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CRD 156920
FOSTER CITY, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| BERTRAM CAPITAL V, L.P. | Private Equity Fund | $853M | Mar 28, 2024 | 75 | Mar 28, 2024 | reported | 021-471105 |
| BERTRAM GROWTH CAPITAL IV, L.P. | Private Equity Fund | $830M | Mar 28, 2024 | 54 | Mar 31, 2020 | reported | 021-355694 |
| BERTRAM CAPITAL V-A, L.P. | Private Equity Fund | $745M | Mar 28, 2024 | 64 | Mar 28, 2024 | reported | 021-471107 |
| BERTRAM GROWTH CAPITAL IV-A, L.P. | Private Equity Fund | $473M | Mar 28, 2024 | 29 | Mar 31, 2020 | reported | 021-355696 |
| BERTRAM GROWTH CAPITAL III, L.P. | Private Equity Fund | $237M | Mar 28, 2024 | 43 | Mar 31, 2017 | reported | 021-254912 |
| BERTRAM IGNITE I, L.P. | Private Equity Fund | $110M | Mar 28, 2024 | 20 | Mar 28, 2024 | reported | 021-471108 |
| BERTRAM GROWTH CAPITAL III-A, L.P. | Private Equity Fund | $102M | Mar 28, 2024 | 16 | Mar 31, 2017 | reported | 021-141141 |
| BERTRAM GROWTH CAPITAL II, L.P. | Private Equity Fund | $58.1M | Mar 28, 2024 | 31 | Feb 13, 2012 | reported | 021-141140 |
| BERTRAM GROWTH CAPITAL III ANNEX FUND, L.P. | Private Equity Fund | $56.6M | Mar 28, 2024 | 13 | May 22, 2019 | reported | 021-254912 |
| BERTRAM IGNITE I-A, L.P. | Private Equity Fund | $39.0M | Mar 28, 2024 | 7 | Mar 28, 2024 | reported | 021-471109 |
| BERTRAM GROWTH CAPITAL I, L.P. | Private Equity Fund | $25.9M | Mar 30, 2023 | 29 | Feb 13, 2012 | reported | 021-93360 |
| BERTRAM GROWTH CAPITAL II-A, L.P. | Private Equity Fund | $21.2M | Mar 28, 2024 | 11 | Feb 13, 2012 | reported | 021-141141 |
| BERTRAM PC CO-INVEST HOLDINGS, LLC | Private Equity Fund | $60,400 | Mar 30, 2022 | 7 | Apr 26, 2017 | dropped | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| DRAZAN, JEFFREY M | Trustee | E | yes | 10/2018 | Mar 31, 2017 | Mar 28, 2024 |
| DRAZAN, JEFFREY, M | MANAGING PARTNER | Na | yes | 04/2006 | Feb 13, 2012 | Mar 28, 2024 |
| JEFFREY M DRAZAN 2016 FAMILY TRUST | CLASS A MEMBER | E | yes | 10/2018 | Mar 31, 2019 | Mar 28, 2024 |
| Ono, Ivy, Cheung | CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | Na | yes | 05/2019 | May 22, 2019 | Mar 28, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| BERTRAM CAPITAL V (GP), L.P. | n/a | n/a | n/a | N | yes | n/a |
| BERTRAM GROWTH CAPITAL II (GP), L.P. | n/a | n/a | n/a | N | yes | n/a |
| BERTRAM GROWTH CAPITAL III (GP), L.P. | n/a | n/a | n/a | N | yes | n/a |
| BERTRAM GROWTH CAPITAL III ANNEX FUND (GP), L.P. | n/a | n/a | n/a | N | yes | n/a |
| BERTRAM GROWTH CAPITAL IV (GP), L.P. | n/a | n/a | n/a | N | yes | n/a |
| BERTRAM IGNITE I (GP), L.P. | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| n/a | n/a | n/a | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 30, 2026 | $4.4B | $4.4B | 46 | 30 | 1 | 9 | n/a |
| 2024 | Mar 28, 2025 | $4.0B | $4.0B | 43 | 29 | 1 | 11 | n/a |
| 2023 | Mar 28, 2024 | $3.5B | $3.5B | 40 | 26 | 1 | 11 | $3.5B |
| 2022 | Mar 30, 2023 | $2.0B | $2.0B | 36 | 22 | 1 | 8 | $2.0B |
| 2021 | Mar 30, 2022 | $1.8B | $1.8B | 32 | 21 | 1 | 9 | $1.8B |
| 2020 | Mar 31, 2021 | $2.0B | $2.0B | 30 | 13 | 2 | 9 | $2.0B |
| 2019 | Mar 31, 2020 | $1.1B | $1.1B | 28 | 13 | 2 | 9 | $1.1B |
| 2018 | Mar 31, 2019 | $910M | $910M | 27 | 14 | 2 | 6 | $910M |
| 2017 | Mar 29, 2018 | $1.4B | $1.4B | 27 | 12 | 2 | 6 | $1.4B |
| 2016 | Mar 31, 2017 | $1.0B | $1.0B | 30 | 12 | n/a | 5 | $1.0B |
| 2015 | Mar 30, 2016 | $965M | $965M | 30 | 12 | n/a | 3 | $965M |
| 2014 | Mar 31, 2015 | $983M | $983M | 44 | 13 | n/a | 3 | $983M |
| 2013 | Mar 31, 2014 | $784M | $784M | 33 | 15 | n/a | 3 | $784M |
| 2012 | Apr 1, 2013 | $748M | $748M | 29 | 13 | n/a | 3 | $748M |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $4.4B | $4.0B | 10.3% | $2.0B | 31.0% | 46 | 43 | 1 | 1 |