Allocator Index · CRD 288705

WELLFULL

Harleysville, PA · 267-500-1080 · youtube.com/channel/ucsuck9bdu5nmjq8dowrm3fw

SEC IAPD record ↗

Fit score

90

  • real_estate_fund+40
  • aum $250M-$3.0B+22
  • hnw>=200+20
  • employees 3-60+8

HNW clients

289

Other individuals

495

HNW assets

$662.2M

Total AUM

$866.4M

Employees

14

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

FundTypeGross asset value
B CAPITAL WATERMARK 2023, LP (AI)Real Estate Fund$12.6M
B CAPITAL WATERMARK 2023 QP, LPReal Estate Fund$12.2M
B CAPITAL WATERMARK 2024 FUND LPReal Estate Fund$8.9M
B CAPITAL WATERMARK 2022, LPReal Estate Fund$7.4M
B CAPITAL FUND II, LLCReal Estate Fund$7.4M
B CAPITAL FINTECH GROWTH FUND, LPPrivate Equity Fund$13.7M
B CAPITAL FUND I, LLCOther Private Fund$13.1M
B CAPITAL MAKE PLAYS MEDIA FUND, LPPrivate Equity Fund$1.1M