Bcs Private Wealth Management

Asset Manager SEC-registered adviser

Legal name: Bernard Caroli Wealth Management Inc.

Rumson, NJ Website

AUM

$469.7M
Regulatory AUM

Private funds

2
Other 2

Private fund assets

$17.9M
Gross asset value

Employees

6

Last Form D raise

Nov 2025
Most recent fund filing

From SEC Form ADV filing (filed Feb 12, 2026). View on SEC

People(4)

Owners and executive officers named on the firm's SEC Form ADV.

C
Christopher Bernard
Chief Compliance Officer, Director, Vice President, Shareholder
Source: SEC Form ADV
C
Craig Cummings
Director and Shareholder
Source: SEC Form ADV
D
David Schiff
Director, Secretary and Shareholder
Source: SEC Form ADV
J
John Caroli
Director, President and Shareholder
Source: SEC Form ADV

Funds(2)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Bcs Family Fund II, LPOther$1.5M——Nov 2025Warm
Bcs Family Fund, LPOther$16.4M——Mar 2023Cold

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
174761
SEC file number
801-89173

Sources