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BERTRAM CAPITAL MANAGEMENT LLC

FOSTER CITY, CA · CRD 156920 · IAPD ↗ · 650-358-5000

$4.43BRegulatory AUM
30Advisory reps
46Employees
0Clients
n/aPlanning clients
9Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

60
April 2024 — BERTRAM CAPITAL MANAGEMENT LLC reported RAUM up 79% ($1.97B -> $3.52B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.