Julia Morgan Ballroom
Julia Morgan Ballroom operates a 4,060 sq ft premium event venue on the 15th floor of the landmark Merchants Exchange Building in San Francisco's Financial District, hosting weddings, corporate meetings, non-profit galas, and digital events with in-house catering and A/V production.
- Company typePrivate
- Founded2009
- HeadquartersSan Francisco, United States
- Headcount11–50
- GTM typeB2B and B2C
- OfferingServices
What Julia Morgan Ballroom does
Julia Morgan Ballroom is a premium special-event venue operating from the 15th floor (15,500 sq ft) of the landmark Merchants Exchange Building at 465 California Street in San Francisco's Financial District. The company rents the 4,060 sq ft primary ballroom — with capacity configurations ranging from 160 (crescent) to 750 (reception) — for weddings and celebrations, corporate meetings and conferences, non-profit galas and fundraisers, and digital/hybrid events. The venue positions itself as an architectural landmark, leveraging the Julia Morgan–designed Beaux-Arts interior that has hosted U.S. presidents and major enterprise clients including Apple, Salesforce, Meta, NFL, Oracle, Wells Fargo, Charles Schwab, and Guinness.
The business operates on a vertically integrated model. Revenue is generated through three primary streams: venue rental at $8,500-$15,000 per event with dynamic pricing tied to day-of-week and seasonality; in-house gourmet catering and bar service directed by Chef Larry Finn; and in-house audio-visual and event production services covering audio, video, lighting, scenic design, and live streaming. All production staff, including an A/V Director with Broadway and theatrical venue experience, are employees of the operating entity (Merchants Exchange Productions), eliminating external vendor dependency and capturing the full services margin.
The venue is privately held and owned by Clint Reilly Landmark Properties, which also operates the Merchants Exchange Club and Credo restaurant under a consolidated hospitality division. Distribution is direct-to-client, with three dedicated segment sales managers (weddings, corporate, non-profit), a website with Matterport virtual tour, and presence on industry directories (Carats and Cake, Wedding Spot, Cvent). The reported headcount is 11-50 employees.
Julia Morgan Ballroom firmographics
Firmographics- Name
- Julia Morgan Ballroom
- Legal name
- Julia Morgan Ballroom
- Website
- https://juliamorganballroom.com
- Company type
- Private
- Founded year
- 2009
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Julia Morgan Ballroom operates a 4,060 sq ft premium event venue on the 15th floor of the landmark Merchants Exchange Building in San Francisco's Financial District, hosting weddings, corporate meetings, non-profit galas, and digital events with in-house catering and A/V production.
- Ownership category
- akta.pro rank
Julia Morgan Ballroom industry classification
Industry- Product category
- Special Event Venue Services
- NAICS
- Caterers (72232), Food Service Contractors (72231), Accommodation and Food Services (72)
- SIC
- Retail-Eating & Drinking Places (5810), Services-Miscellaneous Amusement & Recreation (7990)
- akta.pro primary industry
- Venue & Banquet Hall Catering (THAFAIAC)
- akta.pro secondary industries
- Wedding & Social Event Catering (THAHAKAE), Conference & Convention Center Catering (THAHAKAB), Gala, Fundraiser & Nonprofit Event Catering (THAHAKAF)
Keywords
Where Julia Morgan Ballroom is headquartered
LocationHeadquarters
- HQ city
- San Francisco
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Julia Morgan Ballroom business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Infrastructure, Marketing or Sales, Technology or R&D, Others
Revenue model
- Venue Rental: Primary revenue from exclusive rental of the Julia Morgan Ballroom and associated spaces. Venue rental rates range between $8,500 – $15,000 depending upon day of the week and time of year. Dynamic pricing subject to availability and F&B minimums. Rental includes the use of the bar and lounge, all breakout rooms and the entire 15th floor.
- Food and Beverage Service: In-house catering and bar services under direction of Chef Larry Finn. Premium level in-house catering by expert culinary team. Bespoke gourmet catering available with extensive banquet menus or custom offerings.
- Audio Visual Production: In-house A/V team provides professional event production services including audio, video, lighting, scenic design, and streaming. Professional production staff handles all technical aspects of events.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| One time/ perpetual license | Pay-as-you-go | Venue rental with tiered pricing based on day and season |
Go-to-market motion3 records
Distribution channels4 records
Marketing channels7 records
Julia Morgan Ballroom product offering
Product offeringCore offering
Julia Morgan Ballroom operates as a premium special events venue renting out the 4,060 sq ft Ballroom plus the entire 15th floor (15,500 sq ft) of the landmark Merchants Exchange Building in San Francisco's Financial District. The offering is fully verticalized, bundling venue rental with in-house gourmet catering under Chef Larry Finn and an in-house Audio/Visual production team providing audio, video, lighting, scenic, and live streaming services. Events are organized into four tailored packages: Weddings + Celebrations, Meetings + Conferences, Non-Profit Galas + Fundraisers, and Digital Events.
