Wellfull

Wellfull is a private equity manager in Harleysville, PA. It is registered with the SEC as an investment adviser with $866.4M in regulatory assets and 14 staff. It has 1 fund on file, the latest reported in March 2023.

Funds on file
1
Raised, all funds
$1.1M
Regulatory assets
$866.4M
Staff
14
Pension investors
None found
See the adviser's own filing →

Latest fund filing

Funds

DateFundTypeRaisedTarget

Adviser record

RegistrationRegistered with the SEC as an investment adviser.
Regulatory assets$866.4M
Employees14
Clients495 individuals, 289 wealthy individuals, 9 companies and 8 private funds.
Control personsNicholas, Anthony Bernardo, Matthew, Ryan Rittenhouse.
Private funds7 private funds holding $71.2M in gross assets.

Private funds it reports

FundTypeGross assets
B Capital Fund I Other $16.2M
B Capital Fintech Growth Fund Private equity $14.8M
B Capital Watermark 2023, LP (AI) Real estate $11.6M
B Capital Watermark 2023 QP Real estate $9.7M
B Capital Watermark 22 Real estate $9.3M
B Capital Fund II Real estate $8.5M
B Capital Make Plays Media Fund Private equity $1.1M