Bertram Capital is a lower middle-market private equity firm based in Foster City, California, making control investments in business services, consumer, and industrial companies. Its latest fund, Bertram Capital V, closed at $1.5 billion in 2025, bringing total capital commitments across all funds to over $4 billion since inception in 2006.
40% of their portfolio is in Manufacturing.
Portfolio
5
Fund Size
$1.5B
Top Stage
Unknown
Last 12 Mo
0
Team
Portfolio Breakdown
Stage Distribution
Sector Distribution
Investment Activity
Portfolio
5 investments
| Company | Round | Amount | Date |
|---|---|---|---|
 Applied Adhesives | Unknown | — | Apr 2025 |
 TSR Concrete Coatings | Unknown | — | Mar 2022 |
 Lectric Ebikes | Unknown | — | Jan 2021 |
 Clarus Glassboards | Unknown | — | Mar 2015 |
 The Bluebird Group | Growth | — | — |
Last updated: 7 October 2026