DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
B••••••• P••••••• M••••••••• L••
Latest filing Mar 31, 2026
First filing on the tape Jan 29, 2019 · 17 filings
SEC status approved since Feb 11, 2019
RAUM
$864M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
16
16 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
13
reported on Schedule D
History
17 filings and snapshots on the tape
RAUM$864M as of Mar 31, 2026
Apr 30, 2020$286M then
HNW client RAUM$0 as of Mar 31, 2026
Apr 30, 2020$0 then
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Apr 30, 20200 then
Employees (5.A)16 as of Mar 31, 2026
Apr 30, 20207 then
Private funds13 as of Mar 31, 2026
Apr 30, 202010 then
RAUM +1.1% over the last fiscal year+12% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $66.5MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +1.1%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $26.3M, 1 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$864M100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 13reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $26.3M for 1 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
17 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| B••••••• C••••• O••••••••• F••• I• L••• | Other Private Fund | $122M | 92 | Feb 1, 2018 |
| B•••• 2••••• I••••• L•• | Securitized Asset Fund | $63.1M | 26 | Mar 28, 2023 |
| B••••••• C••••• O••••••••• F••• I•• L••• | Other Private Fund | $61.8M | 64 | Mar 25, 2024 |
| B••••••• C•••••••• M••• I•• L••• | Other Private Fund | $27.0M | 7 | Mar 23, 2020 |
| B••••••• C•••••••• A••••••• S••••••••• L••• | Other Private Fund | $25.1M | 1 | Mar 25, 2024 |
| B••••••• C•••••••• M••• I••• L••• | Other Private Fund | $21.7M | 7 | Mar 23, 2020 |
| B••••••• C•••••••• J•••••• H•••••• L••• | Other Private Fund | $19.7M | 1 | Mar 25, 2024 |
| B••••••• C•••••••• M••• I•• L••• | Other Private Fund | $17.9M | 7 | Mar 30, 2022 |
| B••••••• C•••••••• S•••••• L••• | Other Private Fund | $3.3M | 7 | Jan 29, 2019 |
| B•••• I••••••••• P••••••• L•• | Securitized Asset Fund | $1.4M | 25 | Mar 28, 2023 |
| B••••••• C•••••••• M•••• L••• | Other Private Fund | $710,508 | 3 | Mar 23, 2020 |
| B••••••• C•••••••• L•• C•••••••• L••• | Other Private Fund | $33,267 | 1 | Mar 30, 2021 |
| B••••••• C•••••••• S••••••• L••• | Other Private Fund | $19,963 | 14 | Feb 1, 2018 |
| B••••••• C•••••••• S•••••• V• L••• | Other Private Fund | $19,963 | 1 | Mar 23, 2020 |
| B••••••• C•••••••• S•••••• I••• L••• | Other Private Fund | $19,963 | 1 | Jan 29, 2019 |
| B••••••• C•••••••• S•••••• I•• L••• | Other Private Fund | $19,963 | 6 | Jan 29, 2019 |
| B••••••• C•••••••• S•••••• I•• L••• | Other Private Fund | $19,963 | 3 | Jan 29, 2019 |
Owners and control persons
Schedule A and B, latest filing
- C•••• I•• E•••••• C•••••• · Managing Membercontrolsince 05/2016 · owns 25% to 50%
- G••••• M••• · Managing Member/Ccocontrolsince 12/2017 · owns 25% to 50%
- P•••••••• D••••• J••• · Managing Membercontrolsince 05/2016 · owns 25% to 50%
- J••••• D••••• L•••• · Non-Managing Membercontrolsince 12/2017 · owns 25% to 50% of C••••• P••••••• M••••••••• L••
- P••••••• B••••• G•••• · Non-Managing Membercontrolsince 12/2017 · owns 25% to 50% of C••••• P••••••• M••••••••• L••
Entity owners
- C••••• P••••••• M••••••••• L•• · Non-Managing Memberdirect · owns 25% to 50%
Related persons
Schedule D 7.A
- B••••••• C••••• O••••••••• G• I•• L••bankpooled vehicle sponsorn
- B••••••• C••••• O••••••••• G•• L••bankpooled vehicle sponsorn
- C••••• P••••••• M••••••••• L••investment adviserbanknRAUM $1.2B
Advisers that list B••••••• P••••••• M••••••••• L•• as a related person
- 109534 n
