Allocator Index · CRD 174761

BCS PRIVATE WEALTH MANAGEMENT

Rumson, NJ · 732-291-7272 · bc-wm.com

SEC IAPD record ↗

Fit score

76

  • aum $250M-$3.0B+22
  • any_private_fund+22
  • hnw>=75+16
  • hnw_majority+8
  • employees 3-60+8

HNW clients

118

Other individuals

95

HNW assets

$387.9M

Total AUM

$469.7M

Employees

6

Private funds advised

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

FundTypeGross asset value
BCS FAMILY FUND, LPOther Private Fund$16.4M
BCS FAMILY FUND II, LPOther Private Fund$1.5M