| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Bcs Family Fund, LP | Other Private | $13.1M | $500K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Paul Bernard Control | Chief Compliance Officer, Director, Vice President, Shareholder | 25-50% | 2009 |
| Craig David Cummings Control | Director And Shareholder | 25-50% | 2018 |
| David Baker Schiff | Director, Secretary And Shareholder | 10-25% | 2009 |
Bernard Caroli Wealth Management Inc. reports $405.9 million in regulatory assets under management on its Form ADV.
Bernard Caroli Wealth Management Inc. manages 1 private funds with combined gross assets of $13.1 million.
Bernard Caroli Wealth Management Inc. reports 6 employees.
Bernard Caroli Wealth Management Inc. is based in Rumson, NJ and has been SEC-registered since 2015.
Bernard Caroli Wealth Management Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 47 West River Road, Suite B, Rumson, NJ 07760 |
| Phone | 732-291-7272 |
| Fax | 732-289-9259 |
| Office hours | 9 a.m. To 5 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
| Discretionary | $405.8M |
| Non-discretionary | $103K |
| Total (RAUM) | $405.9M |