Product overview
Julia Morgan Ballroom is a single premium event venue offering comprehensive special event hosting services from its location in the landmark Merchants Exchange building in San Francisco. The core product is the 4,060 square foot ballroom venue rental, which operates as a fully-verticalized model providing turnkey solutions including Food + Beverage Service, Audio Visual Services, and professional event production staff. The venue segments its offerings into distinct event categories: Weddings + Celebrations, Meetings + Conferences, Non-Profit Galas + Fundraisers, and Digital Events. Additional products include breakout spaces like the Daniel Burnham Bar & Lounge, Willis Polk Room, Sunny Jim Rolph Room, and Friendship Foyer, plus a Matterport virtual tour for remote venue exploration.
Differentiator
Problem solved
Functional benefit
Brands
- Merchants Exchange Productions: The management entity behind the Julia Morgan Ballroom, also managing Merchants Exchange Club and Credo restaurant.
Products and services
- Julia Morgan Ballroom Venue Rental Exclusive rental of the 4,060 sq ft Ballroom plus the entire 15th floor (15,500 sq ft) of the landmark Merchants Exchange Building, including the Ballroom, bar and lounge, all breakout rooms, pre-event spaces, and one of the City's finest commercial kitchens. Rental rates range $8,500 to $15,000 depending on day of week and time of year, with dynamic pricing subject to availability and F&B minimums.
- Food + Beverage Service In-house gourmet catering and bar service directed by Chef Larry Finn, with bespoke banquet menus and custom culinary offerings. Food and beverage is produced entirely on-site in one of San Francisco's finest commercial kitchens and bundled into F&B minimums tied to venue rentals.
- Audio Visual Services In-house professional A/V production team led by Director of A/V Walter Ryon, providing planning and design, audio, video, lighting, scenic design (including custom builds such as floral chandeliers and themed backdrops), and streaming services. Capabilities include immersive audio, video/projection mapping, dramatic lighting effects, and live streaming for hybrid events.
- Weddings + Celebrations Package Full-service wedding and celebration event package including exclusive venue rental, in-house catering, in-house A/V production, and a dedicated professional production team for ceremonies and receptions. Sold through a dedicated Weddings & Celebrations sales channel.
- Meetings + Conferences Package Corporate event hosting package for meetings, conferences, product launches, and shareholder meetings, including venue rental, in-house catering, in-house A/V production, and flexible breakout spaces in the San Francisco Financial District. Sold through a dedicated Corporate Sales channel.
- Non-Profit Galas + Fundraisers Package
Companies that use Julia Morgan Ballroom
Customer profileNamed customers21 records
Segments4 records
Ideal customer profiles3 records
Julia Morgan Ballroom technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
Julia Morgan Ballroom partnerships and signals
Strategic signalPartnerships
Seven partnerships are on record, tiered core and minor.
- Clint Reilly Landmark PropertiescoreParent company that owns and operates the Julia Morgan Ballroom along with other hospitality properties including Merchants Exchange Club and Credo restaurant. Adam Ryon manages the entire hospitality division for Clint Reilly Landmark Properties.
- Merchants Exchange ProductionscoreOperating entity for the Julia Morgan Ballroom providing production services. In-house Audio + Video and Production teams bring decades of experience in event production. The entity also operates the Merchants Exchange Club venue.
- Merchants Exchange ClubminorRelated venue within the Merchants Exchange portfolio, part of the same hospitality division serving San Francisco's premier event destinations.
- Credo RestaurantminorRestaurant within the hospitality division, also managed by Adam Ryon and part of the same company portfolio as the Julia Morgan Ballroom.
- Carats and CakeminorWedding vendor marketplace where the Julia Morgan Ballroom is listed as a vendor profile for couples to discover and book the venue.
- Wedding SpotminorWedding venue directory listing the Julia Morgan Ballroom for prospective wedding clients to find and inquire about the venue.
- CventminorEvent management and venue sourcing platform where the Julia Morgan Ballroom is listed for corporate event planners and meeting professionals.
Scale indicators6 records
Recent moves6 records
Expansion highlights4 records
Julia Morgan Ballroom competitors and assessment
Company assessmentDirect peers
- The Foundry SF: Industrial-chic event venue in SF's Mission Bay area specializing in weddings, corporate events, and large-scale celebrations. Directly comparable as a non-hotel special-event venue with full-service production capabilities.
