Bertram Capital key facts
- Bertram Capital is a private equity firm based in Foster City, California with 2 tracked portfolio companies.
- Notable positions include AFC Industries, Querétaro Football Club.
About Bertram Capital
Founded in 2006, Bertram Capital is a private equity firm based in Foster City, California. The firm seeks to invest in companies operating in business services, consumer, industrial, manufacturing, and technology sectors. This firm is a Registered Investment Adviser (RIA).
Bertram Capital portfolio at a glance
2 portfolio companies are on record for Bertram Capital: AFC Industries and Querétaro Football Club.
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Bertram Capital at the SEC
Form ADV · 2026-03 · CRD 156920- Regulatory AUM
- —
- Private fund assets
- $4.4B
- Private funds
- 9 · 9 private equity
- Staff
- 46
- Registered office
- FOSTER CITY, CA
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as BERTRAM CAPITAL MANAGEMENT LLC).
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Portfolio
2 companies · priced for members| Company | Industry | Valuation | First invested | Role |
|---|---|---|---|---|
| AFC Industries | — | ▮ | ▮ | ▮ |
| Querétaro Football Club | — | ▮ | ▮ | ▮ |
All 2 companies — valuations, dates and lead flags are a member feature Membership and data by Private Market View | ||||
Frequently asked about Bertram Capital
- What companies does Bertram Capital invest in?
- Bertram Capital has 2 recorded portfolio companies, including AFC Industries, Querétaro Football Club.
- What is Bertram Capital's AUM?
- Bertram Capital manages approximately $4.0B in assets.