POST ADVISORY GROUP, LLC
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 108860
- Registered since
- September 18, 2000
- Website
- www.postadvisory.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Investment Grade Corp Bonds69%
- Other17%
- Investment Grade Corp Bonds8%
- Cash & Cash Equivalents5%
- Private Funds1%
Owners & executives
3 of 6Kris Farm
Chief Technology OfficerCRD 7085818
David Kim
Deputy Chief Investment OfficerCRD 7234475
MAUREEN OCAMPO
Chief Compliance OfficerCRD 4866967
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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