SourcingSourcing

CZECH ASSET MANAGEMENT, L.P.

C44
CRD 159308·SEC 801-72815·STAMFORD, CT
AUM
$1.48B
$1B+
Est. Revenue
$14.8M
@ 1% on AUM
Est. EBITDA
$4.4M
@ 30% margin
Est. Deal Value
$35.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CZECH ASSET MANAGEMENT, L.P.
CRD
159308
SEC file #
801-72815
EIN
000000000
DBA names
—

Economics

AUM
$1.48B
AUM band
$1B+
AUM trajectory
'20'26
$2.24B → $1.48B▼ -34%
Client mix
Pooled Investment Vehicles7

Operations

Employees (total)
9
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
7 advisors → 4 advisors▼ -43%
Primary office
STAMFORD CT
Branches
—

Custodian & Brokerage

Primary custodian
U.S. Banklow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
czechamlp.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CZECH HOLDINGS, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
CZECH HOLDINGS, LLC
CZECH MANAGEMENT GP, LLC
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
CZECHAMLP.COM
Rdap Domain Creation Date
2011-12-12T14:53:48Z
Rdap Firm Age Years
15
Rdap Firm Age Band
10-20y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001801990
Edgar Registered
Yes
Edgar Filing Count
5
Edgar First Filing Date
2020-02-04
Edgar Last Filing Date
2023-09-08
Edgar Form D Count
5
Edgar Form D Offerings
2023-09-082023-09-08 · 0000902664-23-004689
2022-09-092022-09-09 · 0000902664-22-004203

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
U.s. Bank13
Jpmorgan12
E*trade4
Edgar Addresses
Mailing
1700 EAST PUTNAM AVENUESUITE 207OLD GREENWICH, CT 06870
Business
1700 EAST PUTNAM AVENUESUITE 207OLD GREENWICH, CT 06870
Edgar EIN
000000000
Edgar Recent Filings
D/A2023-09-08 · 0000902664-23-004689
D/A2022-09-09 · 0000902664-22-004203
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-12-12T14:53:48Z
Rdap Domain Last Changed
2025-10-13T06:28:23Z
Rdap Nameservers
Ns97.worldnic.comNs98.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (3)

3
CZECH, STEPHEN, JAMES
Executive Officer · 2.5%
3090343
OGILVY, STEPHEN, JAMES
Executive Officer · 2.5%
6172122
CUMMINS, GERALD, RICHARD
Executive Officer · 2.5%
1322563