Wellfull

Private equity

Wellfull is a private equity firm based in Harleysville, PA, United States, registered as an investment adviser with the SEC. It reports 8 private funds to the SEC.

SEC CIK: 0001765595
CRD: 288705

Headquarters: Harleysville, PA, United States
Funds: 8
Fund assets: $76.5M
Legal name: Bernardo Wealth Planning, LLC

Portfolio companies0

Sectors—

Private funds8

Funds

8 named of 8 reported

B Capital Fund I, LLCSource: [SEC]Other—$16.2M
B Capital Fintech Growth Fund, LPSource: [SEC]Private equity—$14.8M
B Capital Watermark 2023, LP (AI)Source: [SEC]Real estate—$11.6M
B Capital Watermark 2023 QP, LPSource: [SEC]Real estate—$9.7M
B Capital Watermark 22Source: [SEC]Real estate—$9.3M
B Capital Fund Ii, LLCSource: [SEC]Real estate—$8.5M
B Capital Make Plays Media Fund, LPSource: [SEC]Private equity—$1.1M
B Capital Core Real Estate Fund, LPSource: [SEC]Real estate—Undisclosed

People

No people recorded for Wellfull yet. US regulatory filings name the firm but rarely its partners.

Portfolio

No investments recorded for Wellfull yet. US regulatory filings name the firm but never its portfolio companies — that data is contributed.

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