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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 1, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Armstrong, Zoey, Louise | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Armstrong, Zoey, Louise | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Armstrong, Zoey, Louise | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Armstrong, Zoey, Louise | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DRAZAN, JEFFREY, M | I | MANAGING MEMBER OF BERTRAM MANAGEMENT PARTNERS, L.P. | NA | Control |
| DRAZAN, JEFFREY, M | I | MANAGING PARTNER OF BERTRAM CAPITAL MANAGEMENT, LLC | NA | Control |
| DRAZAN, JEFFREY, M | I | MANAGING MEMBER OF BERTRAM MANAGEMENT PARTNERS, L.P. | NA | Control |
| DRAZAN, JEFFREY, M | I | MANAGING PARTNER OF BERTRAM CAPITAL MANAGEMENT, LLC | NA | Control |
| DRAZAN, JEFFREY, M | I | MANAGING MEMBER OF BERTRAM MANAGEMENT PARTNERS, L.P. | NA | Control |
| DRAZAN, JEFFREY, M | I | MANAGING PARTNER OF BERTRAM CAPITAL MANAGEMENT, LLC | NA | Control |
| DRAZAN, JEFFREY, M | I | MANAGING PARTNER | NA | Control |
| DRAZAN, JEFFREY, M | I | MANAGING PARTNER | NA | Control |
| DRAZAN, JEFFREY, M | I | MANAGING PARTNER | NA | Control |
| DRAZAN, JEFFREY, M | I | MANAGING PARTNER | NA | Control |
| DRAZAN, JEFFREY, M | I | MANAGING PARTNER | NA | Control |
| DRAZAN, JEFFREY, M | I | MANAGING PARTNER | NA | Control |
| DRAZAN, JEFFREY, M | I | MANAGING PARTNER | NA | Control |
| DRAZAN, JEFFREY, M | I | MANAGING PARTNER | NA | Control |
| DRAZAN, JEFFREY, M | I | MANAGING PARTNER | NA | Control |
| DRAZAN, JEFFREY, M | I | MANAGING PARTNER | NA | Control |
| DRAZAN, JEFFREY, M | I | MANAGING PARTNER | NA | Control |
| DRAZAN, JEFFREY, M | I | MANAGING PARTNER | NA | Control |
| DRAZAN, JEFFREY, M | I | MANAGING PARTNER | NA | Control |
| Ono, Ivy, Cheung | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Ono, Ivy, Cheung | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Ono, Ivy, Cheung | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Ono, Ivy, Cheung | I | CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| Ono, Ivy, Cheung | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Ono, Ivy, Cheung | I | CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| Ono, Ivy, Cheung | I | CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| Ono, Ivy, Cheung | I | CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| Ono, Ivy, Cheung | I | CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| Ono, Ivy, Cheung | I | CHIEF FINANCIAL OFFICER | NA | Control |
| PAZDAN, SARAH, A. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWENSON, INGRID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWENSON, INGRID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWENSON, INGRID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWENSON, INGRID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWENSON, INGRID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWENSON, INGRID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWENSON, INGRID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWENSON, INGRID | I | CHIEF COMPLIANCE OFFICER OF BERTRAM CAPITAL MANAGEMENT, LLC AND BERTRAM MANAGEMENT PARTNERS, L.P. | NA | Control |
| SWENSON, INGRID | I | CHIEF COMPLIANCE OFFICER OF BERTRAM CAPITAL MANAGEMENT, LLC AND BERTRAM MANAGEMENT PARTNERS, L.P. | NA | Control |
| Swenson, Ingrid, C. | I | CHIEF COMPLIANCE OFFICER OF BERTRAM CAPITAL MANAGEMENT, LLC AND BERTRAM MANAGEMENT PARTNERS, LLC | NA | Control |
