BERNARDO WEALTH PLANNING, LLC
CRD #288705 SEC #801-110661 HARLEYSVILLE, PA 267-500-1080
SEC Registered Private Funds
Total AUM
$755.9M
Discretionary
$755.9M
Employees
10
Clients
51
Accounts
2,370
| Fund Name | Type | GAV | Investors | Auditor |
|---|---|---|---|---|
| B CAPITAL FUND I, LLC | Other Private Fund | $16.2M | 100 | FRANK, RIMERMAN & CO. LLP |
| B CAPITAL FINTECH GROWTH FUND, LP | Private Equity Fund | $14.8M | 100 | FRANK, RIMERMAN & CO. LLP |
| B CAPITAL FINTECH GROWTH FUND, LP | Private Equity Fund | $14.3M | 100 | FRANK, RIMERMAN & CO. LLP |
| B CAPITAL FINTECH GROWTH FUND, LP | Private Equity Fund | $14.3M | 100 | FRANK, RIMERMAN & CO. LLP |
| B CAPITAL FINTECH GROWTH FUND, LP | Private Equity Fund | $14.3M | 100 | FRANK, RIMERMAN & CO. LLP |
| B CAPITAL FUND I, LLC | Other Private Fund | $12.9M | 100 | FRANK, RIMERMAN & CO. LLP |
| B CAPITAL FUND I, LLC | Other Private Fund | $12.9M | 100 | FRANK, RIMERMAN & CO. LLP |
| B CAPITAL FUND I, LLC | Other Private Fund | $12.9M | 100 | FRANK, RIMERMAN & CO. LLP |
| B CAPITAL WATERMARK 2023, LP (AI) | Real Estate Fund | $12.7M | 100 | FRANK, RIMERMAN & CO. LLP |
| B CAPITAL WATERMARK 2023, LP (AI) | Real Estate Fund | $12.7M | 100 | FRANK, RIMERMAN & CO. LLP |
| B CAPITAL WATERMARK 2023, LP (AI) | Real Estate Fund | $12.7M | 100 | FRANK, RIMERMAN & CO. LLP |
| B CAPITAL WATERMARK 2023 QP, LP | Real Estate Fund | $12.3M | 60 | FRANK, RIMERMAN & CO. LLP |
| B CAPITAL WATERMARK 2023 QP, LP | Real Estate Fund | $12.3M | 60 | FRANK, RIMERMAN & CO. LLP |
| B CAPITAL WATERMARK 2023 QP, LP | Real Estate Fund | $12.3M | 60 | FRANK, RIMERMAN & CO. LLP |
| B CAPITAL WATERMARK 2023, LP (AI) | Real Estate Fund | $11.6M | 100 | FRANK, RIMERMAN & CO. LLP |
| B CAPITAL WATERMARK 2023 QP, LP | Real Estate Fund | $9.7M | 60 | FRANK, RIMERMAN & CO. LLP |
| B CAPITAL WATERMARK 22 | Real Estate Fund | $9.3M | 61 | FRANK, RIMMERMAN & CO. LLP |
| B CAPITAL WATERMARK 2024 FUND LP | Real Estate Fund | $9M | 76 | FRANK, RIMERMAN & CO. LLP |
| B CAPITAL WATERMARK 2024 FUND LP | Real Estate Fund | $9M | 76 | FRANK, RIMERMAN & CO. LLP |
| B CAPITAL WATERMARK 2024 FUND LP | Real Estate Fund | $9M | 76 | FRANK, RIMERMAN & CO. LLP |
| B CAPITAL FUND II, LLC | Real Estate Fund | $8.5M | 68 | FRANK, RIMERMAN & CO. LLP |
| B CAPITAL FUND II, LLC | Real Estate Fund | $8M | 68 | FRANK, RIMERMAN & CO. LLP |
| B CAPITAL FUND II, LLC | Real Estate Fund | $8M | 68 | FRANK, RIMERMAN & CO. LLP |
| B CAPITAL FUND II, LLC | Real Estate Fund | $8M | 68 | FRANK, RIMERMAN & CO. LLP |
| B CAPITAL WATERMARK 2022, LP | Real Estate Fund | $7.5M | 61 | FRANK, RIMMERMAN & CO. LLP |
Fund NameB CAPITAL FUND I, LLC
TypeOther Private Fund
GAV$16.2M
Investors100
AuditorFRANK, RIMERMAN & CO. LLP
