Bertram Capital Management
Private Equity SEC-registered adviser
Legal name: Bertram Capital Management LLC
Foster City, CA Website
AUM
$4.4B
Regulatory AUM
Private funds
9
Private Equity 9
Private fund assets
$4.4B
Gross asset value
Employees
46
Last Form D raise
Jan 2024
Most recent fund filing
From SEC Form ADV filing (filed Jun 1, 2026). View on SEC
People(2)
Owners and executive officers named on the firm's SEC Form ADV.
J
J
Funds(9)
Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.
| Fund | Type | Gross assets | Raised (Form D) | Investors | Last Form D | Recency |
|---|---|---|---|---|---|---|
| Bertram Ignite I, L.P. | Private Equity | $204.3M | $135.7M | 19 | Jan 2024 | Cold |
| Bertram Ignite I-A, L.P. | Private Equity | $61.0M | $135.7M | 6 | Jan 2024 | Cold |
| Bertram Capital V, L.P. | Private Equity | $1.2B | — | — | Jan 2023 | Cold |
| Bertram Capital V-A, L.P. | Private Equity | $956.4M | — | — | Jan 2023 | Cold |
| Bertram Growth Capital IV, L.P. | Private Equity | $1.2B | $875.0M | 53 | Jun 2021 | Cold |
| Bertram Growth Capital Iv-A, L.P. | Private Equity | $655.9M | $875.0M | 29 | Jun 2021 | Cold |
| Bertram Growth Capital III Annex Fund, L.P. | Private Equity | $40.5M | — | — | Apr 2019 | Cold |
| Bertram Growth Capital III, L.P. | Private Equity | $104.6M | $261.0M | 7 | Feb 2017 | Cold |
| Bertram Growth Capital Iii-A, L.P. | Private Equity | $44.9M | — | — | — |
Board seats(13)
Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.
Regulatory identifiers
- CRD number
- 156920
- SEC file number
- 801-73550
- CIK
- 1909372
Sources
- SEC Form ADV Oct 14, 2026