Managing Partner · Bertram Capital Management LLC
Jeffrey M. Drazan
CRD 6008225 · Named on Form ADV at one SEC-registered adviser
At a glance
Bertram Capital Management LLC, an SEC-registered private fund adviser based in Foster City, CA with $4.4 billion in regulatory assets, lists Jeffrey M. Drazan on its Form ADV as Managing Partner, a control person.
Firms and roles
- Bertram Capital Management LLCManaging PartnerPrivate fund adviser · Foster City, CA · $4.4B in regulatory assets
AtlasMembers
Jeffrey’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Ivy C. OnoChief Financial Officer, Bertram Capital Management LLC
- Sarah A. PazdanChief Compliance Officer, Bertram Capital Management LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jeffrey’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.