BERTRAM CAPITAL MANAGEMENT LLC
SEC Form ADV profile.
Total regulatory AUM
$4,426,980,618
Discretionary
$4,426,980,618
Non-discretionary
$0
Firm details
- CRD number
- 156920
- SEC file number
- 801-73550
- Main office
- FOSTER CITY, CA, United States
- Employees
- 46
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Performance-based
As of October 2026.