Offices
Schedule D 1.F, the 25 largest
- Millburn, NJ2 employees
- Los Angeles, CA
What changed
consecutive filings, newest first
- Advisory employees · 12 to 16Mar 31, 2025 to Mar 31, 2026
- Pooled vehicle clients · 12 to 13Mar 31, 2025 to Mar 31, 2026
- Assets in custody · $0 to $26.3MMar 31, 2025 to Mar 31, 2026
- Employees · 12 to 16Mar 31, 2025 to Mar 31, 2026
- Private funds · 12 to 13Mar 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $792M to $864MMar 31, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $63.0M to $0Mar 31, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $792M to $864MMar 31, 2025 to Mar 31, 2026
- RAUM · $855M to $864MMar 31, 2025 to Mar 31, 2026
- Advisory employees · 11 to 12Apr 15, 2024 to Mar 31, 2025
- Assets in custody · unset to 0.0Apr 15, 2024 to Mar 31, 2025
- Custody of client assets · false to trueApr 15, 2024 to Mar 31, 2025
- Employees · 11 to 12Apr 15, 2024 to Mar 31, 2025
- Financial planning clients · unset to Apr 15, 2024 to Mar 31, 2025
- Other offices · 2 to 1Apr 15, 2024 to Mar 31, 2025
- Discretionary RAUM · $724M to $792MApr 15, 2024 to Mar 31, 2025
- Non-discretionary RAUM · $78.0M to $63.0MApr 15, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $724M to $792MApr 15, 2024 to Mar 31, 2025
- RAUM · $802M to $855MApr 15, 2024 to Mar 31, 2025
- Accounts · 15 to 13Mar 28, 2023 to Mar 25, 2024
- Advisory employees · 10 to 11Mar 28, 2023 to Mar 25, 2024
- Pooled vehicle clients · 14 to 12Mar 28, 2023 to Mar 25, 2024
- Employees · 10 to 11Mar 28, 2023 to Mar 25, 2024
- Private funds · 14 to 12Mar 28, 2023 to Mar 25, 2024
- Discretionary RAUM · $533M to $724MMar 28, 2023 to Mar 25, 2024
- Pooled vehicle RAUM · $533M to $724MMar 28, 2023 to Mar 25, 2024
- RAUM · $611M to $802MMar 28, 2023 to Mar 25, 2024
- Accounts · 13 to 15Jan 6, 2023 to Mar 28, 2023
- Advisory employees · 8 to 10Jan 6, 2023 to Mar 28, 2023
- Pooled vehicle clients · 12 to 14Jan 6, 2023 to Mar 28, 2023
- Employees · 8 to 10Jan 6, 2023 to Mar 28, 2023
- Private funds · 12 to 14Jan 6, 2023 to Mar 28, 2023
- Discretionary RAUM · $274M to $533MJan 6, 2023 to Mar 28, 2023
- Pooled vehicle RAUM · $274M to $533MJan 6, 2023 to Mar 28, 2023
- RAUM · $352M to $611MJan 6, 2023 to Mar 28, 2023
- Accounts · 12 to 13Apr 19, 2021 to Mar 30, 2022
- Pooled vehicle clients · 11 to 12Apr 19, 2021 to Mar 30, 2022
- Private funds · 11 to 12Apr 19, 2021 to Mar 30, 2022
- Discretionary RAUM · $307M to $274MApr 19, 2021 to Mar 30, 2022
- Non-discretionary RAUM · $75.7M to $78.0MApr 19, 2021 to Mar 30, 2022
Signals
5 dated events
- B••••••• P••••••• M••••••••• L•• reported RAUM $802.5M, up 31% from $611.2M (2023-03-28 to 2024-03-25)Mar 25, 2024 · RAUM change · derived
- B••••••• P••••••• M••••••••• L•• reported RAUM $611.2M, up 73% from $352.4M (2023-01-06 to 2023-03-28)Mar 28, 2023 · RAUM change · derived
- Michael William Tomai (Cfo/Cco) no longer on Schedule A of B••••••• P••••••• M••••••••• L•• (listed 2021-04-19, absent 2022-03-30)Mar 30, 2022 · Control person left · inference
- B••••••• P••••••• M••••••••• L•• reported RAUM $282.5M, up 84% from $153.2M (2019-04-15 to 2020-03-23)Mar 23, 2020 · RAUM change · derived
- B••••••• P••••••• M••••••••• L•• filed its initial SEC registration (Form ADV)Jan 29, 2019 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- B••••••• P••••••• M••••••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/backcastpartnersreportedpublic record, Form ADV, Sep 19, 2026
- Website
- B•••••••PARTNERS.COMreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 9735127487reportedpublic record, Form ADV, Mar 31, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026