT, CALDWELLISHAREHOLDER, PARTNERB Control
BELLAS, ROBERT, CALDWELLISHAREHOLDER, PARTNERB Control
BELLAS, ROBERT, CALDWELLISHAREHOLDER, PARTNERB Control
BELLAS, ROBERT, CALDWELLIMORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER, PARTNERB Control
BELLAS, ROBERT, CALDWELLIMORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER, PARTNERB Control
BELLAS, ROBERT, CALDWELLIMORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER, PARTNERB Control
BELLAS, ROBERT, CALDWELLIMORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER, PARTNERB Control
BELLAS, ROBERT, CALDWELLIMORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER, PARTNERB Control
BELLAS, ROBERT, CALDWELLIMORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER, PARTNERB Control
BELLAS, ROBERT, CALDWELLIMORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER, PARTNERB Control
BELLAS, ROBERT, CALDWELLIMORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER, PARTNERB Control
BELLAS, ROBERT, CALDWELLIMORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER, PARTNERB Control
BELLAS, ROBERT, CALDWELLIMORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER, PARTNERB Control
BELLAS, ROBERT, CALDWELLIMORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER, PARTNERB Control
CHRISTOFFERSEN, RALPH, EARLIMEMBER OF MORGENTHALER ADVISORS IX, LLCB Control
HENRY ALBERT PLAIN, JR. AND LISA MARIE PLAIN, TRUSTEES THE PLAIN FAMILY TRUST U/D/T DATED SEPTEMBER 7, 1994DEMEMBER OF MORGENTHALER ADVISORS IX, LLCB Control
LITTLE FAMILY 1995 TRUSTDEMEMBER OF MORGENTHALER ADVISORS IX, LLCB Control
LITTLE, GARY, ROBERTISHAREHOLDER, PARTNER, DIRECTORB Control
LITTLE, GARY, ROBERTISHAREHOLDER, PARTNER, DIRECTORB Control
LITTLE, GARY, ROBERTISHAREHOLDER, PARTNER, DIRECTORB Control
LITTLE, GARY, ROBERTISHAREHOLDER, PARTNER, DIRECTORB Control
LITTLE, GARY, ROBERTISHAREHOLDER, PARTNER, DIRECTORB Control
LITTLE, GARY, ROBERTISHAREHOLDER, PARTNER, DIRECTORB Control
LITTLE, GARY, ROBERTISHAREHOLDER, PARTNER, DIRECTORB Control
LITTLE, GARY, ROBERTISHAREHOLDER, PARTNER, DIRECTORB Control
LITTLE, GARY, ROBERTISHAREHOLDER, PARTNER, DIRECTORB Control
LITTLE, GARY, ROBERTISHAREHOLDER, PARTNER, DIRECTORB Control
LITTLE, GARY, ROBERTIMORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER, PARTNER, DIRECTORB Control
LITTLE, GARY, ROBERTIMORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER, PARTNER, DIRECTORB Control
LITTLE, GARY, ROBERTIMORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER, PARTNER, DIRECTORB Control
LITTLE, GARY, ROBERTIMORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER, PARTNER, DIRECTORB Control
LITTLE, GARY, ROBERTIMORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER, PARTNER, DIRECTORB Control
LITTLE, GARY, ROBERTIMORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER, PARTNER, DIRECTORB Control
LITTLE, GARY, ROBERTIMORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER, PARTNER, DIRECTORB Control
LITTLE, GARY, ROBERTIMORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER, PARTNER, DIRECTORB Control
LITTLE, GARY, ROBERTIMORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER, PARTNER, DIRECTORB Control
LITTLE, GARY, ROBERTIMORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER, PARTNER, DIRECTORB Control
