BERTRAM CAPITAL MANAGEMENT LLC of FOSTER CITY, CA is an SEC-registered investment adviser (CRD 156920). Regulatory assets under management: $4.4B.
Compensation: % of AUM, Performance.
Clients served: Investment cos.
| Name | Role | Location |
|---|---|---|
| Jeffrey M Drazan | MANAGING PARTNER | — |
| Jeffrey M Drazan | TRUSTEE | — |
| Ivy Cheung Ono | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| Sarah A Pazdan | CHIEF COMPLIANCE OFFICER | — |
| DRAZAN JEFFREY M | MANAGING MEMBER; MANAGING MEMBER OF BERTRAM MANAGEMENT PARTNERS, L.P.; MANAGING PARTNER (+2 more) | — |
| SWENSON INGRID | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER OF BERTRAM CAPITAL MANAGEMENT, LLC AND BERTRAM MANAGEMENT PARTNERS, L.P. | — |
| DRAZAN STACY D | TRUSTEE | — |
| Swenson Ingrid C | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER OF BERTRAM CAPITAL MANAGEMENT, LLC AND BERTRAM MANAGEMENT PARTNERS, LLC | — |
| Armstrong Zoey Louise | CHIEF COMPLIANCE OFFICER | — |
| Ono Ivy Cheung | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| Sarah A. Pazdan | CHIEF COMPLIANCE OFFICER | — |
| Fund | Type | Formed | Owners | Gross asset value | 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 |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | 650 358 5000 |