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Building 2MORGENTHALER MANAGEMENT CORPORATION

Map pinPORTOLA VALLEY, CA
Phone650-388-7600
NotebookSEC #801-73546
Total AUM
$106.7M
Employees
14
Clients
3

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3200 ALPINE ROAD
PORTOLA VALLEY
CA 94028
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
650-388-7600

ReceiptFinancials

Total AUM
$106.7M
Accounts
3
Discretionary
$106.7M
Accounts
3
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
3
AUM
$106.7M

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
PERCENTAGE OF COMMITTED CAPITAL & BOARD FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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