Bertram Capital Overview

  • Investor Type
  • PE/​Buyout

  • Status
  • Active

  • Professionals
  • 30

Professionals

  • Investments
  • 163

  • Portfolio
  • 20

  • Exits
  • 28

Exits

Bertram Capital General Information

Company Description

Founded in 2006, Bertram Capital is a private equity investment firm based in Foster City, California. The firm seeks to invest in lower middle-market companies operating in business services, consumer, industrial, manufacturing, and technology sectors. This firm is a Registered Investment Adviser (RIA).

Business Details

Website
www.bertramcapital.com
Year Founded
2006
Investor Status
Actively Seeking New Investments
Trade Association
Association for Corporate Growth (ACG)
Primary Investor Type
PE/Buyout
Other Investor Types
Growth/Expansion
Corporate Office
  • 950 Tower Lane
  • Suite 1000
  • Foster City, CA 94404
  • United States
+1 (650)

Bertram Capital Investments (163)

Bertram Capital’s most recent investment was a with Applied Adhesives. The deal was made on 11-Apr-2025 with as the lead partner.

Company Name Deal Date Deal Type Deal Size Industry Company Stage Lead Partner
Applied Adhesives 11-Apr-2025 Multi-line Chemicals Generating Revenue
Juiced Bikes 31-Mar-2025 Automotive Generating Revenue
Brody Allen Exteriors 25-Mar-2025 BPO/Outsource Services Generating Revenue
Signature Exteriors 11-Mar-2025 Construction and Engineering Generating Revenue
Strategic Fence & Wall Company 25-Feb-2025 Buyout/LBO Other Commercial Services Generating Revenue
You’re viewing 5 of 163 investments. Get the full list »

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Bertram Capital Exits (28)

Bertram Capital has made a total of 28 exits. Its latest exit was from Best Version Media on 31-Dec-2024. The exit was categorized as .

Company Name Exit Date Exit Type Exit Size
Best Version Media 31-Dec-2024
BearCom Group 01-Dec-2023
Solo Brands 11-May-2023
TydenBrooks 20-Apr-2022
Anord Mardix 01-Dec-2021 Merger/Acquisition
You’re viewing 5 of 28 exits. Get the full list »

Bertram Capital Fund Performance

Fund Name Vintage Size Dry Powder DPI RVPI TVPI IRR

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Bertram Capital Investments by Industry, Year, and Region

Investments by Industry

Investments by Year

Investments by Region

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Bertram Capital FAQs

  • What is Bertram Capital?

    Founded in 2006, Bertram Capital is a private equity investment firm based in Foster City, California.

  • When was Bertram Capital founded?

    Bertram Capital was founded in 2006.

  • Where is Bertram Capital headquartered?

    Bertram Capital is headquartered in Foster City, CA.

  • What is Bertram Capital's total asset value?

    Bertram Capital has around in total assets under management.

  • How many investments has Bertram Capital made?

    Bertram Capital has made 163 investments.

  • What has Bertram Capital invested in?

    Bertram Capital has made numerous investments in companies like Applied Adhesives, Juiced Bikes, and Brody Allen Exteriors within the Multi-line Chemicals, Automotive, and BPO/Outsource Services industries.

  • What has Bertram Capital invested in recently?

    Bertram Capital's latest investment was on 11-Apr-2025 in Applied Adhesives, a company within the Multi-line Chemicals industry.

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