Search
⚲

Type	Result	AUM

B Capital Watermark 2023 LP AI
Firm	Bernardo Wealth Planning LLC ✚
Fund #	805-8834534578
CIK #	0001966222
Sale	2023-06-16 (12.5 M Offered, 10.5 M Sold)
Fund	Real Estate Fund
Phone	2675001080
Address	272 Ruth Road Harleysville, Pennsylvania 19438
Source	[EDGAR] [IAPD]

Fund AUM and Sold ($M)

Fund Details
Director	B Capital Watermark 2023 GP LLC
Custodian
Auditor	Frank Rimerman & Co LLP
Marketer
Broker
Jurisdiction

Form D Offering
Filed	2023-06-27 (D)
Exemption	506(b)
Minimum	$100,000
Remaining	$2,045,000
Duration	More than one year
Revenue	Decline to Disclose
Investors	100

Directors	Role	2011 - 2026
Nicholas Bernardo	Executive Officer
B Capital Watermark 2023 GP LLC	Director

{"search": "/search", "clicked": "/clicked", "portfolio_add": "/portfolio-add", "portfolio_remove": "/portfolio-remove", "portfolio_create": "/portfolio-create", "portfolio_activate": "/portfolio-activate", "portfolio_delete": "/portfolio-delete", "portfolio_rename": "/portfolio-rename", "portfolio_color": "/portfolio-color", "home_filter": "/home-filter", "htmlspeed": "/htmlspeed", "add_tag_firm": "/add-tag-firm", "add_tag_click": "/add-tag-click", "copy_aum": "/copy-aum", "stripe_checkout": "/stripe-checkout", "stripe_subscribe": "/stripe-subscribe", "update_card": "/update-card"}

{"uid": 219618830, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}

False

329737326