Bertram Capital Management LLC
Bertram Capital Management LLC (CRD# 156920) is a financial advisory firm headquartered in San Mateo, CA. They manage $964,613,043 in 3 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management965MILLION
Total Number of Accounts3ACCOUNTS
Average Account Value$321,537,681
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)