Bertram Capital Overview
- Investor Type
-
PE/Buyout
- Status
-
Active
- Professionals
-
30

- Investments
-
163
- Portfolio
-
20
- Exits
-
28

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.comYear Founded
Investor Status
Trade Association
Primary Investor Type
Other Investor Types
Corporate Office
- 950 Tower Lane
- Suite 1000
- Foster City, CA 94404
- United States
Bertram Capital Investments (163)
Bertram Capital’s most recent investment was a Applied Adhesives. The deal was made on 11-Apr-2025 with as the lead partner.
withCompany 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 |
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 |
Bertram Capital Fund Performance
Fund Name | Vintage | Size | Dry Powder | DPI | RVPI | TVPI | IRR |
---|
Bertram Capital Investments by Industry, Year, and Region
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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