Data / Investment advisers / Connecticut / Post Road Group LLC
Post Road Group LLC, Stamford, CT: $1.1 billion AUM, SEC registered investment adviser
Post Road Group LLC is an SEC registered investment adviser with its main office in Stamford, Connecticut and reports $1.1 billion in regulatory assets under management in its Form ADV filed June 22, 2026. Its clients include pooled investment vehicles, insurance companies and sovereign wealth funds and foreign official institutions. It is paid through a percentage of assets under management, performance based fees and other fees. It advises 5 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 288459
- SEC file number
- 801-110674
- SEC status
- Approved, effective June 19, 2017
- Main office
- 1 Landmark Square Suite 2200, Stamford, CT 06901
- Phone
- (203) 518-8460
- Regulatory AUM
- $1,051,050,655 in the Form ADV filed June 22, 2026
- Discretionary AUM
- $677,849,093
- Non discretionary AUM
- $373,201,562
- Accounts
- 26
- Employees
- 13, of which 6 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees, other fees
- Private funds
- 5: 4 private equity funds, 1 real estate fund
- Gross assets of private funds
- $369,676,765
- Umbrella registration
- 2 relying advisers
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 22, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 24 | $884.6 million |
| Insurance companies | 1 | $93.1 million |
| Sovereign wealth funds and foreign official institutions | 1 | $73.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.05 billion | March 31, 2026 |
| January 2, 2026 | $1.04 billion | December 5, 2025 |
| December 1, 2025 | $1.94 billion | May 5, 2025 |
Other advisers in Stamford
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Gainline Capital Partners LP | Stamford | $1.19 billion | 2 | adviserinfo.sec.gov |
| Witt Lake Asset Management LLC | Stamford | $1.12 billion | Not listed | adviserinfo.sec.gov |
| Sovereign Financial Group, Inc. | Stamford | $1.08 billion | Not listed | adviserinfo.sec.gov |
| Forester Capital, L.L.C. | Stamford | $1.07 billion | 12 | adviserinfo.sec.gov |
| Talson Capital Management L.P. | Stamford | $1.06 billion | 22 | adviserinfo.sec.gov |
| Counterpointe Investment Management LLC | Stamford | $1.05 billion | Not listed | adviserinfo.sec.gov |
| Fundsmith Partners US LLC | Stamford | $1.02 billion | Not listed | adviserinfo.sec.gov |
| Asset Management Group, Inc. | Stamford | $898.3 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Stamford, CT
- Investment advisers in Connecticut
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers serving insurance companies
- Advisers that manage private funds
- Post Road Group LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.