Bertram Capital Management, LLC
Idaho
Registered In
02/28/2019
Incorp. Date
Foreign
Registration Type
California
Foreign Jurisdiction
Company Summary
Bertram Capital Management, LLC at 800 Concar Drive 100, San Mateo, Ca 94402 lists Jeffrey M. Drazan of Naples, FL and Jeffrey M Drazan of San Mateo, CA.
Overview
Registered In
Idaho
Incorporation Date
Company Type
Foreign Limited Liability Company
Status
Active-Existing
Registration Type
Foreign
Foreign Jurisdiction
California
Search Other Resources
People
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Cogency Global Inc.
Commercial Registered Agent
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1555 W SHORELINE DR STE 100, BOISE, ID 83702
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Jeffrey M. Drazan
Manager
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707 HICKORY RD, NAPLES, FL 34108-3315
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Jeffrey M Drazan
Governor
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800 CONCAR DR STE 100 BERTRAM CAPITAL, SAN MATEO, CA 94402
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Showing current associates only (3 of 5 total associates). Create a free account to see the full associate history
Map & Locations
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800 CONCAR DRIVE 100, SAN MATEO, CA 94402
View Map
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950 TOWER LN STE 1000, FOSTER CITY, CA 94404
(Mailing)
View Map
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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:
• Idaho Secretary of State's Office • U.S. Department of Labor
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