Bertram Capital

Bertram Capital

Foster City, Californiabertramcapital.com

Overview

Bertram Capital is a private equity firm targeting investments in lower middle market companies. Since its inception in 2006, the firm has raised over $4B of capital commitments. In addition to supplying strategic growth capital, Bertram Capital leverages proprietary processes and services, Bertram High 5SM and Bertram Labs, to empower its portfolio companies to unlock their full business potential. The Bertram High 5SM is an operationally-focused value creation strategy, which includes management augmentation, operational initiative implementation, complementary business acquisition, sales and marketing improvements and leveraging technology and IP.

Year Founded

2006

AUM

$4.01B

Portfolio Companies

18

Investments

CompanyDateStageLead
Ridgeline Roofing & RestorationJan 2024Private EquityLead
TactacamMay 2023Buyout/LBOLead
AFC IndustriesApr 2021Buyout/LBOLead
Aperture Pet & LifeFeb 2021Private EquityLead
Lectric eBikesJan 2021Growth EquityLead

Sector & Stage Mix

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SeedSeries ASeries BGrowth

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Investment Activity

Yearly cadence, pace, and funding raised over time.

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2021
2022
2023
2024
2025
2026

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Firmographic Details

HeadquartersFoster City, California
Year Founded2006
AUM$4.01B

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