Bertram Capital Management Overview

  • Investor Type
  • PE/​Buyout

  • Status
  • Active

  • Professionals
  • 28

Professionals

  • Investments
  • 147

  • Portfolio
  • 18

  • Exits
  • 27

Exits

Bertram Capital Management General Information

Company Description

Founded in 2006, Bertram Capital Management is a private equity investment firm based in Foster City, California. The firm seeks to invest in business services, consumer, industrial, manufacturing, and technology sectors.

Business Details

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) 000-0000

Bertram Capital Management Investments (147)

Company Name Deal Date Deal Type Deal Size Industry Company Stage Lead Partner
Unicoa Industrial Supply 03-Apr-2024 0000000000 Distributors/Wholesale Generating Revenue 00000 000000000
Globe International (Philadelphia) 29-Feb-2024 0000000000 Distributors/Wholesale Generating Revenue 0000000 000000
Ridgeline Roofing and Restoration 30-Jan-2024 00 000000000 Construction and Engineering Generating Revenue 000 000000
MTI (Industrial Supplies and Parts) 01-Jan-2024 0000000000 Distributors/Wholesale Generating Revenue 0000000 000000
Chicago Industrial Fasteners 19-Dec-2023 Buyout/LBO Distributors/Wholesale Generating Revenue 0000000 000000
You’re viewing 5 of 147 investments. Get the full list »

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Bertram Capital Management Exits (27)

Company Name Exit Date Exit Type Exit Size
BearCom 01-Dec-2023 0000000000
Solo Brands 11-May-2023 000000 0000000000 000.00
TydenBrooks 20-Apr-2022 0000000000
Anord Mardix 01-Dec-2021 000000000000000000 00000
Solo Brands 28-Oct-2021 IPO 00000
You’re viewing 5 of 27 exits. Get the full list »

Bertram Capital Management Fund Performance

Fund Name Vintage Size Dry Powder DPI RVPI TVPI IRR

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Bertram Capital Management Investments by Industry, Year, and Region

Investments by Industry

Investments by Year

Investments by Region

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Bertram Capital Management Management, Team & Partners (57)

Name Title Deals Funds Boards Office
Jeffrey Drazan Founder, Executive, Investment & Managing Partner 00 0 0 Foster City, CA
Ryan Craig Partner & Executive, Investments 00 0 0 Foster City, CA
David Hellier Partner & Executive, Origination and Capital Markets Foster City, CA
Jared Ruger Partner & Executive, Investments 00 0 Foster City, CA
Kevin Yamashita Partner & Executive, Investments 00 0 0 Foster City, CA
You’re viewing 5 of 57 team members. Get the full list »

Bertram Capital Management FAQs

  • What is Bertram Capital Management?

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

  • When was Bertram Capital Management founded?

    Bertram Capital Management was founded in 2006.

  • Who is the founder of Bertram Capital Management?

    Jeffrey Drazan and Kenneth Drazan MD are the founders of Bertram Capital Management.

  • Where is Bertram Capital Management headquartered?

    Bertram Capital Management is headquartered in Foster City, CA.

  • What is Bertram Capital Management's total asset value?

    Bertram Capital Management has around 00.000 in total assets under management.

  • How many investments has Bertram Capital Management made?

    Bertram Capital Management has made 147 investments.

  • What has Bertram Capital Management invested in?

    Bertram Capital Management has made numerous investments in companies like Unicoa Industrial Supply, Globe International (Philadelphia), and Ridgeline Roofing and Restoration within the Distributors/Wholesale and Construction and Engineering industries.

  • What has Bertram Capital Management invested in recently?

    Bertram Capital Management's latest investment was on 03-Apr-2024 in Unicoa Industrial Supply, a company within the Distributors/Wholesale industry.

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