Karin Orsic, Mary Kwan, Ally Relat, Joel Peters-Fransen, Andrew Chan, Shiyu Ni, Alpa Patel, Natalia Pszenny, Meng Ding
January 24, 2026
Kirkland Advises Bertram on Close of $1.5 Billion Fund V
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- Kirkland & Ellis advised Bertram Capital Management, LLC on the closing of its fifth investment fund, Bertram Capital V, L.P., which was oversubscribed and closed at $1.5 billion, surpassing its initial $1.25 billion target
- The closing was announced on January 18, 2024, with commitments from a diverse group of global limited partners, including pension funds, endowments, insurance companies, foundations, and family offices.
Kirkland & Ellis advised middle-market private equity firm Bertram Capital Management, LLC on the close of its fifth investment fund, Bertram Capital V, L.P. The fund was oversubscribed and closed at $1.5 billion, which was above the initial target of $1.25 billion. The closing was announced on January 18, 2024. Commitments came from a well-respected and diverse group of new and existing global limited partners, including public, corporate and foreign pension funds, endowments, insurance companies, foundations and family offices. Read Bertram’s press release The Kirkland team was led by investment funds partners Karin Orsic and Mary Kwan and associate Ally Relat, and included tax partners Joel Peters-Fransen and Andrew Chan and associate Shiyu Ni; and investment funds regulatory partner Alpa Patel and associates Natalia Pszenny and Meng Ding.
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Karin Orsic, Mary Kwan, Ally Relat, Joel Peters-Fransen, Andrew Chan, Shiyu Ni, Alpa Patel, Natalia Pszenny, Meng Ding
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