# Post Road Group LLC

> Post Road Group LLC is an SEC-registered investment advisory firm in Stamford, CT, registered since 2017, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated June 22, 2026.

- CRD: 288459
- Filed as: POST ROAD GROUP LLC
- Also doing business as: POST ROAD GROUP LP, POST ROAD REAL ESTATE FINANCE LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Stamford, CT
- Filing period: October 2026
- Form ADV filing dated: June 22, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/288459
- AdvisorCensus page: https://advisorcensus.com/firm/post-road-group-llc-stamford-ct-288459

## Quick answers

**How is Post Road Group LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Post Road Group LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other.

**Where is Post Road Group LLC located?**
Post Road Group LLC's principal office is in Stamford, CT, according to its Form ADV.

**Is Post Road Group LLC registered with the SEC or a state?**
Post Road Group LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 288459.

**How much does Post Road Group LLC manage?**
Post Road Group LLC reports $1,051,050,655 in regulatory assets under management in its Form ADV filing dated June 22, 2026 (64% discretionary).

**How have Post Road Group LLC's assets and staff changed since 2021?**
In the Form ADV data for Post Road Group LLC: Regulatory assets under management: $547,851,232 in the October 2021 data and $1,051,050,655 in the October 2026 data, up 92%. Total employees: 12 in October 2021 and 13 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Post Road Group LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (24); insurance companies (1); sovereign wealth funds and foreign official institutions (1).

**Does Post Road Group LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/288459

**What changed in Post Road Group LLC's recent Form ADV filings?**
In the July 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees
- Other

### Regulatory assets under management (Item 5.F)
- Total: $1,051,050,655
- Discretionary: $677,849,093
- Non-discretionary: $373,201,562

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 24 | $884,600,104 |
| Insurance companies | 1 | $93,115,823 |
| Sovereign wealth funds and foreign official institutions | 1 | $73,334,728 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2017 (9 years)
- Employees: 13 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- postroadgroup.com
- LinkedIn @post-road-group

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $547,851,232 | 12 | May 26, 2021 |
| October 2022 | $493,524,552 | 13 | May 12, 2022 |
| October 2023 | $1,109,094,724 | 21 | May 12, 2023 |
| October 2024 | $1,485,603,506 | 24 | April 30, 2024 |
| October 2025 | $1,936,605,586 | 27 | May 5, 2025 |
| October 2026 | $1,051,050,655 | 13 | June 22, 2026 |

Regulatory assets under management: $547,851,232 in the October 2021 data and $1,051,050,655 in the October 2026 data, up 92%.
Total employees: 12 in October 2021 and 13 in October 2026.

## Changes in the filing (last 12 months)

### July 2026
- Updated its list of owners and control persons (Schedule A).

### January 2026
- Employees performing advisory functions went from 20 to 6.
- Regulatory assets under management went from $1,936,605,586 to $1,044,219,261 (-46%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Post Road Group LLC (CRD 288459): Form ADV filing data as of October 2026.