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BERTRAM CAPITAL MANAGEMENT LLC

Tel: 650-358-5000
950 Tower Lane
Suite 1000
Foster City, California  94404

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BERTRAM CAPITAL MANAGEMENT LLC

BERTRAM CAPITAL MANAGEMENT LLC is a Foster City, California based financial advisory firm with nearly $3,524,525,041 in assets under management and provides investment advisory services for 1 clients. There are currently 40 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for pooled investment vehicles

Fee Structure:

A percentage of AUM, Performance Based

Firm CRD#:

156920

SEC#:

801-73550

No. of Clients:

1

Assets under Management

$3,524,525,041

No. of Advisors:

40

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