Form D · Other Investment Fund

BCS Family Fund LP

Rumson, NJ · CIK 0001968677

Offering snapshot reported Mar 9, 2023 · SEC filing

Reported sold
$0
Indefinite offering
Investors reported
0
Form D · investor count
Minimum accepted
$500K
Reported outside-investor minimum
First sale
Jan 31, 2022
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 9, 2023Initial$0No comparison0SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-475323

Source: Form D, filed Mar 9, 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

BCS FAMILY FUND, LP

Investment adviser: BERNARD CAROLI WEALTH MANAGEMENT INC.

Gross asset value
$16.4M
Beneficial owners
42
ADV minimum commitment
$50K

Reported in Form ADV on Feb 12, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

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

Filing source

Form ADV 2050767 · Feb 12, 2026 · Schedule D 7.B.(1), fund 805-8919613483

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
Chris Bernard Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
47 West River Road Suite B
Rumson, NJ, 07780