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Bertram Capital Management competitors & alternatives

Asset ManagementUnited States

The 12 closest competitors and alternatives to Bertram Capital Management among asset management companies — ranked by similarity to what Bertram Capital Management actually does, not by market-cap band.

12Competitors listed

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About Bertram Capital Management

Bertram Capital Management is a private equity firm that engages in leveraged buyouts and investments across various industries. The firm manages capital to acquire and grow businesses, with evidence of operations in states like Arizona and Ohio.

Bertram Capital Management at a glance

Bertram Capital Management is an asset management company headquartered in United States. Xcout tracks 26 named people at Bertram Capital Management, including Ivy Ono (Principal, Chief Financial Officer). Xcout recorded 6 job postings from Bertram Capital Management in the last 90 days, naming tools such as Salesforce.

Bertram Capital Management leadership

  • Ivy OnoPrincipal, Chief Financial Officer
  • Greg WillisChief Information Security Officer
  • Sarah PazdanChief Compliance Officer
  • Shauna LaneChief Administrative Officer
  • Jeff DrazanManaging Partner
  • Bob WhitonVice President, Engineering

20 more named people on record for Bertram Capital Management, with roles, board committees and tenure — see the full roster →

Hiring at Bertram Capital Management

Xcout recorded 6 job postings from Bertram Capital Management in the last 90 days, from a hiring record Xcout has kept since July 2026.

Tools named in Bertram Capital Management's job postings

Salesforce

The weekly hiring trend, the roles and locations behind it — see Bertram Capital Management's hiring signals →

Top 12 Bertram Capital Management competitors

Ranked by semantic similarity — how close each company is to Bertram Capital Management by what it does, using Xcout's live company graph. Click any company for its full profile, or its competitor set.

GCM Grosvenor Inc.GCMG · Asset ManagementChicago, United States
66% matchPublic

Similar asset management company

GCM Grosvenor Inc. is a global leader in providing alternative asset management solutions. The firm primarily caters to pooled investment vehicles, but also extends its services to various other clients, including investment companies, high net worth individuals, pension and profit sharing plans, and state or municipal government entities. The company deploys capital across both U.S. and international equity and alternative investment markets. Its investment approach encompasses a diverse range of portfolios, such as multi-strategy, credit-focused, equity-focused, macro-focused, commodity-focused, and other specialized mandates. GCM Grosvenor's strategic focus spans key alternative asset classes like hedge funds, private equity, real estate, infrastructure, credit, and absolute return strategies. Additionally, the firm actively participates in primary and secondary fund investments, as well as co-investments, with a particular emphasis on buyouts, distressed debt, mezzanine financing, and venture capital/growth equity opportunities. They are also committed to providing seed investments to small, emerging, and diverse private equity firms. Geographically, the firm targets middle-market buyout investments, specifically in Ohio and the broader Midwest region. Preferred industries for investment include aerospace and defense, advanced electronics, information technology, biosciences, and advanced materials. All investment decisions are underpinned by both fundamental and quantitative analysis. Founded in 1971, GCM Grosvenor Inc. is headquartered in Chicago, Illinois, and maintains a significant international footprint with additional offices throughout North America, Asia, Australia, and Europe.

Market cap$778.1M
Employees553
GCM Grosvenor Inc. competitors & alternatives →
Compass Diversified HoldingsAsset ManagementWestport, United States
62% match

Similar asset management company

Compass Diversified operates as a private equity firm, employing diverse investment strategies that include bolt-on acquisitions, leveraged buyouts, sector consolidation initiatives, recapitalizations, and capital infusions into late-stage and middle-market companies. The firm primarily targets investments within niche industrial and branded consumer sectors. Its portfolio focus also extends to manufacturing, distribution, a broad range of consumer products, business services, safety and security solutions, electronic components, as well as the food and foodservice industries. Geographically, its preference is for North American-based enterprises. Financially, Compass Diversified typically deploys capital ranging from $100 million to $800 million into businesses demonstrating an annual EBITDA between $15 million and $80 million. The company aims to secure controlling ownership positions in its portfolio entities, frequently pursuing a majority stake, and retains the capability to execute further platform acquisitions. Uniquely, the firm leverages its own balance sheet for investments. Its typical holding period for these investments ranges from five to seven years. Established in 2005, Compass Diversified maintains its primary operations in Westport, Connecticut, with a secondary office located in Costa Mesa, California.

Valuation—
Employees3,340
Compass Diversified Holdings competitors & alternatives →

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