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
Bertram Capital Management LLC
By the Numbers
-
Total Assets Under Management3,525MILLION
-
Total Number of Accounts1ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, FL
Financial Advisors at Bertram Capital Management LLC
No Advisor Found.
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