Family Office / MFO SEC Form ADV 7.B Roadshow Hub: Harleysville, PA HQ: Harleysville, PA

Bernardo Wealth Planning, LLC

Name: Bernardo Wealth Planning, LLC Historical Private Markets Disclosure Dataset (2026)
Creator: Prilago
License: https://prilago.com/terms

$0.6B Total AUM · Institutional LP profile covering 7 historical fund disclosure records ($71.2M parsed USD across disclosed rows) across disclosed strategy exposure in Real Estate, Buyout, Fund of Funds (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records

5 Open Source Trails Below

Sum of Disclosed Rows

$71.2M

Total AUM: $0.6B

Median Disclosed Amount

$9.7M

Range: $1.1M – $16.2M

Disclosed Fund Multiples

IRR / TVPI Not Disclosed (0/7)

1 Gatekeepers · 3 Disclosed Strategies

SEC Form ADV Section 7.B Disclosure Note: Form ADV Schedule D Section 7.B.(1) lists private funds advised or managed by the registered investment adviser (reporting gross asset value) rather than necessarily direct proprietary balance-sheet LP commitments, and Form ADV does not disclose fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — Bernardo Wealth Planning, LLC

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 7 total tracked records (+2 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle	Strategy	Fund Vintage	Advised Vehicle GAV	Disclosed Performance	Primary Source Trail
B Capital Fund I, LLCAdviser 7.B Vehicle	Fund of Funds	2024	$16.2M Adviser-managed fund GAV · As of September 2024	Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule	Inspect Source · SEC Form ADV 7.B
B Capital Fintech Growth Fund, LPAdviser 7.B Vehicle	Buyout	2024	$14.8M Adviser-managed fund GAV · As of September 2024	Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule	Inspect Source · SEC Form ADV 7.B
B Capital Watermark 22Adviser 7.B Vehicle	Real Estate	2024	$9.3M Adviser-managed fund GAV · As of September 2024	Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule	Inspect Source · SEC Form ADV 7.B
B Capital Fund II, LLCAdviser 7.B Vehicle	Real Estate	2024	$8.5M Adviser-managed fund GAV · As of September 2024	Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule	Inspect Source · SEC Form ADV 7.B
B Capital Make Plays Media Fund, LPAdviser 7.B Vehicle	Buyout	2024	$1.1M Adviser-managed fund GAV · As of September 2024	Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule	Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Bernardo Wealth Planning, LLC

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (1) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (2) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Bernardo Wealth Planning, LLC

1 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Bernardo Wealth Planning, LLC (1 shared vehicles tracked; showing top 1 bilateral overlaps).

Explore Paths in Interactive Demo

1. Shared Fund Exposure: Documented for both LPs

2. LPAC Seat Overlap: Not disclosed in filings

3. Personal Relationship: Unknown (customer-supplied)

4. Intro Willingness: Unconfirmed potential path

#1 Shared-Fund Peer 1 Shared Vehicle

New Jersey Division of Investment

Public Pension Plan New York / Tri-State

Resolved Shared Vehicle Recent Fund Cycle (2020–2026)

B Capital Fund II (2020 Vintage)

Bernardo Wealth Planning, LLC: $8.5M (Adviser-Managed GAV (Form ADV 7.B)) · SEC Form ADV 7.B

New Jersey Division of Investment: $50.0M · CAFR / Board Packet (New Jersey Division of Investment, 2020 ACFR, p. 136)

Potential introduction path · LPAC unconfirmed View LP Profile →

Pre-Launch Pilot Mode · Early-Access Waitlist

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You are viewing 5 open public preview records (out of 7 total tracked records for Bernardo Wealth Planning, LLC) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

All 7 tracked historical disclosure records (+2 gated rows) & field-level provenance
Bilateral Shared-Fund Co-Investor Graph (1 connected LPs)
Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
Retained gatekeeper consultants (1), investment contacts (2) & CRM export

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Strategies Disclosed by Bernardo Wealth Planning, LLC

Real Estate LPs →Buyout LPs →Fund of Funds LPs →

Frequently Asked Questions: Bernardo Wealth Planning, LLC

What type of institutional allocator is Bernardo Wealth Planning, LLC and what is their typical disclosed ticket size?

Bernardo Wealth Planning, LLC is categorized under Family Office / MFO (Regional Roadshow Hub: Harleysville, PA; Headquarters: Harleysville, PA). Across 7 historical disclosure records tracked on Prilago ($71.2M total parsed USD across disclosed rows), the median disclosed amount is $9.7M (range: $1.1M to $16.2M).

Which private-market strategies appear in Bernardo Wealth Planning, LLC's public disclosures?

Bernardo Wealth Planning, LLC has disclosed records across Real Estate, Buyout, Fund of Funds. Open preview records include B Capital Fund I, LLC (2024 Vintage), B Capital Fintech Growth Fund, LP (2024 Vintage), B Capital Watermark 22 (2024 Vintage), B Capital Fund II, LLC (2024 Vintage).

How are Bernardo Wealth Planning, LLC's historical records substantiated and separated from active searches on Prilago?

Records for Bernardo Wealth Planning, LLC cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Bernardo Wealth Planning, LLC's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/bernardo-wealth-planning-llc or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Bernardo Wealth Planning, LLC?

In Prilago's bilateral commitment graph, Bernardo Wealth Planning, LLC shares resolved underlying fund vehicles with 1 institutional LPs across 1 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include New Jersey Division of Investment (1 shared vehicle, e.g. B Capital Fund II (2020 Vintage)).

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