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BACKCAST PARTNERS MANAGEMENT LLC

NEW YORK, NY · CRD 291785 · IAPD ↗ · backcastpartners.com · 9735127487

$864.4MRegulatory AUM
16Advisory reps
16Employees
0Clients
n/aPlanning clients
13Private funds
2States
3Disclosures
fundSegment
ApprovedSEC status

Filing changes

57
April 2026 — BACKCAST PARTNERS MANAGEMENT LLC grew from 12 to 16 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
30
April 2025 — BACKCAST PARTNERS MANAGEMENT LLC notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2025 — BACKCAST PARTNERS MANAGEMENT LLC now reports custody of client assets ($418.2M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
49
April 2024 — BACKCAST PARTNERS MANAGEMENT LLC reported RAUM up 31% ($611.2M -> $802.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.