LITTLE, GARY, ROBERTIMORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER, PARTNER, DIRECTORB Control
LUTSI, JOHN, DONALDISHAREHOLDER, PARTNER EMERITUSB Control
LUTSI, JOHN, DONALDISHAREHOLDER, PARTNER EMERITUSB Control
LUTSI, JOHN, DONALDISHAREHOLDER, PARTNER EMERITUSB Control
LUTSI, JOHN, DONALDISHAREHOLDER, PARTNER EMERITUSB Control
LUTSI, JOHN, DONALDISHAREHOLDER, PARTNER EMERITUSB Control
LUTSI, JOHN, DONALDISHAREHOLDER, PARTNER EMERITUSB Control
LUTSI, JOHN, DONALDISHAREHOLDER, PARTNER EMERITUSB Control
LUTSI, JOHN, DONALDISHAREHOLDER, PARTNER EMERITUSB Control
LUTSI, JOHN, DONALDISHAREHOLDER, PARTNER EMERITUSB Control
LUTSI, JOHN, DONALDISHAREHOLDER, PARTNER EMERITUSB Control
LUTSI, JOHN, DONALDIMORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER, PARTNER EMERITUSB Control
LUTSI, JOHN, DONALDIMORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER, PARTNER EMERITUSB Control
LUTSI, JOHN, DONALDIMORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER, PARTNER EMERITUSB Control
LUTSI, JOHN, DONALDIMORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER, PARTNER EMERITUSB Control
LUTSI, JOHN, DONALDIMORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER, PARTNER EMERITUSB Control
LUTSI, JOHN, DONALDIMORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER, PARTNER EMERITUSB Control
LUTSI, JOHN, DONALDIMORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER, PARTNER EMERITUSB Control
LUTSI, JOHN, DONALDIMORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER, PARTNER EMERITUSB Control
LUTSI, JOHN, DONALDIMORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER, PARTNER EMERITUSB Control
LUTSI, JOHN, DONALDIMORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER, PARTNER EMERITUSB Control
LUTSI, JOHN, DONALDIMORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER, PARTNER EMERITUSB Control
MORGENTHALER, GARY, JORDANISHAREHOLDER, PARTNERB Control
MORGENTHALER, GARY, JORDANISHAREHOLDER, PARTNERB Control
MORGENTHALER, GARY, JORDANISHAREHOLDER, PARTNERB Control
MORGENTHALER, GARY, JORDANISHAREHOLDER, PARTNERB Control
MORGENTHALER, GARY, JORDANISHAREHOLDER, PARTNERB Control
MORGENTHALER, GARY, JORDANISHAREHOLDER, PARTNERB Control
MORGENTHALER, GARY, JORDANISHAREHOLDER, PARTNERB Control
MORGENTHALER, GARY, JORDANISHAREHOLDER, PARTNERB Control
MORGENTHALER, GARY, JORDANISHAREHOLDER, PARTNERB Control
MORGENTHALER, GARY, JORDANISHAREHOLDER, PARTNERB Control
MORGENTHALER, GARY, JORDANIMORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER, PARTNERB Control
MORGENTHALER, GARY, JORDANIMORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER, PARTNERB Control
MORGENTHALER, GARY, JORDANIMORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER, PARTNERB Control
MORGENTHALER, GARY, JORDANIMORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER, PARTNERB Control
MORGENTHALER, GARY, JORDANIMORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER, PARTNERB Control
MORGENTHALER, GARY, JORDANIMORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER, PARTNERB Control
MORGENTHALER, GARY, JORDANIMORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER, PARTNERB Control
MORGENTHALER, GARY, JORDANIMORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER, PARTNERB Control
