← Directory
POST ROAD GROUP LLC
CRD 288459File 801-110674
APPROVED
Custody
Filing as of Jun 22, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 21 | 26 | increased by5 |
| Apr 1, 2026 | AUM | $1,044,219,261 | $1,051,050,655 | increased by$6,831,394 |
| Apr 1, 2026 | Accounts | 21 | 26 | increased by5 |
| Jan 1, 2026 | Employees | 27 | 13 | decreased by14 |
| Jan 1, 2026 | Clients | 34 | 21 | decreased by13 |
| Jan 1, 2026 | AUM | $1,936,605,586 | $1,044,219,261 | decreased by$892,386,325 |
| Jan 1, 2026 | Accounts | 34 | 21 | decreased by13 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $1,986,845,671 | $1,936,605,586 | decreased by$50,240,085 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 13 | 27 | increased by14 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $493,524,552 | $1,986,845,671 | increased by$1,493,321,119 |
| Apr 1, 2022 | Employees | 12 | 13 | increased by1 |
| Apr 1, 2022 | Clients | 29 | 34 | increased by5 |
| Apr 1, 2022 | AUM | $547,851,232 | $493,524,552 | decreased by$54,326,680 |
| Apr 1, 2022 | Accounts | 29 | 34 | increased by5 |
| Jun 1, 2021 | Clients | 18 | 29 | increased by11 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “POST ROAD” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“POST ROAD” may also match similarly-named firms). Confirm identity against each filing.
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.