Bertram Capital Management LLC
Legal Name: BERTRAM CAPITAL MANAGEMENT LLC
Full Contact Details
Bertram Capital Management LLC
950 TOWER LANE, SUITE 1000, FOSTER CITY, CA
650-358-5000
650-358-5001
Other Info
Bertram Capital Management LLC is a California Limited Liability Company with 27 employees, including 14 advisors, who are serving 7 clients with their financial expertise. The firm is approved and has established its registration date with the U.S. Securities and Exchange Commission on February 28, 2012.
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HomeTeamPortfolioStrategyCommunityOpportunitiesNewsContact Unlock Your PotentialTM Bertram Capital aims to transform businesses into market leaders. View Philosophy For Businesses We partner with business owners and management teams with the goal of building industry-leading companies. More For Inte…
Direct Owners
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IVY CHEUNG ONO
CHIEF FINANCIAL OFFICER owns less than 5%
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JEFFREY M DRAZAN
MANAGING PARTNER owns less than 5%
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JEFFREY M DRAZAN 2016 FAMILY TRUST
CLASS A MEMBER owns 75% or more
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ZOEY LOUISE ARMSTRONG
CHIEF COMPLIANCE OFFICER owns less than 5%
Indirect Owners
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JEFFREY M DRAZAN
TRUSTEE owns 75% or more
Marketers
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United States