United States · 
What does Bertram Capital invest in?
Bertram Capital invests most often at Series A and Series B (100% of the rounds on record), in sectors such as Business Services, Consumer and Industrial.
Bertram Capital highlights
- 01
5 rounds on record
- 02
Mostly Series A and Series B: 100% of its rounds
- 03
Sole investor in 4 rounds, median $500K
What they do
Bertram Capital is a private equity firm targeting investments in lower middle market companies.From their own website
- Type
- Private equity
- Cheque size
- $10M – $250M as they say
- Stages
- GrowthBuyout
- Sectors
- Business ServicesConsumerIndustrial
- Based in
- Foster City, United States
- Cold pitches
- Not stated
The record
Every round we can evidence, newest first5 appearances
- 2015
2 rounds
- Mar
- Mar
- 2014
1 round
- Aug
- 2008
1 round
- Feb
- 2007
1 round
- Aug
An announcement gives the size of the round, not the size of this investor's cheque: the only rounds that imply a cheque are those where they were the sole named investor.
The team
Named by the firm itself, on a filing, its Form ADV or its company registration2 named
ICIvy Cheung OnoChief Financial Officer and Chief Compliance OfficeriForm ADV
JMJeffrey M. DrazanExecutive OfficeriFiling they signed
We also hold 67 people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them.
What the register says
From the firm's own filings with the SEC, which it must file accurately by law
$4.4Bassets it managesOct 2026
Registeredinvestment adviserfull reporting to the SEC
- Legal name
- Bertram Capital Management LLC
- SEC number
- CRD 156920
Funds on its Form ADV
11 private funds, $3.5B in gross assets · filed Mar 2024
- Bertram Capital V, L.P.Private equity75 investors$853M
- Bertram Growth Capital IV, L.P.Private equity54 investors$830M
- Bertram Capital V-A, L.P.Private equity64 investors$745M
- Bertram Growth Capital IV-A, L.P.Private equity29 investors$473M
- Bertram Growth Capital III, L.P.Private equity43 investors$237M
- Bertram Ignite I, L.P.Private equity20 investors$110M
- Bertram Growth Capital III-A, L.P.Private equity16 investors$102M
- Bertram Growth Capital II, L.P.Private equity31 investors$58M
- Bertram Growth Capital III Annex Fund, L.P.Private equity13 investors$57M
- Bertram Ignite I-A, L.P.Private equity7 investors$39M
And 1 more on the filing.