# BERTRAM CAPITAL MANAGEMENT LLC

BERTRAM CAPITAL MANAGEMENT LLC of FOSTER CITY, CA is an SEC-registered investment adviser.

## Registration

- CRD: 156920
- Type: SEC-registered investment adviser
- SEC file number: 801-73550
- Location: 950 TOWER LANE, SUITE 1000, FOSTER CITY, CA, 94404
- Phone: 650-358-5000
- Latest filing: 2026-06-01
- Regulatory AUM: $4.4B
- Discretionary AUM: $4.4B
- Clients: 46
- Accounts: 9

## Business model

- Compensation: % of AUM, Performance
- Clients served: Investment cos

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| [Jeffrey M Drazan](https://search.stillhousedata.com/person/686934) | MANAGING PARTNER | — |
| [Jeffrey M Drazan](https://search.stillhousedata.com/person/686935) | TRUSTEE | — |
| [Ivy Cheung Ono](https://search.stillhousedata.com/person/686936) | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| [Sarah A Pazdan](https://search.stillhousedata.com/person/686937) | CHIEF COMPLIANCE OFFICER | — |
| [DRAZAN JEFFREY M](https://search.stillhousedata.com/person/829865) | MANAGING MEMBER; MANAGING MEMBER OF BERTRAM MANAGEMENT PARTNERS, L.P.; MANAGING PARTNER (+2 more) | — |
| [SWENSON INGRID](https://search.stillhousedata.com/person/829866) | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER OF BERTRAM CAPITAL MANAGEMENT, LLC AND BERTRAM MANAGEMENT PARTNERS, L.P. | — |
| [DRAZAN STACY D](https://search.stillhousedata.com/person/842985) | TRUSTEE | — |
| [Swenson Ingrid C](https://search.stillhousedata.com/person/844020) | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER OF BERTRAM CAPITAL MANAGEMENT, LLC AND BERTRAM MANAGEMENT PARTNERS, LLC | — |
| [Armstrong Zoey Louise](https://search.stillhousedata.com/person/855275) | CHIEF COMPLIANCE OFFICER | — |
| [Ono Ivy Cheung](https://search.stillhousedata.com/person/855276) | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| [Sarah A. Pazdan](https://search.stillhousedata.com/person/1000427) | CHIEF COMPLIANCE OFFICER | — |


## Private funds (9)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| BERTRAM CAPITAL V, L.P. | Private Equity Fund | Delaware | 78 | $1.2B | $5.0M |
| BERTRAM GROWTH CAPITAL IV, L.P. | Private Equity Fund | Delaware | 58 | $1.2B | $5.0M |
| BERTRAM CAPITAL V-A, L.P. | Private Equity Fund | Delaware | 65 | $956.4M | $5.0M |
| BERTRAM GROWTH CAPITAL IV-A, L.P. | Private Equity Fund | Delaware | 29 | $655.9M | $5.0M |
| BERTRAM IGNITE I, L.P. | Private Equity Fund | Delaware | 42 | $204.3M | $5.0M |
| BERTRAM GROWTH CAPITAL III, L.P. | Private Equity Fund | Delaware | 44 | $104.6M | $5.0M |
| BERTRAM IGNITE I-A, L.P. | Private Equity Fund | Delaware | 11 | $61.0M | $5.0M |
| BERTRAM GROWTH CAPITAL III-A, L.P. | Private Equity Fund | Delaware | 14 | $44.9M | $5.0M |
| BERTRAM GROWTH CAPITAL III ANNEX FUND, L.P. | Private Equity Fund | Delaware | 13 | $40.5M | $5.0M |


## Branch offices (1)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| — | — | 1 | 650 358 5000 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/156920/brochure
- Similar advisers: https://search.stillhousedata.com/firm/156920/similar
- Related entities: https://search.stillhousedata.com/firm/156920/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/156920

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.