Private fund adviser · Stamford, CT
Post Road Group LLC
SEC-registered investment adviser · CRD 288459 · SEC 801-110674
At a glance
Post Road Group LLC is an SEC-registered investment adviser based in Stamford, Connecticut, with $1.1 billion in regulatory assets under management as of its Form ADV filed June 22, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 2,257th of 4,686 private fund advisers and 5,229th of 17,210 SEC-registered advisers by assets.
Main office 203-518-8460postroadgroup.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.1B
- Rank among private fund advisers
- #2,257 of 4,686
- Rank among all SEC RIAs
- #5,229 of 17,210
- Rank in Connecticut
- #218 of 507
- Clients
- 26
- Accounts
- 26
- Discretionary
- 64% of AUM
- Employees
- 13
- Advisory staff
- 6
- Offices
- 1
Owners and executives on its Form ADV
- Kevin C. DavisManaging Partner
- Michael E. BogdanPartner
- Jason B. CarneyManaging Partner
- Olivia A. EoriChief Compliance Officer
- Scott E. RabacsChief Financial Officer
Custody and brokerage
Custodian
Post Road Group LLC’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 24 | $885M | 84% |
| Insurance companies | 1 | $93M | 9% |
| Sovereign wealth funds and foreign official institutions | 1 | $73M | 7% |
Private funds
Post Road Group LLC reports 5 private funds with $370M in gross assets: private equity funds, real estate funds (Form ADV Item 7.B).
Disciplinary disclosures
Post Road Group LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Performance-based fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗postroadgroup.com ↗
AtlasMembers
The full record on Post Road Group LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 8 years of filings
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- Growth over one, three and five years
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- Rank against 2,132 peers of its type and size
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- Owners and executives, with titles and stakes
- 5 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Post Road Group LLC manage?
Post Road Group LLC reports $1.1 billion in regulatory assets under management across 26 accounts, 64% of it on a discretionary basis, on its Form ADV filed June 22, 2026.
What kind of firm is Post Road Group LLC?
Post Road Group LLC is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are Post Road Group LLC’s clients?
By assets, its largest client types are pooled investment vehicles ($885 million, 24 clients); insurance companies ($93 million, 1 clients); sovereign wealth funds and foreign official institutions ($73 million, 1 clients).
Does Post Road Group LLC manage private funds?
Yes. It reports 5 private funds with $370 million in gross assets, including private equity funds, real estate funds.
Does Post Road Group LLC have any disciplinary history?
Post Road Group LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Post Road Group LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-06-22), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →