POST ROAD GROUP LLC
Firm details
- Headquarters
- STAMFORD, Connecticut
- CRD number
- 288459
- Registered since
- June 19, 2017
- Website
- www.postroadgroup.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles84.16%
- Insurance Companies8.86%
- Sovereign Wealth Funds6.98%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Post Road Group LLC is a privately organized investment manager that combines direct fund management with sponsor and advisory roles for pooled investment vehicles. Founded and SEC-registered in 2017 as a limited liability company, the firm positions itself as a multifaceted fund manager with primary activities in private equity and real estate alongside other alternative strategies. Its client base is institutional, and it routinely acts as sponsor, general partner, or managing member for limited partnerships and pooled vehicles while also performing portfolio management for businesses and institutions. Investment activity centers on privately negotiated and pooled structures rather than broad retail offerings. The firm is active as a CPO/CTA, indicating involvement in commodity pool or managed futures activity in addition to its fund-management functions. Post Road Group LLC reports that it is an active ESG investor, integrating environmental, social, and governance considerations into its investment process and fund selection. Fee arrangements combine percentage-of-AUM charging with performance-based incentives and other negotiated terms common to institutional alternatives managers.
Assets & Accounts
Investments & Alternatives
Location & Offices
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
- Other100%
Owners & executives
2 of 2OLIVIA EORI
Chief Compliance OfficerCRD 8193725
JEFF BAISLEY
CFOCRD 4422415
Contacts
3 of 3MICHAEL BOGDAN
Managing PartnerCRD 3110709
JASON CARNEY
PartnerCRD 4310450
KEVIN DAVIS
Managing PartnerCRD 2905806
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
STAMFORD, CT
FAIRFIELD
Location
STAMFORD, CT
Headquartered in STAMFORD, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- FAIRFIELD
- Address
- 1 Landmark Sq
- Time zone
- ET (UTC-5)
- Office locations
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