MORGENTHALER, GARY, JORDANIMORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER, PARTNERB Control
MORGENTHALER, GARY, JORDANIMORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER, PARTNERB Control
MORGENTHALER, GARY, JORDANIMORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER, PARTNERB Control
PAVEY, ROBERT, DAVIDSONISHAREHOLDER, PARTNERB Control
PAVEY, ROBERT, DAVIDSONISHAREHOLDER, PARTNERB Control
PAVEY, ROBERT, DAVIDSONISHAREHOLDER, PARTNERB Control
PAVEY, ROBERT, DAVIDSONISHAREHOLDER, PARTNERB Control
PAVEY, ROBERT, DAVIDSONISHAREHOLDER, PARTNERB Control
PAVEY, ROBERT, DAVIDSONISHAREHOLDER, PARTNERB Control
PAVEY, ROBERT, DAVIDSONISHAREHOLDER, PARTNERB Control
PAVEY, ROBERT, DAVIDSONISHAREHOLDER, PARTNERB Control
PAVEY, ROBERT, DAVIDSONISHAREHOLDER, PARTNERB Control
PAVEY, ROBERT, DAVIDSONISHAREHOLDER, PARTNERB Control
PAVEY, ROBERT, DAVIDSONIMORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER, PARTNERB Control
PAVEY, ROBERT, DAVIDSONIMORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER, PARTNERB Control
PAVEY, ROBERT, DAVIDSONIMORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER, PARTNERB Control
PAVEY, ROBERT, DAVIDSONIMORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER, PARTNERB Control
PAVEY, ROBERT, DAVIDSONIMORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER, PARTNERB Control
PAVEY, ROBERT, DAVIDSONIMORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER, PARTNERB Control
PAVEY, ROBERT, DAVIDSONIMORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER, PARTNERB Control
PAVEY, ROBERT, DAVIDSONIMORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER, PARTNERB Control
PAVEY, ROBERT, DAVIDSONIMORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER, PARTNERB Control
PAVEY, ROBERT, DAVIDSONIMORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER, PARTNERB Control
PAVEY, ROBERT, DAVIDSONIMORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER, PARTNERB Control
TERRANCE LYNN AND REBECCA LYNN 2008 REVOCABLE INTER-VIVOS TRUSTDEMEMBER OF MORGENTHALER ADVISORS IX, LLCB Control
BELLAS FAMILY PARTNERSHIP II, LPDEMEMBER OF MORGENTHALER ADVISORS IX, LLCA Control
BELLAS FAMILY TRUST UDT DATED MAY 6, 1999DEMEMBER OF MORGENTHALER ADVISORS IX, LLCA Control
BRODERICK, JAMES, WILLIAMISHAREHOLDER, PARTNERA Control
BRODERICK, JAMES, WILLIAMISHAREHOLDER, PARTNERA Control
BRODERICK, JAMES, WILLIAMISHAREHOLDER, PARTNERA Control
BRODERICK, JAMES, WILLIAMISHAREHOLDER, PARTNERA Control
BRODERICK, JAMES, WILLIAMISHAREHOLDER, PARTNERA Control
BRODERICK, JAMES, WILLIAMISHAREHOLDER, PARTNERA Control
BRODERICK, JAMES, WILLIAMISHAREHOLDER, PARTNERA Control
CHRISTOFFERSEN, RALPH, EARLISHAREHOLDER, PARTNER, DIRECTORA Control
CHRISTOFFERSEN, RALPH, EARLISHAREHOLDER, PARTNER, DIRECTORA Control
CHRISTOFFERSEN, RALPH, EARLISHAREHOLDER, PARTNER, DIRECTORA Control
CHRISTOFFERSEN, RALPH, EARLISHAREHOLDER, PARTNER, DIRECTORA Control
CHRISTOFFERSEN, RALPH, EARLISHAREHOLDER, PARTNER, DIRECTORA Control
CHRISTOFFERSEN, RALPH, EARLISHAREHOLDER, PARTNERA Control
CHRISTOFFERSEN, RALPH, EARLISHAREHOLDER, PARTNER, DIRECTORA Control
CHRISTOFFERSEN, RALPH, EARLISHAREHOLDER, PARTNERA Control
CHRISTOFFERSEN, RALPH, EARLISHAREHOLDER, PARTNERA Control
