B Capital Fund I, LLC
Other Private FundFund ID 805-9477377618Delaware, United States
Gross assets
$13.1M
Min. investment
$20K
Beneficial owners
100
Size rank
Top 75%
Audited
Yes
Structure
Standalone
About this fund
B Capital Fund I, LLC is a other private fund managed by Bernardo Wealth Planning, LLC. The fund reports $13.1 million in gross assets, placing it among the top 75% of private funds by size. The stated minimum investment is $20,000. Its financial statements are audited annually. Private funds are not required to publicly disclose returns; Form ADV reports assets, structure, and service providers, shown above.
Fund details
| Fund ID | 805-9477377618 |
| Fund type | Other Private Fund — PRIVATE EQUITY, REAL ESTATE AND VENTURE |
| 3(c)(1) exclusion | Yes |
| 3(c)(7) exclusion | No |
| Master fund | No |
| Feeder fund | No |
| Fund of funds | Yes |
| Relies on exemption from registration | Yes |
| Annual audit | Yes |
| Prepared per GAAP | Yes |
| Sub-advised | No |
| Sales limited to qualified investors | No |
| % of assets independently valued | 0% |
Other funds from this manager
| Fund | Type | Gross assets |
|---|---|---|
| B Capital Fintech Growth Fund, LP | Private Equity | $13.7M |
| B Capital Watermark 2023, LP (ai) | Real Estate | $12.6M |
| B Capital Watermark 2023 Qp, LP | Real Estate | $12.2M |
See all 7 funds from this manager — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How large is B Capital Fund I, LLC?
B Capital Fund I, LLC reports $13.1 million in gross assets, among the top 75% of private funds by size.
What is the minimum investment for B Capital Fund I, LLC?
The stated minimum investment is $20,000.
Who manages B Capital Fund I, LLC?
B Capital Fund I, LLC is managed by Bernardo Wealth Planning, LLC.
Does B Capital Fund I, LLC disclose returns?
No. Private funds are not required to publicly disclose performance. Form ADV reports assets, structure, and service providers.
Manager
B
Harleysville, PA
Service providers
Prime broker
None reported
Custodian
None reported
Administrator
Auditor
Reported gross assets
$13.1M▼ 19%
Jan '25Form ADV, monthlyJun '26
How this fund compares
Gross assetsTop 75%
Larger than 25% of 67,041 private funds
Gross assets vs Other Private FundsTop 77%
Larger than 23% of 8,892 other private funds
Minimum investmentTop 93%
Higher than 7% of funds reporting a minimum
Investor base
Adviser & related persons6%
Funds of funds%
Non-U.S. persons%
Share of the fund's beneficial ownership reported on Form ADV. Categories can overlap.