Investment adviser · CRD 174761

BCS PRIVATE WEALTH MANAGEMENT

Investment adviser filing (IA)

BERNARD CAROLI WEALTH MANAGEMENT INC.

RUMSON, NJ, United States · Form ADV filed Feb 12, 2026

Regulatory AUM: $470M
Client accounts: 580
Employees: 6
Advisory professionals: 4

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	118	$387,902,993	82.6%
Individuals	95	$34,566,413	7.4%
Pooled investment vehicles	2	$17,923,016	3.8%
Corporations & businesses	7	$15,514,803	3.3%
Charities	Fewer than 5	$13,767,230	2.9%

Filing source

Form ADV 2050767 · Feb 12, 2026 · Item 5.D

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

Private funds & service providers

2 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

BCS FAMILY FUND, LPOther Private Fund · Last reported Feb 12, 2026$16.4MGross asset value

Form D fundraising filings

BCS Family Fund LP

Fund administrator CARTA INVESTOR SERVICES, INC SAN FRANCISCO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor RICHEY, MAY & CO., LLP ENGLEWOOD, Colorado, United States

Custodian CHARLES SCHWAB & CO., INC. WESTLAKE, Texas, United States Related to adviser: No

Custodian WELLS FARGO SECURITIES, LLC CHARLOTTE, North Carolina, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

RICHEY, MAY & CO., LLP
PCAOB 673

CHARLES SCHWAB & CO., INC.
SEC 8-16514

WELLS FARGO SECURITIES, LLC
SEC 8-65876

Fund details & source

Fund ID: 805-8919613483
Reported beneficial owners: 42
Minimum commitment: $50K
Form D file number: 021-475323

Form ADV 2050767 · Feb 12, 2026 · Schedule D 7.B.(1)

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

BCS FAMILY FUND II, LPOther Private Fund · Last reported Feb 12, 2026$1.54MGross asset value

Form D fundraising filings

BCS Family Fund II LP

Fund administrator CARTA INVESTOR SERVICES, INC SAN FRANCISCO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor RICHEY, MAY & CO., LLP ENGLEWOOD, Colorado, United States

Custodian J.P. MORGAN SECURITIES LLC NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

RICHEY, MAY & CO., LLP
PCAOB 673

J.P. MORGAN SECURITIES LLC
SEC 8-35008

Fund details & source

Fund ID: 805-9959178991
Reported beneficial owners: 8
Minimum commitment: $250K
Form D file number: 021-564837

Form ADV 2050767 · Feb 12, 2026 · Schedule D 7.B.(1)

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

Services & filing details

Most recent filing: Feb 12, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Hourly

Principal office

47 WEST RIVER ROAD, SUITE B
RUMSON, NJ, 07760, United States

CRD 174761

Filing source

Form ADV 2050767 · Feb 12, 2026 · Items 1 & 5

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