Managers/Private equity/California/Bertram Capital Management

Bertram Capital Management

Bertram Capital Management is a private equity manager in Foster City, CA. It is registered with the SEC as an investment adviser with $4.4B in regulatory assets and 46 staff. It has 4 funds on file, the latest reported in January 2024.

Funds on file
4
Raised, all funds
$2B
Regulatory assets
$4.4B
Staff
46
Pension investors
None found
See the adviser's own filing →

Latest fund filing

Funds

DateFundTypeRaisedTarget
Jan 2024 BERTRAM IGNITE I-A, L.P. Private equity $135.7M Not given
Jan 2024 BERTRAM IGNITE I, L.P. Private equity $135.7M Not given
Jun 2021 BERTRAM GROWTH CAPITAL IV-A, L.P. Private equity $875M $875M
Jun 2021 BERTRAM GROWTH CAPITAL IV, L.P. Private equity $875M $875M

Adviser record

RegistrationRegistered with the SEC as an investment adviser.
Regulatory assets$4.4B
Employees46
Clients9 private funds.
Control personsJeffrey M Drazan, Ivy, Cheung Ono.
Private funds11 private funds holding $3.5B in gross assets.

Private funds it reports

FundTypeGross assets
Bertram Capital V Private equity $853.3M
Bertram Growth Capital IV Private equity $829.5M
Bertram Capital V-A Private equity $744.7M
Bertram Growth Capital Iv-a Private equity $473.3M
Bertram Growth Capital Iii Private equity $236.8M
Bertram Ignite I Private equity $110.3M
Bertram Growth Capital Iii-a Private equity $101.8M
Bertram Growth Capital II Private equity $58.1M
Bertram Growth Capital Iii Annex Fund Private equity $56.6M
Bertram Ignite I-A Private equity $39M
Bertram Growth Capital Ii-a Private equity $21.2M