Bertram Capital Management is a private investment firm that manages investment portfolios for private investment funds. Bertram focuses on identifying and evaluating investment opportunities, negotiating investments, and managing those investments. Bertram typically invests in established middle-market companies in business services, consumer, industrial/manufacturing, and technology industries. The Funds generally have a minimum investment amount of $5 million for third-party investors.
Assets Under Management$4B
Clients11
AdvisorsN/A
Avg. per Client$360M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
Bertram Capital Management does not directly manage investments for individual investors. They manage private investment funds.
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