BERTRAM CAPITAL MANAGEMENT LLC

Overview

Bertram Capital Management LLC is a privately held LLC that operates as a private equity fund manager and sponsor. The firm is SEC-registered (2012) and serves an institutional client base, managing pooled investment vehicles and acting as sponsor, general partner, and managing member on those vehicles. Its advisory mandate centers on running private funds rather than serving as a separate capital allocator. Fee arrangements combine a percentage-of-assets component with performance-based fees. Bertram identifies as an active ESG investor and structures its advisory activities around pooled fund management.

Assets & Accounts

Investments & Alternatives