BERTRAM CAPITAL MANAGEMENT LLC
CRD #156920 SEC #801-73550 FOSTER CITY, CA 650-358-5000
SEC Registered Private Funds
Total AUM
$4B
Discretionary
$4B
Employees
43
Clients
--
Accounts
11
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $4B | $4B | $0 | 43 | 0 |
| Mar 2025 | $4B | $4B | $0 | 43 | 0 |
| Mar 2024 | $3.5B | $3.5B | $0 | 40 | 0 |
| Mar 2023 | $2B | $2B | $0 | 36 | 0 |
| Mar 2022 | $1.8B | $1.8B | $0 | 32 | 0 |
| Jul 2021 | $2B | $2B | $0 | 30 | 0 |
| Mar 2021 | $2B | $2B | $0 | 30 | 0 |
| Mar 2020 | $1.1B | $1.1B | $0 | 28 | 0 |
| May 2019 | $977.2M | $977.2M | $0 | 27 | 7 |
| Apr 2019 | $910.4M | $910.4M | $0 | 27 | 6 |
| Mar 2019 | $910.4M | $910.4M | $0 | 27 | 6 |
| Mar 2018 | $1.4B | $1.4B | $0 | 27 | 6 |
| Jun 2017 | $1.1B | $1.1B | $0 | 30 | 1 |
| Apr 2017 | $1.1B | $1.1B | $0 | 30 | 1 |
| Apr 2017 | $1B | $1B | $0 | 30 | 1 |
| Mar 2016 | $964.6M | $964.6M | $0 | 30 | 1 |
| Jun 2015 | $982.9M | $982.9M | $0 | 44 | 1 |
| Mar 2015 | $982.9M | $982.9M | $0 | 44 | 1 |
| Mar 2014 | $783.9M | $783.9M | $0 | 33 | 1 |
| Apr 2013 | $747.8M | $747.8M | $0 | 29 | 1 |
| Apr 2012 | $1.1B | $1.1B | $0 | -- | 1 |
| Feb 2012 | $1.1B | $1.1B | $0 | -- | 1 |
DateAug 2025
Total AUM$4B
Discretionary$4B
Non-Disc.$0
Employees43
Clients0
DateMar 2025
Total AUM$4B
Discretionary$4B
Non-Disc.$0
Employees43
Clients0
DateMar 2024
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees40
Clients0
DateMar 2023
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees36
Clients0
DateMar 2022
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees32
Clients0
DateJul 2021
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees30
Clients0
DateMar 2021
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees30
Clients0
DateMar 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees28
Clients0
DateMay 2019
Total AUM$977.2M
Discretionary$977.2M
Non-Disc.$0
Employees27
Clients7
DateApr 2019
Total AUM$910.4M
Discretionary$910.4M
Non-Disc.$0
Employees27
Clients6
DateMar 2019
Total AUM$910.4M
Discretionary$910.4M
Non-Disc.$0
Employees27
Clients6
DateMar 2018
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees27
Clients6
DateJun 2017
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees30
Clients1
DateApr 2017
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees30
Clients1
DateApr 2017
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees30
Clients1
DateMar 2016
Total AUM$964.6M
Discretionary$964.6M
Non-Disc.$0
Employees30
Clients1
DateJun 2015
Total AUM$982.9M
Discretionary$982.9M
Non-Disc.$0
Employees44
Clients1
DateMar 2015
Total AUM$982.9M
Discretionary$982.9M
Non-Disc.$0
Employees44
Clients1
DateMar 2014
Total AUM$783.9M
Discretionary$783.9M
Non-Disc.$0
Employees33
Clients1
DateApr 2013
Total AUM$747.8M
Discretionary$747.8M
Non-Disc.$0
Employees29
Clients1
DateApr 2012
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees--
Clients1
DateFeb 2012
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees--
Clients1