| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Bertram Capital V, L.P. | Private Equity | $1.09B | $5M |
| Bertram Growth Capital IV, L.P. | Private Equity | $926.9M | $5M |
| Bertram Capital V-A, L.P. | Private Equity | $866.1M | $5M |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Ivy Cheung Ono Control | Chief Financial Officer | Under 5% | 2019 |
| Jeffrey M Drazan Control | Managing Partner | Under 5% | 2006 |
| Jeffrey M Drazan 2016 Family Trust Control | Class A Member | Over 75% | 2018 |
Bertram Capital Management LLC reports $4 billion in regulatory assets under management on its Form ADV.
Bertram Capital Management LLC manages 11 private funds with combined gross assets of $4 billion.
Bertram Capital Management LLC reports 43 employees.
Bertram Capital Management LLC is based in Foster City, CA and has been SEC-registered since 2012.
Bertram Capital Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 950 Tower Lane, Suite 1000, Foster City, CA 94404 |
| Phone | 650-358-5000 |
| Fax | 650-358-5001 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1909372 |
| Discloses disciplinary history | No |
| Discretionary | $4.01B |
| Non-discretionary | $0 |
| Total (RAUM) | $4.01B |