Bertram Capital V, L.P.
Private Equity FundFund ID 805-8693863685Delaware, United States
Gross assets
$1.21B
Min. investment
$5M
Beneficial owners
78
Size rank
Top 6%
Audited
Yes
Structure
Standalone
About this fund
Bertram Capital V, L.P. is a private equity fund managed by Bertram Capital Management LLC. The fund reports $1.2 billion in gross assets, placing it among the top 6% of private funds by size. The stated minimum investment is $5 million. Its financial statements are audited annually. Private funds are not required to publicly disclose returns; Form ADV reports assets, structure, and service providers, shown above.
Fund details
| Fund ID | 805-8693863685 |
| Fund type | Private Equity Fund |
| 3(c)(1) exclusion | No |
| 3(c)(7) exclusion | Yes |
| Master fund | No |
| Feeder fund | No |
| Fund of funds | No |
| Relies on exemption from registration | Yes |
| Annual audit | Yes |
| Prepared per GAAP | Yes |
| Sub-advised | No |
| % of assets independently valued | 100% |
Other funds from this manager
| Fund | Type | Gross assets |
|---|---|---|
| Bertram Growth Capital IV, L.P. | Private Equity | $1.15B |
| Bertram Capital V-A, L.P. | Private Equity | $956.4M |
| Bertram Growth Capital Iv-A, L.P. | Private Equity | $655.9M |
| Bertram Ignite I, L.P. | Private Equity | $204.3M |
| Bertram Growth Capital III, L.P. | Private Equity | $104.6M |
| Bertram Ignite I-A, L.P. | Private Equity | $61M |
Frequently asked questions
How large is Bertram Capital V, L.P.?
Bertram Capital V, L.P. reports $1.2 billion in gross assets, among the top 6% of private funds by size.
What is the minimum investment for Bertram Capital V, L.P.?
The stated minimum investment is $5 million.
Who manages Bertram Capital V, L.P.?
Bertram Capital V, L.P. is managed by Bertram Capital Management LLC.
Does Bertram Capital V, L.P. disclose returns?
No. Private funds are not required to publicly disclose performance. Form ADV reports assets, structure, and service providers.
Manager
B
Foster City, CA
Service providers
Prime broker
None reported
Custodian
Administrator
Auditor
Reported gross assets
$1.21B▲ 11%
Mar '25Form ADV, monthlyJul '26
How this fund compares
Gross assetsTop 6%
Larger than 94% of 67,246 private funds
Gross assets vs Private Equity FundsTop 5%
Larger than 95% of 31,236 private equity funds
Minimum investmentTop 17%
Higher than 83% of funds reporting a minimum
Investor base
Adviser & related persons11%
Funds of funds24%
Non-U.S. persons3%
Share of the fund's beneficial ownership reported on Form ADV. Categories can overlap.