BERTRAM CAPITAL MANAGEMENT LLC
SEC file number 801-73550
· FOSTER CITY, CA
https://bertram-advisory.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$3.52B
Discretionary AUM
$3.52B
Employees
40
Clients
—
Firm
- Address
- 950 TOWER LANE
FOSTER CITY, CA 94404 - Phone
- —
- Website
- https://bertram-advisory.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 29, 2026
Possible Form D name matches (not verified)
- BZM Management Inc. Medium name-match confidence · CIK 2126597 · CO
- MD MANAGEMENT LLC Medium name-match confidence · CIK 1423624 · CA
- Q FUND MANAGEMENT GROUP LTD Medium name-match confidence · CIK 2093351 · CO
- AD Fund Management LP Medium name-match confidence · CIK 2085462 · NY
- Baldi Management Group, Inc. Medium name-match confidence · CIK 2002456 · DC
- Beam Management Holdco, LLC Medium name-match confidence · CIK 2147388 · NY
- JV Management, Inc. Medium name-match confidence · CIK 2135485 · TX
- MBH CAPITAL MANAGEMENT, LLC Medium name-match confidence · CIK 1997124 · FL
- SG Management Holdings, LLC Medium name-match confidence · CIK 2052227 · WI
- Aramas Capital Management LLC Medium name-match confidence · CIK 2010100 · NY
- BSP-TS Management, LP Medium name-match confidence · CIK 1902886 · NY
- 213 Management Group Inc. Medium name-match confidence · CIK 2132699 · NY
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MD MANAGEMENT LLC · D · Nov 4, 2026$19.3M
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213 Management Group Inc. · D · Sep 15, 2026$5M
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JV Management, Inc. · D/A · Aug 26, 2026$682.2K
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Beam Management Holdco, LLC · D · Aug 6, 2026
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Baldi Management Group, Inc. · D · Jun 3, 2026$26M
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JV Management, Inc. · D · May 19, 2026$344K
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BZM Management Inc. · D · Apr 6, 2026$4.6M
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Aramas Capital Management LLC · D/A · Mar 17, 2026
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Baldi Management Group, Inc. · D · Mar 6, 2026$2M
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Q FUND MANAGEMENT GROUP LTD · D · Oct 23, 2025$100M
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AD Fund Management LP · D · Sep 10, 2025
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BSP-TS Management, LP · D/A · Apr 30, 2025$12.4M
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SG Management Holdings, LLC · D/A · Apr 28, 2025
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MD MANAGEMENT LLC · D · Apr 15, 2025
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Aramas Capital Management LLC · D/A · Mar 17, 2025
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SG Management Holdings, LLC · D · Jan 15, 2025$842.5K
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MBH CAPITAL MANAGEMENT, LLC · D/A · Jan 8, 2025