BACKCAST PARTNERS MANAGEMENT LLC

RIASEC RegisteredEst. 2019
Total AUM
$864M
Discretionary
$864M
100% of AUM
Avg account
$66.5M
Accounts
13
Employees
16
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
291785
Registered since
February 11, 2019
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Backcast Partners Management LLC is an institutional-focused investment manager that operates as a securitized asset fund and as a sponsor/manager of pooled vehicles. The firm registers with the SEC (since 2019) and presents itself as a CPO/CTA with advisory mandates centered on portfolio management for pooled investment vehicles and for businesses or institutions. Its fee model includes percentage-of-AUM, performance-based fees and other fee arrangements, reflecting both traditional asset-management billing and incentive alignment for select strategies. The firm does not position itself as an active ESG investor and is not a multi-state adviser. While it is not labeled as a capital allocator, its regulatory filings and structure show it acting as a manager and sponsor/GP for a set of pooled funds and securitized asset strategies. Institutional clients drive the business, and the firm’s activities indicate a focus on structured and pooled solutions rather than retail wealth management.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • ROBERT CZESAK

    Chief Financial OfficerCRD 4840783

Contacts

3 of 3
  • EDWARD CERNY IV

    Managing Partner & Co-FounderCRD 2481404

  • DAVID PETRUCCO

    Managing Partner & Co-FounderCRD 3158817

  • MARK GUDIS

    Managing PartnerCRD 4650183

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
950 Third Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth