POST ADVISORY GROUP, LLC

RIASEC RegisteredEst. 2000
Total AUM
$13B
Discretionary
$13B
100% of AUM
Avg account
$326M
Accounts
40
Employees
49
Advisory reps
6

Firm details

Headquarters
Los Angeles, California
CRD number
108860
Registered since
September 18, 2000
Custodians
BROWN BROTHERS HARRIMAN INVESTMENTS, LLC, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, J.P. MORGAN SECURITIES INC., FIFTH THIRD SECURITIES, INC.
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles33.82%
  • Corporations / Businesses26.64%
  • State / Municipal Government21.13%
  • Insurance Companies8.15%
  • Investment Companies5.13%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Post Advisory Group, LLC is an SEC-registered investment manager that primarily serves institutional clients through pooled vehicles and bespoke mandates. The firm operates as a limited liability company and has been registered since 2000. Its business mix includes acting as a commodity pool operator/commodity trading advisor (CPO/CTA) and sponsoring or serving as general partner/managing member of pooled investment vehicles. Investment activity spans multiple fund types — the firm is classified across hedge, private equity, securitized-asset and multifaceted fund management. Advisory services explicitly cover portfolio management for investment companies, pooled investment vehicles and for businesses or institutions. Fee arrangements include standard percentage-of-AUM charges alongside performance-based fees and other negotiated structures. The firm identifies as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Non-Investment Grade Corp Bonds 69%, Other 17%, Investment Grade Corp Bonds 8%, Cash & Cash Equivalents 5%, Private Funds 1%69%
  • Non-Investment Grade Corp Bonds69%
  • Other17%
  • Investment Grade Corp Bonds8%
  • Cash & Cash Equivalents5%
  • Private Funds1%

Owners & executives

3 of 6
  • Kris Farm

    Chief Technology OfficerCRD 7085818

  • David Kim

    Deputy Chief Investment OfficerCRD 7234475

  • MAUREEN OCAMPO

    Chief Compliance OfficerCRD 4866967

Unlock 3 more executives

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Los Angeles, CA

LOS ANGELES

Location

Los Angeles, CA

Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
2049 Century Park E
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth