| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| B Capital Fintech Growth Fund, LP | Private Equity | $14.3M | $20K |
| B Capital Fund I, LLC | Other Private | $12.9M | $20K |
| B Capital Watermark 2023, LP (ai) | Real Estate | $12.7M | $5K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Ashleigh Cooper Swayze Control | Chief Compliance Officer | Under 5% | 2025 |
| Nicholas Anthony Bernardo Control | Managing Partner | Over 75% | 2017 |
| Tiffany Ann Benfield | Chief Operating Officer | Under 5% | 2025 |
Bernardo Wealth Planning, LLC reports $755.9 million in regulatory assets under management on its Form ADV.
Bernardo Wealth Planning, LLC manages 8 private funds with combined gross assets of $77.7 million.
Bernardo Wealth Planning, LLC reports 10 employees.
Bernardo Wealth Planning, LLC is based in Harleysville, PA and has been SEC-registered since 2017.
Bernardo Wealth Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 272 Ruth Road, Harleysville, PA 19438 |
| Phone | 267-500-1080 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1765595 |
| Discloses disciplinary history | No |
| Discretionary | $755.9M |
| Non-discretionary | $0 |
| Total (RAUM) | $755.9M |