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POST ROAD GROUP LLC
CRD 288459File 801-110674
APPROVED
Custody
Filing as of Jun 22, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.05B
Above cohort median (national)
Discretionary AUM
$677.8M
Non-discretionary $373.2M
Clients
26
26 accounts
Employees
13
Above cohort median in CT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Jun 19, 2017
- Principal office
- 1 LANDMARK SQUARE, SUITE 2200, STAMFORD, CT, 06901
- Phone
- 203-518-8460
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.05B
- Discretionary AUM
- $677.8M
- Non-discretionary AUM
- $373.2M
- Discretionary accounts
- 11
- Non-discretionary accounts
- 15
- Total accounts
- 26
- AUM per client
- $40.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Non-U.S. persons | Fewer than 5 | $73.3M |
| Insurance companies | Fewer than 5 | $93.1M |
| Pooled investment vehicles | 24 | $884.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — ADDITIONAL FEES AS DESCRIBED IN FORM ADV, PART 2A
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.