POST ROAD GROUP LLC other names

{{ Info.Overview }}
Revenue: {{ Info.Revenue | formatUSD }} Headquarters: {{ Info.Headquarters }}
{{ Info.Homepage }}

Adviser Profile

As of Date:

04/30/2024

Adviser Type:

- Large advisory firm

Number of Employees:

24 14.29%

of those in investment advisory functions:

17 13.33%

Registration:

SEC, Approved, 6/19/2017

AUM:

1,485,603,506 33.95%

of that, discretionary:

1,141,462,453 37.57%

Private Fund GAV:

1,018,929,904 22.80%

Avg Account Size:

38,092,398 44.25%

% High Net Worth:

5.13% 100.00%

SMA’s:

NO

Private Funds:

9 1

Contact Info

203 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
830M 711M 593M 474M 356M 237M 119M
2017 2018 2019 2020 2021 2022 2023

Recent News

Remainder of Trinity Steel site sold to tech firm affiliate
04/02/2021

An affiliate of DC BLOX has acquired the remainder of the former Trinity Steel site near downtown Birmingham, with plans for future data center development

bizjournals.com

Now that we're well into phase two of the COVID-19...
04/01/2021

The grant came from the Atkinson Donor Advised Fund at the Foundation for Metro ... Funeral Home of JS Waterman & Sons, 656 Boston Post Road (Route 20), SUDBURY. A Mass of Christian Burial will ...

patch.com

Bridgeport man granted probation in Westport Panera Bread robbery scheme
04/01/2021

STAMFORD — A Bridgeport man accused of conspiring to steal from the Panera Bread he worked at in Westport was granted a pretrial probation program which could see his charges dropped. Judge Gary ...

nhregister.com

Limestone County's Trash Attack Day will be Saturday
03/31/2021

The station is at 16100 BFI Lane, off U.S. 72 just east of Seven Mile Post Road. Limestone County residents will be able to dump debris at no charge and may bring a trailer or pickup truck load of debris to the station. A maximum of four automobile tires ...

news.yahoo.com

Entertainment Briefs — March 31
03/31/2021

His poems have been published at Poetry Ireland Review, Academy of American Poets, Post Road, Cream City Review ... thanks to a legislative appropriation from the Arts and Cultural Heritage Fund. The Central Lakes Community Performing Arts Center presents ...

brainerddispatch.com

VOSO.O - Virtuoso Acquisition Corp Profile | Reuters
03/31/2021

The Company has not generated any revenue. Quote and financial data from Refinitiv. Fund performance data provided by Lipper. All quotes delayed a minimum of 15 minutes.

Reuters


Private Funds Structure

Fund Type Count GAV
Private Equity Fund 9 $1,018,929,904

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM # funds
PHAROS CAPITAL GROUP, LLC - - 1.1b - - - - 1.1b 1.1b 6
PATRIOT FINANCIAL MANAGER, L.P. - - 1.0b - - - - 1.0b 1.0b 5
KEYHAVEN CAPITAL PARTNERS LIMITED - - 1.1b - - - - 1.1b 1.1b 16
NEW STATE CAPITAL PARTNERS - - 775.8m - - - - 775.8m 1.2b 12
ASCRIBE CAPITAL LLC - - 1.1b - - - - 1.1b 1.1b 5
ANDROS CAPITAL PARTNERS LLC - - 1.2b - - - - 1.2b 1.2b 4
HCI EQUITY MANAGEMENT, L.P. - - 1.2b - - - - 1.2b 1.2b 5
GREY ROCK ENERGY MANAGEMENT, LLC - - 397.7m - - - - 397.7m 397.7m 6
CENTRE PARTNERS MANAGEMENT LLC - - 1.0b - - - - 1.0b 1.3b 8
PENINSULA CAPITAL PARTNERS, L.L.C. - - 848.0m - - - - 848.0m 848.0m 3

Private Funds



Employees




Brochure Summary

Overview

Post Road is a privately held alternative asset investment manager founded in 2015. Post Road Group LLC, an investment adviser registered with the SEC, is a Delaware limited liability company based in Stamford, CT. Post Road Group LP and Post Road Real Estate Finance LLC, as Relying Advisers of Post Road Group LLC, are relying on the registration of Post Road Group LLC. Post Road Group LLC is a wholly owned subsidiary of Post Road Group LP and Kevin Davis and Michael Bogdan are principal owners of Post Road Group LLC, Post Road Group LP and Post Road Real Estate Finance LLC. The owners of Post Road Group LLC, Post Road Group LP, and Post Road Real Estate Finance LLC are set forth on Schedule A, Schedule B and Schedule R, respectively, of Part 1A of the registrant’s Form ADV. Throughout this brochure, “Clients” refers collectively to certain private pooled investment funds (“Funds”), single-purpose investment vehicles (“SPVs”) and sub-managed accounts (“Sub-Advised Accounts”) to whom Post Road provides discretionary and non-discretionary investment advisory services, and “investors” refers to underlying investors in a Client. The Clients primarily invest in equity and debt across various industries, with a focus on commercial real estate, digital infrastructure, media, technology, software, business services and specialty finance. Post Road manages four strategies on behalf of the Clients: (1) Corporate, (2) Real Estate Credit, (3) Real Estate Equity and (4) Specialty Finance. Post Road’s investment strategies are described in more detail in Item 8 below. Post Road provides investment advice directly to the Clients and not individually to their investors. Post Road manages the Clients’ assets in accordance with the objectives and strategy
as defined in each Client’s private placement memorandum, operating agreement and/or partnership agreement and other relevant documents (“Governing Documents”). Terms are generally established at the time of a Client’s formation and investors generally may not restrict the Client’s investments except as indicated in Governing Documents. As an investment manager to the Clients, Post Road typically:
• Identifies and evaluates investment opportunities for the Clients;
• Structures and negotiates the terms of investments to be made by the Clients;
• Monitors and reviews all documents required to complete the Clients’ investment transactions;
• Monitors the performance of the Clients’ investments;
• Evaluates, structures and supervises, if appropriate, the timing and method of disposition or liquidation of investments; and
• Prepares and transmits the reports required to be prepared and delivered to the investors of each Client pursuant to their respective Governing Documents. Separate from its investment advisory Clients, Post Road Group owns fifty percent (50%) of a joint venture, Vela Development Partners LLC (“VeLa”), formed for the purpose of purchasing and developing commercial real estate (focused on the multi-family asset class). In connection with this joint venture, as of December 31, 2023, Post Road has sponsored six investment SPVs, each of which is managed by a VeLa affiliate (each such manager, a “VeLa SPV Manager”). Each VeLa SPV Manager is considered a Related Person of Post Road, and is disclosed in Schedule D of Section 7.A. of Post Road’s Form ADV, Part 1A. As of December 31, 2023, Post Road manages approximately $344,141,053 in non-discretionary assets and $1,141,462,453 in discretionary assets.