Form D · Private Equity Fund

BERTRAM GROWTH CAPITAL IV, L.P.

Foster City, CA · CIK 0001796424

Offering snapshot reported Jun 23, 2021 · SEC filing

Reported sold: $875M
Investors reported: Not reported
Minimum accepted: Not reported
First sale: Not reported

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Jun 23, 2021	Amendment	$875,000,000	No comparison	Not reported	SEC filing
Dec 17, 2020	Amendment	$446,500,000	No comparison	30	SEC filing
Dec 17, 2019	Initial	Yet to sell	No comparison	0	SEC filing

Offering details

Securities: Not reported
Exemptions: Not reported
Duration over one year: Not reported
Business combination: Not reported

Sales commissions: Not reported
Finders' fees: Not reported
Form D file number: 021-355694

Source: Form D, filed Jun 23, 2021. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

BERTRAM GROWTH CAPITAL IV, L.P.

Investment adviser: BERTRAM CAPITAL MANAGEMENT LLC

Gross asset value: $1.15B
Beneficial owners: 58
ADV minimum commitment: $5M

Reported in Form ADV on Jun 1, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator APEX FUND SERVICES BURLINGAME, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor PRICEWATERHOUSECOOPERS LLP SAN FRANCISCO, California, United States

Custodian BANK OF AMERICA SAN FRANCISCO, California, United States Related to adviser: No

Custodian JPMORGANCHASE MENLO PARK, California, United States Related to adviser: No

Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED SAN FRANCISCO, California, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221

Filing source

Form ADV 2109978 · Jun 1, 2026 · Schedule D 7.B.(1), fund 805-5652788578

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Related funds

Funds whose names form a numbered series with this one and that share its city or the name of a related person. Form D does not state how these funds are related.

Fund	Latest Form D	Reported sold	Investors
BERTRAM GROWTH CAPITAL III, L.P.	Feb 7, 2017	$261,000,000	7
BERTRAM GROWTH CAPITAL IV, L.P. (this fund)	Jun 23, 2021	$875,000,000	Not reported

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
Name	Reported role
Jeffrey M. Drazan	Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

950 Tower Lane, Suite 1000
Foster City, CA, 94404