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BACKCAST PARTNERS MANAGEMENT LLC
CRD 291785File 801-114757
APPROVED
Custody
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$864.4M
Above cohort median (national)
Discretionary AUM
$864.4M
Clients
13
13 accounts
Employees
16
Above cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Feb 11, 2019
- Principal office
- 950 THIRD AVENUE 20TH FL, NEW YORK, NY, 10022
- Phone
- 9735127487
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $864.4M
- Discretionary AUM
- $864.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 13
- Non-discretionary accounts
- 0
- Total accounts
- 13
- AUM per client
- $66.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 13 | $864.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — ADVISOR TRANSACTIONS FEES
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11C2
- Q11C4
- Q11C5
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 12 | 16 | increased by4 |
| Apr 1, 2026 | AUM | $854,570,437 | $864,371,698 | increased by$9,801,261 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 8 | 12 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $352,449,094 | $854,570,437 | increased by$502,121,343 |
| Apr 1, 2022 | Clients | 12 | 13 | increased by1 |
| Apr 1, 2022 | AUM | $382,341,631 | $352,449,094 | decreased by$29,892,537 |
| Apr 1, 2022 | Accounts | 12 | 13 | increased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BACKCAST PARTNERS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BACKCAST PARTNERS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.