Form D · Private Equity Fund

B Capital Watermark 2023 Fund LP

Harleysville, PA · CIK 0001966222

Offering snapshot reported Jun 27, 2023 · SEC filing

Reported sold
$10.5M
Offering amount: $12.5M
Investors reported
87
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Jun 16, 2023
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jun 27, 2023Initial$10,455,000No comparison87SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-485321

Source: Form D, filed Jun 27, 2023. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

B CAPITAL WATERMARK 2023, LP (AI)

Investment adviser: BERNARDO WEALTH PLANNING, LLC

Gross asset value
$12.6M
Beneficial owners
100
ADV minimum commitment
$5K

Reported in Form ADV on Mar 11, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator STANDISH MANAGEMENT LEHI, Utah, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor FRANK, RIMERMAN & CO. LLP SAN JOSE, California, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No

FRANK, RIMERMAN & CO. LLP
PCAOB 274

Filing source

Form ADV 2042235 · Mar 11, 2026 · Schedule D 7.B.(1), fund 805-8834534578

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
B Capital Watermark 2023 Gp, Llc Director, Promoter
Nicholas Bernardo Director, Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
272 Ruth Road
Harleysville, PA, 19438