Bertram Capital Management LLC
Bertram Capital Management LLC (CRD# 156920) is a financial advisory firm headquartered in San Mateo, CA. They manage $1,052,359,174 in 6 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management1,052MILLION
Total Number of Accounts6ACCOUNTS
Average Account Value$175,393,196
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)