Fund NameB CAPITAL FINTECH GROWTH FUND, LP
TypePrivate Equity Fund
GAV$14.8M
Investors100
AuditorFRANK, RIMERMAN & CO. LLP
Fund NameB CAPITAL FINTECH GROWTH FUND, LP
TypePrivate Equity Fund
GAV$14.3M
Investors100
AuditorFRANK, RIMERMAN & CO. LLP
Fund NameB CAPITAL FINTECH GROWTH FUND, LP
TypePrivate Equity Fund
GAV$14.3M
Investors100
AuditorFRANK, RIMERMAN & CO. LLP
Fund NameB CAPITAL FINTECH GROWTH FUND, LP
TypePrivate Equity Fund
GAV$14.3M
Investors100
AuditorFRANK, RIMERMAN & CO. LLP
Fund NameB CAPITAL FUND I, LLC
TypeOther Private Fund
GAV$12.9M
Investors100
AuditorFRANK, RIMERMAN & CO. LLP
Fund NameB CAPITAL FUND I, LLC
TypeOther Private Fund
GAV$12.9M
Investors100
AuditorFRANK, RIMERMAN & CO. LLP
Fund NameB CAPITAL FUND I, LLC
TypeOther Private Fund
GAV$12.9M
Investors100
AuditorFRANK, RIMERMAN & CO. LLP
Fund NameB CAPITAL WATERMARK 2023, LP (AI)
TypeReal Estate Fund
GAV$12.7M
Investors100
AuditorFRANK, RIMERMAN & CO. LLP
Fund NameB CAPITAL WATERMARK 2023, LP (AI)
TypeReal Estate Fund
GAV$12.7M
Investors100
AuditorFRANK, RIMERMAN & CO. LLP
Fund NameB CAPITAL WATERMARK 2023, LP (AI)
TypeReal Estate Fund
GAV$12.7M
Investors100
AuditorFRANK, RIMERMAN & CO. LLP
Fund NameB CAPITAL WATERMARK 2023 QP, LP
TypeReal Estate Fund
GAV$12.3M
Investors60
AuditorFRANK, RIMERMAN & CO. LLP
Fund NameB CAPITAL WATERMARK 2023 QP, LP
TypeReal Estate Fund
GAV$12.3M
Investors60
AuditorFRANK, RIMERMAN & CO. LLP
Fund NameB CAPITAL WATERMARK 2023 QP, LP
TypeReal Estate Fund
GAV$12.3M
Investors60
AuditorFRANK, RIMERMAN & CO. LLP
Fund NameB CAPITAL WATERMARK 2023, LP (AI)
TypeReal Estate Fund
GAV$11.6M
Investors100
AuditorFRANK, RIMERMAN & CO. LLP
Fund NameB CAPITAL WATERMARK 2023 QP, LP
TypeReal Estate Fund
GAV$9.7M
Investors60
AuditorFRANK, RIMERMAN & CO. LLP
Fund NameB CAPITAL WATERMARK 22
TypeReal Estate Fund
GAV$9.3M
Investors61
AuditorFRANK, RIMMERMAN & CO. LLP
Fund NameB CAPITAL WATERMARK 2024 FUND LP
TypeReal Estate Fund
GAV$9M
Investors76
AuditorFRANK, RIMERMAN & CO. LLP
Fund NameB CAPITAL WATERMARK 2024 FUND LP
TypeReal Estate Fund
GAV$9M
Investors76
AuditorFRANK, RIMERMAN & CO. LLP
Fund NameB CAPITAL WATERMARK 2024 FUND LP
TypeReal Estate Fund
GAV$9M
Investors76
AuditorFRANK, RIMERMAN & CO. LLP
Fund NameB CAPITAL FUND II, LLC
TypeReal Estate Fund
GAV$8.5M
Investors68
AuditorFRANK, RIMERMAN & CO. LLP
Fund NameB CAPITAL FUND II, LLC
TypeReal Estate Fund
GAV$8M
Investors68
AuditorFRANK, RIMERMAN & CO. LLP
Fund NameB CAPITAL FUND II, LLC
TypeReal Estate Fund
GAV$8M
Investors68
AuditorFRANK, RIMERMAN & CO. LLP
Fund NameB CAPITAL FUND II, LLC
TypeReal Estate Fund
GAV$8M
Investors68
AuditorFRANK, RIMERMAN & CO. LLP
Fund NameB CAPITAL WATERMARK 2022, LP
TypeReal Estate Fund
GAV$7.5M
Investors61
AuditorFRANK, RIMMERMAN & CO. LLP