BERTRAM CAPITAL MANAGEMENT LLC
BERTRAM CAPITAL MANAGEMENT LLC is a Seed, Series C+ and buyout fund in the US writing $25M–$250M checks into Marketplaces, business-services, industrial, manufacturing and technology.
- Stages
- Seed, Series C+, buyout
- Sectors
- Marketplaces, business-services, industrial, manufacturing, technology
- Check size
- $25M–$250M
- Invests in
- US-wide
- Round role
- Leads rounds
- Actively investing
- Yes
- Founded
- 2006
- Assets under management
- $4.4B
Thesis
Bertram Capital Management LLC is a private equity firm founded in 2006 and headquartered in Foster City, California. They specialize in acquiring and growing lower middle-market companies, targeting sectors such as business services, consumer, industrial, manufacturing, and technology. Their investment strategy involves two funds: the Flagship Fund for companies with EBITDA over $7.5 million and the Ignite Fund for companies with EBITDA over $3.5 million. Bertram Capital emphasizes operational improvements and technology enablement through initiatives like "Bertram High 5℠" and "Bertram Labs." They generally seek control positions with an enterprise value range of $50 million to $500 million, and platform equity check sizes between $25 million and $250 million. The firm has raised over $4 billion in capital commitments and reported approximately $4.427 billion in AUM as of December 31, 2025.
Common questions
Does BERTRAM CAPITAL MANAGEMENT LLC invest at the Seed stage?
Yes. BERTRAM CAPITAL MANAGEMENT LLC lists Seed, Series C+ and buyout among the stages it invests in.
What check size does BERTRAM CAPITAL MANAGEMENT LLC write?
BERTRAM CAPITAL MANAGEMENT LLC writes $25M–$250M checks.
Where does BERTRAM CAPITAL MANAGEMENT LLC invest?
BERTRAM CAPITAL MANAGEMENT LLC invests in the US.