Morgenthaler Management Corporation
- Regulatory AUM
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- Discretionary
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- Clients
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- Avg AUM / client
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- Accounts
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- Employees
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AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of May 2024 · $107M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Morgenthaler Partners Viii, L.P. | Private Equity Fund | Delaware | $57.2M | 52 |
| Morgenthaler Venture Partners Ix, L.P. | Venture Capital Fund | Delaware | $37.9M | 54 |
| Morgenthaler Partners Vii, L.P. | Private Equity Fund | Delaware | $11.6M | 88 |
People (10)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Pavey, Robert, Davidson | Morgenthaler Management Corporation Shareholder, Partner | May 1981 (45y) | 10% – 25% | |
| Bellas, Robert, Caldwell | Morgenthaler Management Corporation Shareholder, Partner | Jun 2009 (17y) | 10% – 25% | |
| Christoffersen, Ralph, Earl | Morgenthaler Management Corporation Shareholder, Partner | Jun 2009 (17y) | 5% – 10% | |
| Little, Gary, Robert | Morgenthaler Management Corporation Shareholder, Partner, Director | Jun 2009 (17y) | 10% – 25% | |
| Lutsi, John, Donald | Morgenthaler Management Corporation Shareholder, Partner Emeritus | Jun 2009 (17y) | 10% – 25% | |
| Morgenthaler, Gary, Jordan | Morgenthaler Management Corporation Shareholder, Partner | Jun 2009 (17y) | 10% – 25% | |
| Taft, Peter, Gress | Morgenthaler Management Corporation Shareholder, Partner, Director | Jun 2009 (17y) | 5% – 10% | |
| Lynn, Rebecca, Ann | Morgenthaler Management Corporation Shareholder, Partner | Sep 2010 (16y) | Less than 5% | |
| Plain, Henry, Albert | Morgenthaler Management Corporation Shareholder & Partner, Director | Sep 2010 (16y) | 5% – 10% | |
| Boettner, Travis, John | Chief Financial Officer & Cco | Oct 2015 (11y) | Less than 5% |
Undisclosed: 0% – 35% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (3, $107M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Morgenthaler Partners Viii, L.P. | Private Equity Fund | $57.2M | $5.0M | 52 |
| Morgenthaler Venture Partners Ix, L.P. | Venture Capital Fund | $37.9M | $5.0M | 54 |
| Morgenthaler Partners Vii, L.P. | Private Equity Fund | $11.6M | $10.0M | 88 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.08 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
Not reported.
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