AUMdb

B Capital Watermark 2023, Lp (Ai)

Real Estate Fund · Delaware

Advised by Bernardo Wealth Planning, Llc · reported Sep 2024

Gross asset value

$11.6M

Beneficial owners

100

Minimum investment

$5.0K

Adviser & related persons own

2%

Structure & investors

SEC fund ID
805-8834534578
Exclusion
3(c)(1), 3(c)(7)
Fund of funds
No
Owned by funds of funds
0%
Non-US ownership
0%
Adviser's clients invested
14%

Reported by the adviser in Form ADV Section 7.B.(1), filing of September 2024. Figures are as reported by the adviser and not independently verified.