Multi-Family OfficeRIA · CRD 161509SEC-RegisteredPrivate Fund Adviser

Updated:

Morgenthaler Management Corporation

Morgenthaler Management Corporation is an SEC-registered investment adviser based in Portola Valley, CA, established in 2025. It is registered with the SEC.

Morgenthaler Management Corporation

Morgenthaler Management Corporation is an SEC-registered investment adviser based in Portola Valley, CA, established in 2025. It is registered with the SEC.

General information

Firm type

Multi Family Office

Location

Region

North America

Country

United States

City

Portola Valley

Corporate office

Cleveland, OH, United States

Principals

David Morgenthaler

Chairman

Kent Morgenthaler

Managing Director

Sector focus

Private EquityVenture CapitalReal EstateInfrastructureHealthcare Services

Frequently asked questions

Who runs investment decisions at Morgenthaler Management Corporation?

David Morgenthaler serves as Chairman, with Kent Morgenthaler as Managing Director. The firm is run by the founding family, leveraging their background in private equity and venture capital.

How does Morgenthaler Management Corporation source proprietary deal flow?

The firm benefits from the network built through the Morgenthaler private equity platform, which originated in 1968. This legacy provides access to institutional co-investors, GPs, and operating partners, though specific sourcing mechanisms are not publicly detailed.

Is Morgenthaler Management Corporation structured as a single family office or multi-family office?

It is categorized as a multi-family office, managing the wealth of the Morgenthaler family and potentially related entities. The office operates independently from the institutional Morgenthaler investment firm.

Does Morgenthaler Management Corporation participate in fund commitments or only direct deals?

The firm allocates capital to both direct investments and fund-of-funds structures, including private equity and venture capital funds. It also invests in real estate and infrastructure.

What investment stages does Morgenthaler Management Corporation typically target?

Based on public records, the firm targets a range of stages from venture capital to growth equity and mature private equity. It also invests in real assets and infrastructure, indicating a multi-stage approach.

Which sectors does Morgenthaler Management Corporation explicitly avoid?

No public information indicates sectors the firm explicitly avoids. Its disclosed portfolio has been focused on industrials, healthcare, and real assets.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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