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Bertram Capital

Bertram Capital

Foster City, Californiabertramcapital.com

Overview

Bertram Capital is a private equity firm that targets investments in lower middle-market companies across business services, consumer, industrial, manufacturing, and technology sectors.

Year Founded

2006

AUM

$4.01B

Portfolio Companies

23

Investments

Bertram Capital investments
CompanyDateStageLead
MSE Supplies LLCSep 2024Buyout/LBOLead
Ridgeline Roofing & RestorationJan 2024Private EquityLead
TactacamMay 2023Buyout/LBOLead
TactacamMay 2023Buyout/LBOLead
Cogency GlobalFeb 2022Buyout/LBOLead

Sector & Stage Mix

Industry, funding stage, and valuation band breakdowns.

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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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