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Building 2BERTRAM CAPITAL MANAGEMENT LLC

Map pinFOSTER CITY, CA
Phone650-358-5000
NotebookSEC #801-73550
Total AUM
$4.4B
Employees
46
Clients
9

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
950 TOWER LANE
SUITE 1000
FOSTER CITY
CA 94404
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
650-358-5000
Other Offices
1

ReceiptFinancials

Total AUM
$4.4B
Accounts
9
Discretionary
$4.4B
Accounts
9
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
9
AUM
$4.4B

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFL

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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