| Swenson, Ingrid, C. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Swenson, Ingrid, C. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Swenson, Ingrid, C. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DRAZAN FAMILY 1996 TRUST DATED MAY 14, 1996 | DE | CLASS A MEMBER | E | Control |
| DRAZAN FAMILY 1996 TRUST DATED MAY 14, 1996 | DE | CLASS A MEMBER | E | Control |
| DRAZAN FAMILY 1996 TRUST DATED MAY 14, 1996 | DE | CLASS A MEMBER | E | Control |
| DRAZAN FAMILY 1996 TRUST DATED MAY 14, 1996 | DE | CLASS A MEMBER | E | Control |
| DRAZAN, JEFFREY, M | I | MANAGING MEMBER | E | Control |
| DRAZAN, JEFFREY, M | I | MANAGING MEMBER | E | Control |
| DRAZAN, JEFFREY, M | I | MANAGING MEMBER | E | Control |
| DRAZAN, JEFFREY, M | I | MANAGING MEMBER | E | Control |
| DRAZAN, JEFFREY, M | I | MANAGING MEMBER | E | Control |
| DRAZAN, JEFFREY, M | I | MANAGING MEMBER | E | Control |
| DRAZAN, JEFFREY, M | I | MANAGING MEMBER | E | Control |
| JEFFREY M DRAZAN 2016 FAMILY TRUST | DE | CLASS A MEMBER | E | Control |
| JEFFREY M DRAZAN 2016 FAMILY TRUST | DE | CLASS A MEMBER | E | Control |
| JEFFREY M DRAZAN 2016 FAMILY TRUST | DE | CLASS A MEMBER | E | Control |
| JEFFREY M DRAZAN 2016 FAMILY TRUST | DE | CLASS A MEMBER | E | Control |
| JEFFREY M DRAZAN 2016 FAMILY TRUST | DE | CLASS A MEMBER | E | Control |
| JEFFREY M DRAZAN 2016 FAMILY TRUST | DE | CLASS A MEMBER | E | Control |
| JEFFREY M DRAZAN 2016 FAMILY TRUST | DE | CLASS A MEMBER | E | Control |
| JEFFREY M DRAZAN 2016 FAMILY TRUST | DE | CLASS A MEMBER | E | Control |
| JEFFREY M DRAZAN 2016 FAMILY TRUST | DE | CLASS A MEMBER | E | Control |
| JEFFREY M DRAZAN 2016 FAMILY TRUST | DE | CLASS A MEMBER | E | Control |
| JEFFREY M DRAZAN 2016 FAMILY TRUST | DE | CLASS A MEMBER | E | Control |
| JEFFREY M DRAZAN 2016 FAMILY TRUST | DE | CLASS A MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| DRAZAN, JEFFREY M | I | JEFFREY M DRAZAN 2016 FAMILY TRUST | E | Control |
| DRAZAN, JEFFREY M | I | JEFFREY M DRAZAN 2016 FAMILY TRUST | E | Control |
| DRAZAN, JEFFREY M | I | JEFFREY M DRAZAN 2016 FAMILY TRUST | E | Control |
| DRAZAN, JEFFREY M | I | JEFFREY M DRAZAN 2016 FAMILY TRUST | E | Control |
| DRAZAN, JEFFREY M | I | JEFFREY M DRAZAN 2016 FAMILY TRUST | E | Control |
| DRAZAN, JEFFREY M | I | JEFFREY M DRAZAN 2016 FAMILY TRUST | E | Control |
| DRAZAN, JEFFREY M | I | JEFFREY M DRAZAN 2016 FAMILY TRUST | E | Control |
| DRAZAN, JEFFREY M | I | JEFFREY M DRAZAN 2016 FAMILY TRUST | E | Control |
| DRAZAN, JEFFREY M | I | JEFFREY M DRAZAN 2016 FAMILY TRUST | E | Control |
| DRAZAN, JEFFREY M | I | JEFFREY M DRAZAN 2016 FAMILY TRUST | E | Control |
| DRAZAN, JEFFREY M | I | DRAZAN FAMILY 1996 TRUST DATED MAY 14, 1996 | D | Control |
| DRAZAN, JEFFREY M | I | DRAZAN FAMILY 1996 TRUST DATED MAY 14, 1996 | D | Control |
| DRAZAN, JEFFREY M | I | DRAZAN FAMILY 1996 TRUST DATED MAY 14, 1996 | D | Control |
| DRAZAN, JEFFREY M | I | DRAZAN FAMILY 1996 TRUST DATED MAY 14, 1996 | D | Control |
| DRAZAN, STACY D | I | DRAZAN FAMILY 1996 TRUST DATED MAY 14, 1996 | D | Control |
| DRAZAN, STACY D | I | DRAZAN FAMILY 1996 TRUST DATED MAY 14, 1996 | D | Control |
| DRAZAN, STACY D | I | DRAZAN FAMILY 1996 TRUST DATED MAY 14, 1996 | D | Control |
| DRAZAN, STACY D | I | DRAZAN FAMILY 1996 TRUST DATED MAY 14, 1996 | D | Control |
Registrations
Federal
IA
Aug 1, 2025 REGISTERED
Notice Filings (5)
CA CO FL MO NY
Address
950 TOWER LANESUITE 1000
FOSTER CITY, CA 94404
United States
Phone: 650-358-5000