- The Hibernia: Historic SF event venue in the former Hibernia Bank building, offering a similar 'iconic historic San Francisco' positioning for weddings, corporate events, and galas. Direct competitor in the boutique-special-event-venue segment.
- The Ritz-Carlton, San Francisco: Luxury Financial District hotel offering premium ballrooms and event venues. Directly competes for corporate meetings, weddings, and galas in the same downtown SF geography, with full-service catering and A/V capabilities similar to JMB.
- Hotel Vitale: Boutique waterfront hotel in SF offering event and banquet space. Competes for mid-to-upper-tier weddings, corporate receptions, and social events with similar in-house catering and event production capabilities.
- The St. Regis San Francisco: Luxury SoMa hotel with sophisticated ballrooms and event venues. Targets the same high-end corporate, wedding, and gala clientele as JMB, with comparable in-house catering and bespoke event services.
- Four Seasons Hotel San Francisco at Embarcadero: Luxury hotel with high-end event and banquet space serving corporate and social clients in downtown SF. Directly comparable premium positioning, in-house catering, and dedicated event production services.
- The Fairmont San Francisco: Iconic SF luxury hotel with extensive event and banquet space including the Venetian Room and Grand Ballroom. Directly competes for high-end weddings, galas, and corporate events in the same SF market, with the advantage of on-site lodging for multi-day conferences.
- Palace Hotel, San Francisco: Historic luxury SF hotel with the iconic Garden Court and grand ballroom. Competes for prestige weddings, corporate galas, and large conferences in the same market segment as JMB, leveraging similar historic architecture and downtown location.
Regional players
- The Ritz-Carlton, Half Moon Bay: Luxury coastal resort south of SF with extensive event and wedding space. Competes for high-end SF Bay Area weddings and corporate retreats, but located outside the city and not directly substitutable for downtown SF events.
Emerging players
- City Winery San Francisco: Urban winery and event venue in SF offering private events, weddings, and corporate functions with in-house F&B. Comparable in its focus on curated F&B experiences for events but differentiated by the winery concept and smaller event footprint.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Julia Morgan Ballroom social profiles
Digital presenceJulia Morgan Ballroom financial estimates
Financial estimateRevenue estimate
Valuation estimate
Julia Morgan Ballroom leadership team
Management profileNumber of profiles
Profiles7 records
Julia Morgan Ballroom funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Julia Morgan Ballroom M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Julia Morgan Ballroom
What does Julia Morgan Ballroom do?
Julia Morgan Ballroom operates as a premium special events venue renting out the 4,060 sq ft Ballroom plus the entire 15th floor (15,500 sq ft) of the landmark Merchants Exchange Building in San Francisco's Financial District. The offering is fully verticalized, bundling venue rental with in-house gourmet catering under Chef Larry Finn and an in-house Audio/Visual production team providing audio, video, lighting, scenic, and live streaming services. Events are organized into four tailored packages: Weddings + Celebrations, Meetings + Conferences, Non-Profit Galas + Fundraisers, and Digital Events.
Is Julia Morgan Ballroom a public or private company?
Julia Morgan Ballroom is a private company. It is classified as corporate owned and is currently operating.
When was Julia Morgan Ballroom founded?
Julia Morgan Ballroom was founded in 2009. It employs 11 to 50 people.
Where is Julia Morgan Ballroom based?
Julia Morgan Ballroom is headquartered in San Francisco, United States, in the North America region.
How does Julia Morgan Ballroom make money?
Three revenue lines are on record. Venue Rental is the primary driver. The others are food and Beverage Service and audio Visual Production.
Who are Julia Morgan Ballroom's main competitors?
Direct peers on record are The Foundry SF, The Hibernia, The Ritz-Carlton, San Francisco, Hotel Vitale, The St. Regis San Francisco, Four Seasons Hotel San Francisco at Embarcadero, The Fairmont San Francisco and Palace Hotel, San Francisco. The Ritz-Carlton, Half Moon Bay is listed as a regional player. City Winery San Francisco is listed as an emerging player.
Does Julia Morgan Ballroom have an API?
No public API is recorded for Julia Morgan Ballroom.
What industry is Julia Morgan Ballroom in?
Julia Morgan Ballroom's product category is Special Event Venue Services. Its primary akta.pro industry code is THAFAIAC, Venue & Banquet Hall Catering, with a secondary code of THAHAKAE, Wedding & Social Event Catering. Its NAICS code is 72232 and its SIC code is 5810.