# Bertram Capital

Bertram Capital is an Asset Manager based in Foster City, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Foster City, United States
- **Region:** North America
- **Address:** Foster City, CA, United States
- **Founded:** 2006
- **Assets under management:** Undisclosed
- **Website:** www.bertramcapital.com
- **LinkedIn:** https://www.linkedin.com/company/bertramcapital

## Regulatory record

- **CRD number:** 156920
- **SEC file number:** 801-73550
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/156920

## About

Bertram Capital is a private equity firm targeting investments in lower middle market companies. Since its inception in 2006, the firm has raised over $4B of capital commitments. In addition to supplying strategic growth capital, it leverages proprietary processes and services, Bertram High 5 SM and Bertram Labs, to empower its portfolio companies to unlock their full business potential. Bertram Labs is its in-house technology team driving growth through digital marketing, e-commerce, big data and analytics, application development and platform optimization.

## Sectors

- Enterprise Software
- Digital Health
- Industrial Tech
- Consumer

## People

- Jeff Drazan — Managing Partner

## Questions

### Who makes investment decisions at Bertram Capital?

Managing Partner Jeff Drazan leads the investment committee. Drazan founded the firm in 2006 and oversees the partnership group responsible for deal sourcing, execution, and portfolio management. The firm operates a centralized decision-making structure common to middle-market private equity sponsors.

### How does Bertram Capital source proprietary deal flow?

Bertram relies on a combination of thematic research, intermediary relationships, and direct outreach to founder-owned businesses. Its operating partner network and internal technology bench identify companies where the firm's proprietary software stack can accelerate value creation, differentiating it from purely financial sponsors in competitive processes.

### What is the Bertram High-5 operational framework?

The Bertram High-5 refers to five internal technology and data capabilities applied to every portfolio company: digital marketing, e-commerce optimization, supply chain analytics, business intelligence dashboards, and sales force automation. A dedicated internal team of engineers and data scientists implements these tools post-close.

### Does Bertram Capital manage a single fund or multiple vehicles?

Bertram manages multiple institutional funds. The most recent, Bertram Growth Capital IV, closed at $1.4 billion in September 2023 (per the firm, September 2023). The firm previously raised three predecessor funds, each increasing in scale. It also manages separate co-investment vehicles for limited partners on a deal-by-deal basis.

### Which sectors does Bertram Capital avoid?

Bertram historically avoids sectors where its operating playbook adds less value — commodity manufacturing, natural resource extraction, and regulated financial services. The firm concentrates on areas where technology integration creates measurable operating leverage, particularly enterprise software, digital health, and tech-enabled business services.

### How does Bertram Capital structure its internal operating team?

Unlike a traditional buyout shop that relies on external consultants, Bertram employs full-time software engineers, data scientists, and digital marketing specialists as part of its core team. This group is not a separate advisory arm — it is embedded in the firm's investment process and sits alongside deal professionals, a structure the firm calls a competitive differentiator.

## Related profiles

- [Berwind Private Equity](https://altss.com/profile/berwind-private-equity)

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Last updated: 2026-08-11T15:06:13.093Z

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