# Bertram Capital: portfolio, investments and team > Bertram Capital is a private equity based in United States. 5 investments on record, latest Mar 2015. Portfolio, stages, co-investors and team. Source: https://millionrounds.com/fund/bertram-capital (Millionrounds; every figure on the page links to its filing or article) United States · [Investor](https://millionrounds.com/investors) # Bertram Capital Last cheque observed Mar 2015. Silence since then is not evidence of inactivity: our sources miss unannounced rounds. Quiet New fund, Jan 2023 Private equity Growth Buyout Business Services Consumer Industrial Cheques on record **0%** of best year **0** **cheques in 12 months**, 5 on record Since the last cheque **4241** days **00** hrs **00** min **00** sec Median round **$3.1M** Cheque size, as they say **$10M – $250M** Rounds led **0 of 5** Sole investor **4 rounds** Pitch Bertram Capital ## 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:** Growth Buyout - **Sectors:** Business Services Consumer Industrial - **Based in:** Foster City, United States - **Cold pitches:** Not stated ## The record Every round we can evidence, newest first **5 appearances** - **2015** 2 rounds - **Mar** **[OneKreate](https://millionrounds.com/company/onekreate)** **Undisclosed** Sole investor - **Mar** **[Sandbox Studio](https://millionrounds.com/company/sandbox-studio)** US **Undisclosed** Sole investor - **2014** 1 round - **Aug** **[ECS Tuning](https://millionrounds.com/company/ecs-tuning)** US **Undisclosed** Sole investor - **2008** 1 round - **Feb** **[RocketOn](https://millionrounds.com/company/rocketon)** Series B · US · virtualworldsnews.com **$5.8M** With 1 other - **2007** 1 round - **Aug** **[RocketOn](https://millionrounds.com/company/rocketon)** Series A · US **$500K** Sole investor 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 registration **2 named** IC **Ivy Cheung Ono** Chief Financial Officer and Chief Compliance Officer i Form ADV JM **Jeffrey M. Drazan** Executive Officer i Filing 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 **$4.4B** assets it manages Oct 2026 **Registered** investment adviser full 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 equity* 75 investors $853M - Bertram Growth Capital IV, L.P. *Private equity* 54 investors $830M - Bertram Capital V-A, L.P. *Private equity* 64 investors $745M - Bertram Growth Capital IV-A, L.P. *Private equity* 29 investors $473M - Bertram Growth Capital III, L.P. *Private equity* 43 investors $237M - Bertram Ignite I, L.P. *Private equity* 20 investors $110M - Bertram Growth Capital III-A, L.P. *Private equity* 16 investors $102M - Bertram Growth Capital II, L.P. *Private equity* 31 investors $58M - Bertram Growth Capital III Annex Fund, L.P. *Private equity* 13 investors $57M - Bertram Ignite I-A, L.P. *Private equity* 7 investors $39M And 1 more on the filing. New fund on file **Raised** a new fund in Jan 2023 From its SEC filing, not a journalist: a firm that has just raised has money to deploy. ## The cheque Growth Buyout Median round joined **$3.1M** the round, not its cheque Alone, median **$500K** Led 0 of 5 rounds **0%** - **Said size:** $10M – $250M - **Sole investor:** 4 rounds - **Last cheque:** Mar 2015 Rounds by stage said on their site - Series A *1* - Series B *1* - Growth said *-* - Buyout said *-* Cheques by year Led Joined 2007 2015 **Pitching Bertram Capital?** Put them on your fundraising board with this record on the card, and follow them to hear when they write a new cheque. Add to your CRM *→* ## Mentioned on podcasts Episodes that name Bertram Capital in their description, not their title. - [Superclusters](https://millionrounds.com/podcasts/superclusters) 15 Jul 2024 · 1h 19m The Inner Workings of a Sovereign Wealth Fund | Ian Park | Superclusters | S3E3 With [Ian Park](https://millionrounds.com/person/ian-park) Mentions [Bertram Capital](https://millionrounds.com/fund/bertram-capital)[VMG Partners](https://millionrounds.com/fund/vmg-partners) Apple PodcastsShow page ## Quick answers about Bertram Capital ### 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. ### How active is Bertram Capital? 5 investments on record, 0 of them in the last 12 months. The most recent was in Mar 2015. ### How big are Bertram Capital's cheques? The median round it joins is $3.1M. It says it writes cheques of $10M to $250M. ### Does Bertram Capital lead rounds? Rarely, if at all: none of its 5 investments on record names it as the lead. ### Is Bertram Capital investing now? No investments in the last 12 months; the latest was in Mar 2015. ### What kind of investor is Bertram Capital? Bertram Capital is a private equity firm based in Foster City, United States. ### How much does Bertram Capital manage? About $4.4B, as regulatory assets under management (Oct 2026). ### Has Bertram Capital raised a new fund? Its latest fund filing with the SEC was in Jan 2023. ## Raising now? Find the investors who back rounds like yours, and keep every conversation on one fundraising board. Find similar investorsOpen your CRM Built from the rounds we watched, its filings and its own website, refreshed every night. [How we count](https://millionrounds.com/methodology) · [Report a correction](https://millionrounds.com/corrections?slug=bertram-capital) · [Is this your firm? Claim it](https://millionrounds.com/claim?org=bertram-capital)