POST ROAD GROUP LLC

RIASEC RegisteredEst. 2017
Total AUM
$1.1B
Discretionary
$678M
64% of AUM
Avg account
$40.4M
Accounts
26
Employees
13
Advisory reps
5

Firm details

Headquarters
STAMFORD, Connecticut
CRD number
288459
Registered since
June 19, 2017
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

2 of 2
  • OLIVIA EORI

    Chief Compliance OfficerCRD 8193725

  • JEFF BAISLEY

    CFOCRD 4422415

Contacts

3 of 3
  • MICHAEL BOGDAN

    Managing PartnerCRD 3110709

  • JASON CARNEY

    PartnerCRD 4310450

  • KEVIN DAVIS

    Managing PartnerCRD 2905806

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth