BERTRAM CAPITAL MANAGEMENT LLC

950 Tower Lane
Suite 1000
Foster City, California 94404
Tel: 650-358-5000

About BERTRAM CAPITAL MANAGEMENT LLC

BERTRAM CAPITAL MANAGEMENT LLC, formally registered with the SEC as BERTRAM CAPITAL MANAGEMENT LLC. The firm was established in 02/28/2012. They have over 2 offices throughout the country.

BERTRAM CAPITAL MANAGEMENT LLC is a Foster City, California based Financial Planning firm with nearly $3,524,525,041 assets under management, offering retirement planning & investment advisory services to 1 clients. The firm is staffed with 40 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	156920
SEC#	801-73550
Assets Managed by Firm	$3,524,525,041
No. of Clients	1
No. of Advisors	40

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	1	$3,524,525,041

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