# MORGENTHALER MANAGEMENT CORPORATION

MORGENTHALER MANAGEMENT CORPORATION of PORTOLA VALLEY, CA is an SEC exempt reporting adviser.

## Registration

- CRD: 161509
- Type: SEC exempt reporting adviser
- SEC file number: 802-132679
- Location: 3200 ALPINE ROAD, PORTOLA VALLEY, CA, 94028
- Phone: 650-388-7600
- Latest filing: 2026-08-26

## Officers, owners & control persons (33)

_Showing 25 of 33 people._

| Name | Role | Location |
| --- | --- | --- |
| [Gary Robert Little](https://search.stillhousedata.com/person/383090) | MORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER, PARTNER, DIRECTOR | San Mateo, CA |
| [Robert Davidson Pavey](https://search.stillhousedata.com/person/670665) | MORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER, PARTNER | — |
| [Travis John Boettner](https://search.stillhousedata.com/person/688398) | CHIEF FINANCIAL OFFICER & CCO | — |
| [Henry Albert Plain](https://search.stillhousedata.com/person/688480) | MORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER & PARTNER, DIRECTOR | — |
| [Ralph Earl Christoffersen](https://search.stillhousedata.com/person/688481) | MORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER, PARTNER | — |
| [Robert Caldwell Bellas](https://search.stillhousedata.com/person/698860) | MORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER, PARTNER | — |
| [John Donald Lutsi](https://search.stillhousedata.com/person/698861) | MORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER, PARTNER EMERITUS | — |
| [Rebecca Ann Lynn](https://search.stillhousedata.com/person/698862) | MORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER, PARTNER | — |
| [Gary Jordan Morgenthaler](https://search.stillhousedata.com/person/698863) | MORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER, PARTNER | — |
| [Peter Gress Taft](https://search.stillhousedata.com/person/698864) | MORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER, PARTNER, DIRECTOR | — |
| [BRODERICK JOHN WILLIAM](https://search.stillhousedata.com/person/773557) | SHAREHOLDER, PARTNER | — |
| [MORGENTHALER GAYE ELIZABETH](https://search.stillhousedata.com/person/802591) | GENERAL PARTNER | — |
| [PAVEY ROBERT DAVIDSON](https://search.stillhousedata.com/person/816313) | MANAGING MEMBER; MORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER, PARTNER; SHAREHOLDER, PARTNER (+1 more) | — |
| [LITTLE GARY ROBERT](https://search.stillhousedata.com/person/828480) | MORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER, PARTNER, DIRECTOR; SHAREHOLDER, PARTNER, DIRECTOR; TRUSTEE | — |
| [BELLAS ROBERT CALDWELL](https://search.stillhousedata.com/person/828481) | MANAGING GENERAL PARTNER; MORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER, PARTNER; SHAREHOLDER, PARTNER (+1 more) | — |
| [CHRISTOFFERSEN RALPH EARL](https://search.stillhousedata.com/person/828482) | MEMBER OF MORGENTHALER ADVISORS IX, LLC; MORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER, PARTNER; SHAREHOLDER, PARTNER (+1 more) | — |
| [LUTSI JOHN DONALD](https://search.stillhousedata.com/person/828483) | MORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER, PARTNER EMERITUS; SHAREHOLDER, PARTNER EMERITUS | — |
| [LYNN REBECCA ANN](https://search.stillhousedata.com/person/828484) | MORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER, PARTNER; SHAREHOLDER, PARTNER; TRUSTEE | — |
| [MORGENTHALER GARY JORDAN](https://search.stillhousedata.com/person/828485) | GENERAL PARTNER; MEMBER OF MORGENTHALER ADVISORS IX, LLC; MORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER, PARTNER (+1 more) | — |
| [TAFT PETER GREGG](https://search.stillhousedata.com/person/828486) | SHAREHOLDER, PARTNER, DIRECTOR | — |
| [WALTERS SCOTT DEAN](https://search.stillhousedata.com/person/828487) | PARTNER, COO & CCO | — |
| [PLAIN HENRY ALBERT](https://search.stillhousedata.com/person/828488) | MORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER & PARTNER, DIRECTOR; SHAREHOLDER & PARTNER; SHAREHOLDER & PARTNER, DIRECTOR (+1 more) | — |
| [POTOCSNAK LISA LYNN](https://search.stillhousedata.com/person/829818) | INTERIM CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER; VP OF FINANCE | — |
| [Boettner Travis John](https://search.stillhousedata.com/person/838626) | CHIEF FINANCIAL OFFICER & CCO; VP OF FINANCE & CCO | — |
| [TAFT PETER GRESS](https://search.stillhousedata.com/person/842832) | MORGENTHALER MANAGEMENT CORPORATION SHAREHOLDER, PARTNER, DIRECTOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/161509/brochure
- Similar advisers: https://search.stillhousedata.com/firm/161509/similar
- Related entities: https://search.stillhousedata.com/firm/161509/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/161509

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.