BERNARDO WEALTH PLANNING, LLC of HARLEYSVILLE, PA is an SEC-registered investment adviser (CRD 288705). Regulatory assets under management: $866.4M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Ashleigh Cooper Swayze | CHIEF COMPLIANCE OFFICER | — |
| Nicholas Anthony Bernardo | MANAGING PARTNER | — |
| Tiffany Ann Benfield | CHIEF OPERATING OFFICER | — |
| John Anthony Bernardo | CHIEF OPERATING OFFICER | — |
| Matthew Ryan Rittenhouse | CHIEF COMPLIANCE OFFICER | — |
| BERNARDO ANTHONY | MANAGING PARTNER; PARTNER, CFO | — |
| BERNARDO ROSE ALYSSA | PARTNER | — |
| ROTH WILLIAM JOHN | PARTNER, CCO | — |
| RITTENHOUSE MATTHEW RYAN | CHIEF COMPLIANCE OFFICER | — |
Real Estate Fund: 5 · Private Equity Fund: 2 · Other Private Fund: 1
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| B CAPITAL FINTECH GROWTH FUND, LP | Private Equity Fund | Delaware | 100 | $13.7M | $20K |
| B CAPITAL FUND I, LLC | Other Private Fund | Delaware | 100 | $13.1M | $20K |
| B CAPITAL WATERMARK 2023, LP (AI) | Real Estate Fund | Delaware | 100 | $12.6M | $5K |
| B CAPITAL WATERMARK 2023 QP, LP | Real Estate Fund | Delaware | 60 | $12.2M | $25K |
| B CAPITAL WATERMARK 2024 FUND LP | Real Estate Fund | Delaware | 76 | $8.9M | $10K |
| B CAPITAL WATERMARK 2022, LP | Real Estate Fund | Delaware | 61 | $7.4M | $100K |
| B CAPITAL FUND II, LLC | Real Estate Fund | Delaware | 68 | $7.4M | $20K |
| B CAPITAL MAKE PLAYS MEDIA FUND, LP | Private Equity Fund | Delaware | 38 | $1.1M | $25K |