CHRISTOFFERSEN, RALPH, EARLISHAREHOLDER, PARTNERA Control
CHRISTOFFERSEN, RALPH, EARLIMORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER, PARTNERA Control
CHRISTOFFERSEN, RALPH, EARLIMORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER, PARTNERA Control
CHRISTOFFERSEN, RALPH, EARLIMORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER, PARTNERA Control
CHRISTOFFERSEN, RALPH, EARLIMORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER, PARTNERA Control
CHRISTOFFERSEN, RALPH, EARLIMORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER, PARTNERA Control
CHRISTOFFERSEN, RALPH, EARLIMORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER, PARTNERA Control
CHRISTOFFERSEN, RALPH, EARLIMORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER, PARTNERA Control
CHRISTOFFERSEN, RALPH, EARLIMORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER, PARTNERA Control
CHRISTOFFERSEN, RALPH, EARLIMORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER, PARTNERA Control
CHRISTOFFERSEN, RALPH, EARLIMORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER, PARTNERA Control
CHRISTOFFERSEN, RALPH, EARLIMORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER, PARTNERA Control
J&J LETTMANN FAMILY TRUST DATED JUNE 18, 2014DEMEMBER OF MORGENTHALER ADVISORS IX, LLCA Control
MORGENTHALER, GARY, JORDANIMEMBER OF MORGENTHALER ADVISORS IX, LLCA Control
PLAIN, HENRY, ALBERTISHAREHOLDER & PARTNERA Control
PLAIN, HENRY, ALBERTISHAREHOLDER & PARTNERA Control
PLAIN, HENRY, ALBERTISHAREHOLDER & PARTNERA Control
PLAIN, HENRY, ALBERTISHAREHOLDER & PARTNERA Control
PLAIN, HENRY, ALBERTISHAREHOLDER & PARTNERA Control
PLAIN, HENRY, ALBERTISHAREHOLDER & PARTNER, DIRECTORA Control
PLAIN, HENRY, ALBERTISHAREHOLDER & PARTNER, DIRECTORA Control
PLAIN, HENRY, ALBERTISHAREHOLDER & PARTNER, DIRECTORA Control
PLAIN, HENRY, ALBERTISHAREHOLDER & PARTNER, DIRECTORA Control
PLAIN, HENRY, ALBERTIMORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER & PARTNER, DIRECTORA Control
PLAIN, HENRY, ALBERTIMORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER & PARTNER, DIRECTORA Control
PLAIN, HENRY, ALBERTIMORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER & PARTNER, DIRECTORA Control
PLAIN, HENRY, ALBERTIMORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER & PARTNER, DIRECTORA Control
PLAIN, HENRY, ALBERTIMORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER & PARTNER, DIRECTORA Control
PLAIN, HENRY, ALBERTIMORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER & PARTNER, DIRECTORA Control
PLAIN, HENRY, ALBERTIMORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER & PARTNER, DIRECTORA Control
PLAIN, HENRY, ALBERTIMORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER & PARTNER, DIRECTORA Control
PLAIN, HENRY, ALBERTIMORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER & PARTNER, DIRECTORA Control
PLAIN, HENRY, ALBERTIMORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER & PARTNER, DIRECTORA Control
PLAIN, HENRY, ALBERTIMORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER & PARTNER, DIRECTORA Control
TAFT, PETER, GREGGISHAREHOLDER, PARTNER, DIRECTORA Control
TAFT, PETER, GREGGISHAREHOLDER, PARTNER, DIRECTORA Control
TAFT, PETER, GREGGISHAREHOLDER, PARTNER, DIRECTORA Control
