Investment adviser · CRD 161509
MORGENTHALER MANAGEMENT CORPORATION
Exempt reporting adviser (ERA)
Exempt reporting advisers use a shorter Form ADV report. Some adviser-level figures are not reported; fund disclosures appear below when available.
· Form ADV filed Aug 26, 2026
Adviser-level assets, account counts and staffing figures are unavailable in this filing. View the reported fund disclosures below →
Private funds & service providers
7 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
MORGENTHALER VENTURE PARTNERS IX, L.P.Venture Capital Fund · Last reported Aug 26, 2026$28.8MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
BDO USA LLP
PCAOB 243
Fund details & source
- Fund ID
- 805-6753318089
- Reported beneficial owners
- 54
- Minimum commitment
- $5M
- Form D file number
- 021-11981
Form ADV 2128502 · Aug 26, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
MORGENTHALER PARTNERS VIII, L.P.Private Equity Fund · Last reported Aug 26, 2026$19.6MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
BDO USA LLP
PCAOB 243
Fund details & source
- Fund ID
- 805-6124232476
- Reported beneficial owners
- 51
- Minimum commitment
- $5M
- Form D file number
- 021-86184
Form ADV 2128502 · Aug 26, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
MPE PARTNERS LPPrivate Equity Fund · Last reported Mar 23, 2015$85.5MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-6686782017
- Reported beneficial owners
- 17
- Minimum commitment
- $50K
- Form D file number
- 021-197835
Form ADV 878113 · Mar 23, 2015 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
MPE PARTNERS PF LPPrivate Equity Fund · Last reported Mar 23, 2015$22.1MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-4789550951
- Reported beneficial owners
- 20
- Minimum commitment
- $50K
- Form D file number
- 021-197835
Form ADV 878113 · Mar 23, 2015 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
MORGENTHALER PARTNERS VII, L.P.Private Equity Fund · Last reported Apr 1, 2025$9.49MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
BDO USA LLP
PCAOB 243
Fund details & source
- Fund ID
- 805-6586585286
- Reported beneficial owners
- 88
- Minimum commitment
- $10M
- Form D file number
- 021-9999999999
Form ADV 1973001 · Apr 1, 2025 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
MORGENTHALER VENTURE PARTNERS V, L.P.Venture Capital Fund · Last reported Jan 27, 2016$882KGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-3253242965
- Reported beneficial owners
- 41
- Minimum commitment
- $5M
Form ADV 957653 · Jan 27, 2016 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
MORGENTHALER PARTNERS VI, L.P.Private Equity Fund · Last reported Mar 31, 2017$0Gross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-8851423615
- Reported beneficial owners
- 78
- Minimum commitment
- $10M
- Form D file number
- 021-9999999999
Form ADV 1092522 · Mar 31, 2017 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Aug 26, 2026. View historical filings
Reported services
Not reported in these imported fields
Compensation
Not reported in these imported fields
Principal office
CRD 161509
Filing source
Form ADV 2128502 · Aug 26, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.