Bertram Capital Management

Bertram Capital Management

Private equity firm fueling growth capital

About Bertram Capital Management

Simplify's Rating
Why Bertram Capital Management is rated
B-
Rated B on Competitive Edge
Rated B on Growth Potential
Rated C on Differentiation

Industries

Consulting

Financial Services

Company Size

51-200

Company Stage

N/A

Total Funding

$6.1M

Headquarters

San Mateo, California

Founded

2006

Overview

Bertram Capital Management partners with business owners and management teams to build market-leading companies by providing growth capital and applying its own growth programs. It raises capital and then uses strategic investments along with Bertram High and Bertram Labs to guide expansion, improve operations, and broaden product offerings through unique procurement and distribution capabilities, U.S.-based manufacturing, and established customer relationships. The firm differentiates itself by combining capital with hands-on, program-driven growth and a strong supply-chain engine that serves top online retailers and marketplaces. Its goal is to increase the value of portfolio companies over time and deliver solid returns for its investors by helping companies become leaders in their industries.

Simplify Jobs

Simplify's Take

What believers are saying

  • Recognized 2025 Top Private Equity Firm attracts premier management talent to portfolio.
  • Ignite I fund closed January 2025 expands addressable market below $7.5M EBITDA.
  • Bertram Labs capabilities unlock e-commerce and analytics value in under-optimized businesses.

What critics are saying

  • Fund V dry powder buildup and investor preference for larger managers constrains deal flow.
  • Left Lane Auto loses 25% tire retail share to Discount Tire's AI pricing.
  • Ridgeline Roofing faces margin compression from State Farm contractor blacklist expansion 2026.

What makes Bertram Capital Management unique

  • Combines venture capital operating methodologies with private equity financial discipline uniquely.
  • Bertram Labs in-house tech team drives digital transformation across portfolio companies.
  • Dual-fund strategy targets $3M–$7.5M EBITDA range with flexible control structures.

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Funding

Total Funding

$6.1M

Above

Industry Average

Funded Over

0 Rounds

Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k) Company Match

Unlimited Paid Time Off

Phone/Internet Stipend

Company News

PR Newswire
Dec 16th, 2025
Bertram Capital Expands Consumer Services Portfolio Through Investment in Left Lane Auto

/PRNewswire/ -- Bertram Capital ("Bertram") announced today its investment in Left Lane Auto, LLC ("Left Lane" or the "Company"), a tire retail and...

Private Equity Professional
Apr 23rd, 2025
Strategic Adhesion: Bertram Capital Adds APPLIED to Portfolio

Bertram Capital has acquired a majority interest in APPLIED Adhesives, a distributor and formulator of industrial adhesive products, from Arsenal Capital Partners.

PR Newswire
Apr 15th, 2025
Arsenal Completes Sale of APPLIED Adhesives to Bertram Capital

/PRNewswire/ -- Arsenal Capital Partners ("Arsenal"), a private equity firm specializing in building industrial growth and healthcare companies, today...

PR Newswire
Oct 22nd, 2024
Bertram Capital Partners with Perimeter Solutions Group

Bertram Capital partners with Perimeter Solutions Group.

PEI Group
Oct 22nd, 2024
Fence installer Perimeter Solutions Group picks up investment from Bertram Capital | PE Hub

Harvey & Company, LLC led by Christian Martell helped close the deal.

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Bertram Capital Management is Hiring for 2 Jobs on Simplify!

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