Bertram Capital Employee Directory

Investment ManagementCalifornia, United States51-200 Employees

Bertram Capital is a mid-sized firm based in Foster City, California, that works with lower middle-market companies to drive growth. Its sector focus includes business services, consumer, industrial/manufacturing, and technology. The firm uses an operationally focused value creation program called Bertram High 5, which brings in management support, implements growth initiatives, pursues strategic acquisitions, and improves sales, marketing, and the use of technology and intellectual property.

The in-house technology team, Bertram Labs, underpins this effort by advancing digital marketing, e-commerce, data analytics, application development, and platform optimization. Bertram Capital has operated from Foster City since 2006. Its approach centers on applying proprietary processes to advance value creation within its holdings.

Find Bertram Capital employees' phone numbers or email addresses

Bertram Capital Global Highlights

Location
Employees

North America
93

Minus sign iconPlus sign icon
  • United States Of America
    93

Europe
3

Minus sign iconPlus sign icon
  • United Kingdom Of Great Britain And Northern Ireland
    3

South America
2

Minus sign iconPlus sign icon
  • Brazil
    2

Bertram Capital's Leadership

  • Stylized image of a person
    G. W.
    Chief Information Security Officer
    Phone icon
  • Stylized image of a person
    I. O.
    Chief Compliance Officer
    Phone icon
  • Stylized image of a person
    M. C.
    Head Of Investor Relations
    Phone icon
  • Stylized image of a person
    D. H.
    Partner
    Phone icon
  • Stylized image of a person
    R. C.
    Partner
    Phone icon
  • Stylized image of a person
    C. B.
    Partner
    Phone icon
  • Stylized image of a person
    J. D.
    Managing Partner
    Phone icon
  • Stylized image of a person
    B. W.
    Partner
    Phone icon

Bertram Capital Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Finance
  • Accounting
  • Engineering
  • Other

Contact profiles from Bertram Capital

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. H.
    Partner
    Phone icon
    United StatesFlorida
    Apr 21, 2026
  • Stylized image of a person
    R. C.
    Partner
    Phone icon
    Bay
    Apr 21, 2026
  • Stylized image of a person
    C. B.
    Partner
    Phone icon
    Bay
    Apr 16, 2026
  • Stylized image of a person
    G. W.
    Chief Information Security Officer
    Phone icon
    United StatesArizona
    Mar 04, 2026
  • Stylized image of a person
    J. D.
    Managing Partner
    Phone icon
    United StatesFlorida
    Jun 02, 2026
  • Stylized image of a person
    B. W.
    Partner
    Phone icon
    United StatesNew Jersey
    Apr 15, 2026
  • Stylized image of a person
    I. O.
    Chief Compliance Officer
    Phone icon
    Bay
    Dec 18, 2025
  • Stylized image of a person
    J. S.
    Partner
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    K. M.
    Partner
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    T. D.
    Partner
    Phone icon
    Oct 23, 2024

Frequently Asked Questions

What is Bertram Capital known for?

Minus sign iconPlus sign icon
Bertram Capital was founded in 2006 operates in the Investment Management industry. The company's main headquarters is located in 950 Tower Lane 1000 Foster City, California 94404 United States; you can contact the main corporate office by phone at . Explore Bertram Capital's company overview page for more information.

What is Bertram Capital's most common email format?

Minus sign iconPlus sign icon
Bertram Capital employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Bertram Capital email formats with LeadIQ.

How many employees does Bertram Capital have currently?

Minus sign iconPlus sign icon
Bertram Capital has approximately 78 employees as of June 2026. These team members are located across 3 continents, including North AmericaEuropeSouth America.

Who are Bertram Capital's key employees and leadership?

Minus sign iconPlus sign icon

As of June 2026, Bertram Capital's key employees include:

  • Chief Information Security Officer: G. W.
  • Chief Compliance Officer: I. O.
  • Head Of Investor Relations: M. C.
  • Partner: D. H.
  • Partner: R. C.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.