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Type	Result	AUM

Nicholas Bernardo
Firm	Bernardo Wealth Planning LLC
Address	272 Ruth Road Harleysville, PA 19438
Source

Associated Funds	Form D	Role	2011 - 2026	Raised	AUM
Bernardo Wealth Planning LLC
B Capital Watermark 2024 Fund LP	021-514812	Executive Officer		8.5 M of 10.0 M	8.9 M
B Capital Make Plays Media Fund LP	021-476589	Executive Officer		1.1 M of 1.5 M	1.1 M
B Capital Watermark 2023 LP AI	021-485321	Executive Officer		10.5 M of 12.5 M	12.6 M
B Capital Watermark 2023 QP LP	021-485318	Executive Officer		9.3 M of 12.5 M	12.2 M
B Capital Watermark 2022 LP	021-431674	Executive Officer			7.4 M
B Capital Fintech Growth Fund LP	021-436026	Executive Officer			13.7 M
B Capital Core Real Estate Fund LP	021-363310	Executive Officer
B Capital Fund II LLC	021-382281	Executive Officer			7.4 M
B Capital Fund I LLC	021-325732	Executive Officer			13.1 M
B Capital Watermark 2025 Fund LP	021-538776	Executive Officer		9.1 M of 12.0 M
Vivoaquatics Inc	021-471671	Director		2.0 M of 2.0 M

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