TAFT, PETER, GREGGISHAREHOLDER, PARTNER, DIRECTORA Control
TAFT, PETER, GREGGISHAREHOLDER, PARTNER, DIRECTORA Control
TAFT, PETER, GREGGISHAREHOLDER, PARTNER, DIRECTORA Control
TAFT, PETER, GREGGISHAREHOLDER, PARTNER, DIRECTORA Control
TAFT, PETER, GREGGISHAREHOLDER, PARTNER, DIRECTORA Control
TAFT, PETER, GREGGISHAREHOLDER, PARTNER, DIRECTORA Control
TAFT, PETER, GREGGISHAREHOLDER, PARTNER, DIRECTORA Control
TAFT, PETER, GRESSIMORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER, PARTNER, DIRECTORA Control
TAFT, PETER, GRESSIMORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER, PARTNER, DIRECTORA Control
TAFT, PETER, GRESSIMORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER, PARTNER, DIRECTORA Control
TAFT, PETER, GRESSIMORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER, PARTNER, DIRECTORA Control
TAFT, PETER, GRESSIMORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER, PARTNER, DIRECTORA Control
TAFT, PETER, GRESSIMORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER, PARTNER, DIRECTORA Control
TAFT, PETER, GRESSIMORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER, PARTNER, DIRECTORA Control
TAFT, PETER, GRESSIMORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER, PARTNER, DIRECTORA Control
TAFT, PETER, GRESSIMORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER, PARTNER, DIRECTORA Control
TAFT, PETER, GRESSIMORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER, PARTNER, DIRECTORA Control
TAFT, PETER, GRESSIMORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER, PARTNER, DIRECTORA Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
BELLAS, ROBERT, CALDWELLIBELLAS FAMILY PARTNERSHIP II, L.P.F Control
BELLAS, TERRYE, LIBELLAS FAMILY PARTNERSHIP II, L.P.F Control
MORGENTHALER, GARY, JORDANIMORGENTHALER FAMILY PARTNERSHIP II, LPF Control
MORGENTHALER, GAYE, ELIZABETHIMORGENTHALER FAMILY PARTNERSHIP II, LPF Control
MORGENTHALER, TODD, WINTHROPIMORGENTHALER FAMILY PARTNERSHIP II, LPF Control
PAVEY, ROBERT, DAVIDSONIROBERT D. PAVEY TRUST UDT ORIGINALLY DATED 12/23/83E Control
BELLAS FAMILY TRUST UDT MAY 6, 1999DEBELLAS FAMILY PARTNERSHIP II, L.P.D Control
BELLAS, ROBERT, CALDWELLIBELLAS FAMILY TRUST UDT MAY 6, 1999D Control
BELLAS, TERRYE, LIBELLAS FAMILY TRUST UDT MAY 6, 1999D Control
LETTMANN, JASON, WIJ&J LETTMANN FAMILY TRUST DATED JUNE 18, 2014D Control
LITTLE, GARY, ROBERTILITTLE FAMILY 1995 TRUSTD Control
LYNN, REBECCA, ANNITERRANCE LYNN AND REBECCA LYNN 2008 REVOCABLE INTER-VIVOS TRUSTD Control
LYNN, TERRANCE, SHAWNITERRANCE LYNN AND REBECCA LYNN 2008 REVOCABLE INTER-VIVOS TRUSTD Control
Lettmann, JaclynIJ&J LETTMANN FAMILY TRUST DATED JUNE 18, 2014D Control
MOFFOT, LESLIE, FRANCESILITTLE FAMILY 1995 TRUSTD Control
PLAIN, HENRY, ALBERTIHENRY ALBERT PLAIN, JR. AND LISA MARIE PLAIN, TRUSTEES THE PLAIN FAMILY TRUST U/D/T DATED SEPTEMBER 7, 1994D Control
Plain, LisaIHENRY ALBERT PLAIN, JR. AND LISA MARIE PLAIN, TRUSTEES THE PLAIN FAMILY TRUST U/D/T DATED SEPTEMBER 7, 1994D Control
PAVEY, ROBERT, DAVIDSONIPAVEY FAMILY INVESTMENTS, LLCC Control

Registrations

Federal

ERA
Apr 1, 2025 REGISTERED

Notice Filings (4)

CA CO MA OH

Address

3200 ALPINE ROAD
PORTOLA VALLEY, CA 94028
United States
Phone: 650-388-7600