Post Road Group LLC

RIASEC RegisteredEst. 2017

Total AUM

$1.1B

Discretionary

$678M

64% of AUM

Avg account

$40.4M

Accounts

Employees

Advisory reps

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

FINTRX

Overview

Post Road Group LLC is a privately held fund manager organized as an LLC and registered with the SEC since 2017. The firm operates across private equity and real estate strategies while describing itself as a multifaceted fund manager. Its core clients are institutional investors, and its advisory work includes portfolio management for pooled investment vehicles as well as for businesses and institutions. Post Road Group also functions in sponsor and general partner roles for pooled vehicles and is registered to perform CPO/CTA activities. The firm charges both asset-based and performance-linked fees and identifies itself as an active ESG investor.