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Type	Result	AUM ($B)

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

Directors	2011 - 2025
Nicholas Bernardo
B Capital Watermark 2023 GP LLC

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