About Bertram Capital
Bertram Capital is a private equity firm founded in 2006. It is primarily based in San Francisco, United States. As of Apr 2026, Bertram Capital has a portfolio of 9 companies, comprising 9 funding rounds and 9 acquisitions. In the last 12 months, it has participated in 2 acquisitions. The firm primarily invests in companies based in United States. Its portfolio is spread across a wide range of sectors from Real Estate and Construction to Enterprise Applications. Most recently it acquired stakes in Left Lane Auto on Dec 22, 2025.
Overall Bertram Capital portfolio has seen 1 acquisition, namely Morpheus Data. D. E. Shaw Group co-invest with Bertram Capital, sharing a substantial percentage of its portfolio.
Bertram Capital has a team of 45 people, including 10 partners.
Key Metrics
Founded Year
2006
Location
San Francisco, United States
Portfolio Companies
Portfolio Sectors
Portfolio Locations
Acquisition Deals
Investment Deals
Bertram Capital's Portfolio
Bertram Capital has a portfolio of 9 companies. They have invested in a total of 9 companies. Their most recent investment was in Perimetersolutionsgroup (PE round) on Oct 22, 2024. Here are the most recent investments by Bertram Capital:Date | Company | Round | Amount | Co-Investors |
|---|---|---|---|---|
Oct 22, 2024 | PE | 1908 | - | |
Jan 30, 2024 | PE | 1589 | - | |
Apr 25, 2023 | PE | 7393 | - | |
Mar 29, 2022 | PE | 8475 | - |
Bertram Capital has acquired 9 companies. Their most recent acquisition was of Left Lane Auto on Dec 22, 2025. Here are the most recent acquisitions by Bertram Capital:
Acquisition Date | Company | Short Description | Total Funding | Founded Year |
|---|---|---|---|---|
Dec 22, 2025 | Chains providing automotive repair, maintenance, and vehicle transition support | - | 2021 | |
Apr 22, 2025 | Manufacturer and supplier of adhesives for OEM industries | - | 1967 | |
Sep 26, 2024 | Retailer of printer supplies, hardware, and related accessories for businesses | - | 2014 | |
Dec 15, 2020 | On-hold music & marketing company | - | 1986 |
Here is the portfolio snapshot of Bertram Capital:
Investments by Year
The maximum number of investments were made in 2024
Acquisitions by Year
The maximum number of acquisitions were made in 2025
Portfolio by Location
Companies are primarily in United States
Portfolio by Sector
Companies are primarily in Real Estate and Construction
Team profile of Bertram Capital
Bertram Capital has a team of 45 members including 10 Partners and 19 Principals located in United States. Bertram Capital's team does not sit on the board of any company as of now.Here is a list of top team members in Bertram Capital:
Name | Designation | Location | Board Memberships | Contact Details |
|---|---|---|---|---|
Partner | San Francisco | - | ||
Partner | San Francisco | - | ||
Partner | St. Petersburg | - | ||
Partner | San Francisco | - | ||
Partner | Menlo Park | - | - | |
Partner | San Francisco | - | ||
Partner | San Francisco | - | ||
Partner | San Francisco | - | ||
Partner | Mountain View | - | - | |
Partner | Denver | - | ||
Principal | San Francisco | - |
Co-investors of Bertram Capital
Over the past 20 years, one investor has co-invested in Bertram Capital's portfolio companies.
- Top Co-investors of Bertram Capital: D. E. Shaw Group entered a company along with Bertram Capital.
Bertram Capital News
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NEFCO Acquired by Another California Private Equity Firm inddist.com•Jan 15, 2026•GoNefco, Bertram Capital, Leonard Green and Partners
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Bertram Capital Invests in TSR Concrete CoatingsThemiddlemarket•Nov 04, 2025•Bertram Capital, TSR Concrete Coatings
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Bertram Capital’s Acquisition of Applied ProductsGlobal Legal Chronicle•Apr 22, 2025•Bertram Capital, Applied Products, Sidley
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APPLIED Adhesives Announces Change of OwnershipAdhesivesmag•Apr 17, 2025•APPLIED Adhesives, Bertram Capital
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Arsenal Capital Partners divests APPLIED Adhesives to Bertram Capital
Packaging Gateway•Apr 16, 2025•Arsenal Capital Partners, Bertram Capital, APPLIED Adhesives
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Kirkland Advises Bertram on Close of $1.5 Billion Fund VLegal Desire•Jan 23, 2024•Kirklands Warehouse, Bertram Capital, Kirkland & Ellis
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Siris Capital’s Acquisition of BearComGlobal Legal Chronicle•Dec 15, 2023•Siris Capital, Bearcom, Bertram Capital
