Bernardo Wealth Planning is a fund manager in Harleysville with $503.43 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
SEC CIK
IRS number
812605660
SEC advisor number
801-110661
FINRA CRD number
288705
AUM ?
$499.55 mm
(as of 5 Oct 23)
Accounts
1,642
(as of 5 Oct 23)
Employees
10
(6 investment advisory or research)
Address
Bernardo Wealth Planning
464 MAIN STREET
HARLEYSVILLE
PA 19438
464 MAIN STREET
HARLEYSVILLE
PA 19438
Phone
2675001080
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Bernardo Wealth Planning, LLC | $503.43 mm | |
B Capital Core Real Estate Fund, LP | $10.89 mm | Real Estate Fund |
B Capital Fintech Growth Fund, LP | $9.40 mm | Private Equity Fund |
B Capital Fund I, LLC | $21.20 mm | Other Private Fund |
B Capital Fund II, LLC | $6.44 mm | Real Estate Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
25 Jan 24
13F-HR
Quarterly holdings report by institutional manager
30 Oct 23
13F-HR
Quarterly holdings report by institutional manager
21 Jul 23
13F-HR
Quarterly holdings report by institutional manager
5 May 23
13F-HR
Quarterly holdings report by institutional manager
30 Jan 23
13F-HR
Quarterly holdings report by institutional manager
24 Oct 22
13F-HR
Quarterly holdings report by institutional manager
29 Jul 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
6 May 22
13F-HR
Quarterly holdings report by institutional manager
28 Apr 22
13F-HR
Quarterly holdings report by institutional manager
27 Jan 22