Bertram Capital Management LLC

Bertram Capital Management LLC (CRD# 156920) is a financial advisory firm headquartered in Foster City, CA. They manage $3,524,525,041 in 1 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
950 Tower Lane, Suite 1000, Foster City, CA 94404
https://www.linkedin.com/company/bertram-capital/
By the Numbers
  • Total Assets Under Management
    3,525
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $3,524,525,041
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL

Financial Advisors at Bertram Capital Management LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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