Bertram Capital Management, LLC

Foster City, CA

California

Registered In

04/07/2006

Incorp. Date

Company Summary

Bertram Capital Management, LLC at 950 Tower Ln STE 1000, Foster City, Ca 94404 lists Jeffrey M Drazen of Naples, FL as the associate.

Overview

Registered In

California

Incorporation Date

04/07/2006

Company Type

Limited Liability Company - Ca

Status

Active

Registration Type

Domestic

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People

Cogency Global Inc. Registered 1505 Agent	122 E 42ND ST FL 18TH, NEW YORK, NY 10168 (View Past Addresses)
Jeffrey M Drazen Manager	707 HICKORY RD, NAPLES, FL 34108-3315 (View Past Addresses)

Showing current associates only (2 of 4 total associates). Create a free account to see the full associate history

Map & Locations

950 TOWER LN STE 1000, FOSTER CITY, CA 94404 View Map

Financials

Financial Information for Bertram Capital Management, LLC

Form 5500

BERTRAM CAPITAL MANAGEMENT LLC

950 Tower Lane Suite 1000 Suite 100, Foster City, Ca 94568 (650) 358-5000 EIN:20-4738270 Plan Admin:Ivy Ono

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameBERTRAM CAPITAL MANAGEMENT LLC 401(K) PLAN Plan #001 Participants BOY/EOY67 / 68 Assets BOY/EOY$17,795,386 / $13,987,521	2022	BERTRAM CAPITAL MANAGEMENT LLC 401(K) PLAN - Plan #001	67 / 68	$17,795,386 / $13,987,521
2021	Plan NameBERTRAM CAPITAL MANAGEMENT LLC 401(K) PLAN Plan #001 Participants BOY/EOY62 / 67 Assets BOY/EOY$14,228,987 / $17,795,386	2021	BERTRAM CAPITAL MANAGEMENT LLC 401(K) PLAN - Plan #001	62 / 67	$14,228,987 / $17,795,386
2020	Plan NameBERTRAM CAPITAL MANAGEMENT LLC 401(K) PLAN Plan #001 Participants BOY/EOY63 / 63 Assets BOY/EOY$11,447,927 / $14,228,987	2020	BERTRAM CAPITAL MANAGEMENT LLC 401(K) PLAN - Plan #001	63 / 63	$11,447,927 / $14,228,987
2019	Plan NameBERTRAM CAPITAL MANAGEMENT LLC 401(K) PLAN Plan #001 Participants BOY/EOY61 / 63 Assets BOY/EOY$9,430,575 / $11,447,927	2019	BERTRAM CAPITAL MANAGEMENT LLC 401(K) PLAN - Plan #001	61 / 63	$9,430,575 / $11,447,927

Benefit & Retirement Plans based on Form 5500.

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Sources

The following government agencies have contributed data:

• California Secretary of State • U.S. Department of Labor