Wellfull
Asset Manager SEC-registered adviser
Legal name: Bernardo Wealth Planning, LLC
Harleysville, PA Website
AUM
$866.4M
Regulatory AUM
Private funds
8
Real Estate 5 · Private Equity 2 · Other 1
Private fund assets
$76.5M
Gross asset value
Employees
14
Last Form D raise
May 2024
Most recent fund filing
From SEC Form ADV filing (filed Mar 11, 2026). View on SEC
People(1)
Owners and executive officers named on the firm's SEC Form ADV.
N
Funds(8)
Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.
| Fund | Type | Gross assets | Raised (Form D) | Investors | Last Form D | Recency |
|---|---|---|---|---|---|---|
| B Capital Watermark 2024 Fund LP | Real Estate | $8.9M | $8.5M | 65 | May 2024 | Cold |
| B Capital Watermark 2023, LP (AI) | Real Estate | $12.6M | $10.5M | 87 | Jun 2023 | Cold |
| B Capital Watermark 2023 Qp, LP | Real Estate | $12.2M | $9.3M | 47 | Jun 2023 | Cold |
| B Capital Make Plays Media Fund, LP | Private Equity | $1.1M | $1.1M | 37 | Mar 2023 | Cold |
| B Capital Fintech Growth Fund, LP | Private Equity | $13.7M | — | — | Mar 2022 | Cold |
| B Capital Watermark 2022, LP | Real Estate | $7.4M | — | — | Feb 2022 | Cold |
| B Capital Fund II, LLC | Real Estate | $7.4M | — | — | Dec 2020 | Cold |
| B Capital Fund I, LLC | Other | $13.1M | — | — | Nov 2018 | Cold |
Board seats
Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.
No board seats matched from SEC filings yet.
Regulatory identifiers
- CRD number
- 288705
- SEC file number
- 801-110661
- CIK
- 1765595
Sources
- SEC Form ADV Oct 14, 2026