CZECH ASSET MANAGEMENT, L.P.

RIASEC RegisteredEst. 2011
Total AUM
$1.5B
Discretionary
$1.5B
100% of AUM
Avg account
$211M
Accounts
7
Employees
9
Advisory reps
3

Firm details

Headquarters
STAMFORD, Connecticut
CRD number
159308
Registered since
October 24, 2011
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Czech Asset Management, L.P. is a limited partnership that operates as a private equity fund manager and sponsor, focused on managing pooled investment vehicles for institutional clients. The firm is SEC-registered since 2011 and runs a fee model that combines a percentage-of-AUM charge with performance-based fees, which aligns compensation with fund-level returns. Its advisory activity centers on portfolio management for pooled vehicles and the firm serves as sponsor, general partner or managing member on those vehicles, indicating direct involvement in deal selection, portfolio construction and governance. Investment activity is concentrated in private equity strategies, supported by allocations to third-party alternative managers in hedge funds and private credit. Czech Asset Management does not list ESG as an active investment driver. The firm’s structure and fee model suggest it pursues conventional private equity return profiles while using external alternative strategies to complement or hedge exposures.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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

2 of 2
  • GERALD CUMMINS

    Chief Compliance OfficerCRD 1322563

  • STEPHEN OGILVY

    Chief Financial OfficerCRD 6172122

Contacts

1 of 1
  • STEPHEN CZECH

    Managing PartnerCRD 3090343

Wealth teams

FINTRX

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

STAMFORD, CT

FAIRFIELD

Location

STAMFORD, CT

Headquartered in STAMFORD, CT, 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
FAIRFIELD
Address
750 Washington Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth