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Bertram Growth Capital IV, L.P.

Private Equity FundFund ID 805-5652788578Delaware, United States
Gross assets
$1.15B
Min. investment
$5M
Beneficial owners
58
Size rank
Top 7%
Audited
Yes
Structure
Standalone

About this fund

Bertram Growth Capital IV, 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 7% 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 ID805-5652788578
Fund typePrivate Equity Fund
3(c)(1) exclusionNo
3(c)(7) exclusionYes
Master fundNo
Feeder fundNo
Fund of fundsNo
Relies on exemption from registrationYes
Annual auditYes
Prepared per GAAPYes
Sub-advisedNo
% of assets independently valued100%

Other funds from this manager

FundTypeGross assets
Bertram Capital V, L.P.Private Equity$1.21B
Bertram Capital V-A, L.P.Private Equity$956.4M
Bertram Growth Capital Iv-A, L.P.Private Equity$655.9M
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Frequently asked questions

How large is Bertram Growth Capital IV, L.P.?

Bertram Growth Capital IV, L.P. reports $1.2 billion in gross assets, among the top 7% of private funds by size.

What is the minimum investment for Bertram Growth Capital IV, L.P.?

The stated minimum investment is $5 million.

Who manages Bertram Growth Capital IV, L.P.?

Bertram Growth Capital IV, L.P. is managed by Bertram Capital Management LLC.

Does Bertram Growth Capital IV, L.P. disclose returns?

No. Private funds are not required to publicly disclose performance. Form ADV reports assets, structure, and service providers.

Manager

Service providers

Prime broker
None reported
Administrator
Auditor

Reported gross assets

$1.15B▲ 24%
Mar '25 — $926.9MApr '25 — $926.9MMay '25 — $926.9MJun '25 — $926.9MJul '25 — $926.9MAug '25 — $926.9MSep '25 — $926.9MOct '25 — $926.9MNov '25 — $926.9MDec '25 — $926.9MJan '26 — $926.9MFeb '26 — $926.9MMar '26 — $1.15BApr '26 — $1.15BMay '26 — $1.15BJun '26 — $1.15B
Mar '25Form ADV, monthlyJun '26

How this fund compares

Gross assetsTop 7%
Larger than 93% of 67,041 private funds
Gross assets vs Private Equity FundsTop 6%
Larger than 94% of 31,066 private equity funds
Minimum investmentTop 17%
Higher than 83% of funds reporting a minimum

Investor base

Adviser & related persons11%
Funds of funds2%
Non-U.S. persons%
Share of the fund's beneficial ownership reported on Form ADV. Categories can overlap.