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BERTRAM CAPITAL MANAGEMENT LLC
CRD 156920 · SEC 801-73550
950 TOWER LANE, SUITE 1000, FOSTER CITY, CA, 94404, United States
Phone
650-358-5000
Fax
650-358-5001
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$4.43B
Discretionary AUM
$4.43B
Team
46 total employees; 30 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-06-01
Disciplinary history
No
Services
Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 9 | $4.43B |
States served
CA, FL
All web addresses on file
Official SEC filing: View on IAPD