Hedge Fund Database

POST ROAD GROUP LLC

Adviser information for POST ROAD GROUP LLC last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 24
Investment Advisory/Research 17
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 14 $1.1B
Non-Discretionary 25 $344.1M
Total 39 $1.5B

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 2 $14.6M
Banking or thrift institutions 2 $68.4M
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 31 $1.3B
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 3 $107.6M
Sovereign wealth funds and foreign official institutions 1 $34.3M
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 12

Services

Advisory Services Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients
Compensation % of AUMPerformance-based feesADDITIONAL FEES AS DESCRIBED IN FORM ADV, PART 2A
Other Business Activities Commodity pool operator or commodity trading advisor

Identifiers

SEC RIA File Number 801-110674
SEC ERA File Number 801-110674
SEC CIK Numbers None
SEC CRD Numbers 288459
Legal Entity Identifier None

Principal Office

1 LANDMARK SQUARE
SUITE 2200
STAMFORD
CT
United States
Monday - Friday, 8:00 AM - 5:00 PM
Tel: 203-518-8460, Fax: 203-547-7145

Websites

www.postroadgroup.com www.linkedin.com/company/post-road-group

Chief Compliance Officer

ADAM D. NADBORNY
CHIEF OPERATING OFFICER & GENERAL COUNSEL
1 LANDMARK SQUARE
SUITE 2200
STAMFORD
CT
United States
Tel: 203-518-8462
(Full email address available in API data)

Regulatory Contact

JEFF J. BAISLEY
CHIEF FINANCIAL OFFICER
1 LANDMARK SQUARE
SUITE 2200
STAMFORD
CT
United States
Tel: 203-518-8479
(Full email address available in API data)

Industry Affiliates

MBL ADMINISTRATIVE AGENT II LLC Other investment adviser, including financial planners
MBL ADMINISTRATIVE AGENT LLC Other investment adviser, including financial planners
POST ROAD ADMINISTRATIVE LLC Other investment adviser, including financial planners
POST ROAD DIF I GP LLC Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
POST ROAD SLF I GP LLC Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
POST ROAD SLF II GP LLC Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
POST ROAD SLF UM GP LLC Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
POST ROAD SOF GP I LLC Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
POST ROAD SOF GP II LLC Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
POST ROAD SOF GP III LLC Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
VELA CHANNELSIDE MANAGER II LLC Sponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles
VELA CHANNELSIDE MANAGER LLC Sponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles
VELA LONGVIEW MANAGER LLC Sponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles
VELA PIE TOWN MANAGER LLC Sponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles
VELA ROOSEVELT MANAGER LLC Sponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles
VELA UPTOWN MANAGER LLC Sponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
FTTH LLC Private Equity Fund $0.0M $0.1M 0
POST ROAD DIGITAL INFRASTRUCTURE FUND I LP Private Equity Fund $300.9M $5.0M 16
POST ROAD SPECIAL OPPORTUNITY FUND I LP Private Equity Fund $23.5M $5.0M 12
POST ROAD SPECIAL OPPORTUNITY FUND II LP Private Equity Fund $212.2M $5.0M 28
POST ROAD SPECIAL OPPORTUNITY FUND II OFFSHORE LP Private Equity Fund $127.7M $5.0M 13
POST ROAD SPECIAL OPPORTUNITY FUND III LP Private Equity Fund $187.8M $5.0M 11
POST ROAD SPECIALTY LENDING FUND (UMINN) LP Private Equity Fund $15.8M $5.0M 2
POST ROAD SPECIALTY LENDING FUND II LP Private Equity Fund $111.6M $5.0M 6
POST ROAD SPECIALTY LENDING FUND LP Private Equity Fund $39.4M $5.0M 6

Control Persons

Name Type Entity Title Since Ownership
DAVIS, KEVIN, CHARLES Individual DANA DAVIS 2021 FAMILY TRUST, DATED MARCH 11, 2021 TRUSTEE 04/2021 > 75%
DAVIS, KEVIN, CHARLES Individual – MANAGING PARTNER 05/2016 < 5%
BOGDAN, MICHAEL, EDWARD Individual – MANAGING PARTNER 05/2016 < 5%
CARNEY, JASON, BRADFORD Individual – PARTNER 04/2020 < 5%
BOGDAN, MICHAEL, EDWARD Individual BIRCH HILL CAPITAL LLC MANAGING MEMBER 03/2016 > 75%
POST ROAD GROUP HOLDINGS LP Domestic Entity PRG MANAGEMENT HOLDINGS LP LIMITED PARTNER 11/2021 > 75%
POST ROAD GROUP GP LLC Domestic Entity POST ROAD GROUP LP GENERAL PARTNER 07/2017
SEVENTH AVENUE CAPITAL GROUP II LLC Domestic Entity POST ROAD GROUP HOLDINGS LP LIMITED PARTNER 11/2021 25-50%
BIRCH HILL CAPITAL LLC Domestic Entity POST ROAD GROUP HOLDINGS LP LIMITED PARTNER 11/2021 25-50%
SEVENTH AVENUE CAPITAL GROUP II LLC Domestic Entity POST ROAD GROUP GP LLC MANAGING MEMBER 02/2021 50-75%
BIRCH HILL CAPITAL LLC Domestic Entity POST ROAD GROUP GP LLC MANAGING MEMBER 07/2017 50-75%
NADBORNY, ADAM, DAVID Individual – CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER & GENERAL COUNSEL 05/2022 < 5%
BAISLEY, JEFF, JAMES Individual – CHIEF FINANCIAL OFFICER 08/2022 < 5%
POST ROAD GROUP LP Domestic Entity – MANAGING MEMBER 03/2023 > 75%
PRG MANAGEMENT HOLDINGS LP Domestic Entity POST ROAD GROUP LP LIMITED PARTNER 11/2021 > 75%
KEVIN DAVIS 2021 FAMILY TRUST, DATED MARCH 11, 2021 Domestic Entity SEVENTH AVENUE CAPITAL GROUP II LLC MEMBER 04/2021 25-50%
DANA DAVIS 2021 FAMILY TRUST, DATED MARCH 11, 2021 Domestic Entity SEVENTH AVENUE CAPITAL GROUP II LLC MEMBER 04/2021 25-50%
DAVIS, DANA, B Individual KEVIN DAVIS 2021 FAMILY TRUST, DATED MARCH 11, 2021 TRUSTEE 04/2021 > 75%

No. Employees, Historic

30150201920202021202220232024202511 on 5/31/201911 on 12/4/201913 on 3/30/202013 on 5/29/202012 on 3/31/202112 on 5/26/202112 on 11/23/202113 on 3/31/202213 on 5/12/202221 on 3/30/202321 on 5/4/202321 on 5/12/202324 on 3/28/2024

RAUM, Historic

2B1B02019202020212022202320242025445650782 on 5/31/2019445650782 on 12/4/2019360247452 on 3/30/2020360247452 on 5/29/2020450477217 on 3/31/2021547851232 on 5/26/2021547851232 on 11/23/2021493524552 on 3/31/2022493524552 on 5/12/20221109094724 on 3/30/20231109094724 on 5/4/20231109094724 on 5/12/20231485603506 on 3/28/2024

No. Clients, Historic

50250201920202021202220232024202513 on 5/31/201913 on 12/4/201917 on 3/30/202017 on 5/29/202018 on 3/31/202129 on 5/26/202129 on 11/23/202134 on 3/31/202234 on 5/12/202242 on 3/30/202342 on 5/4/202342 on 5/12/202339 on 3/28/2024