SourcingSourcing

BCK CAPITAL MANAGEMENT LP

B63
CRD 282798·SEC 801-119297·STAMFORD, CT
AUM
$112.4M
$100M-$500M
Est. Revenue
$1.1M
@ 1% on AUM
Est. EBITDA
$337K
@ 30% margin
Est. Deal Value
$2.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BCK CAPITAL MANAGEMENT LP
CRD
282798
SEC file #
801-119297
EIN
000000000
DBA names
—

Economics

AUM
$112.4M
AUM band
$100M-$500M
AUM trajectory
'21'26
$149.7M → $112.4M▼ -25%
Client mix
Other Investment Advisers4
Pooled Investment Vehicles3

Operations

Employees (total)
5
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'21'26
4 advisors → 2 advisors▼ -50%
Primary office
STAMFORD CT
Branches
—

Custodian & Brokerage

Primary custodian
Goldman Sachslow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMFixed feesPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
linkedin.com/company/bck-capital-management-lp(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BCK CAPITAL LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
BCK CAPITAL LLC
OVERS, PETER, W
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
fallback_guess:bck.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001660699
Edgar Registered
Yes
Edgar Filing Count
11
Edgar First Filing Date
2015-12-14
Edgar Last Filing Date
2025-10-31
Edgar Form D Count
11
Edgar Form D Offerings
2025-10-312025-10-31 · 0000919574-25-006369
2024-11-012024-11-01 · 0000919574-24-006134

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

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
Goldman Sachs16
Morgan Stanley9
E*trade4
Jpmorgan2
Edgar Addresses
Mailing
BCK CAPITAL MANAGEMENT LP1010 WASHINGTON BOULEVARDSTAMFORD, CT 06901
Business
BCK CAPITAL MANAGEMENT LP1010 WASHINGTON BOULEVARDSTAMFORD, CT 06901
Edgar EIN
000000000
Edgar Recent Filings
D/A2025-10-31 · 0000919574-25-006369
D/A2024-11-01 · 0000919574-24-006134
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (2)

2
OVERS, PETER, W
Executive Officer · 2.5%
6952614
YU, WAYNE, WEI-YIN
Executive Officer · 2.5%
4616747