The POST ROAD GROUP is a privately held investment adviser that advises $1.05Bn in regulatory assets under management held in 2 SEC fund types across 3 investment strategies. POST ROAD GROUP is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets increased by 91.85% over the last 5-years.
The Group has been registered with the SEC for 9.12 years and is comprised of 1 filing and 2 relying advisers. They operate out of 1 office location with their Headquarters at 1 LANDMARK SQUARE SUITE 2200, STAMFORD, CONNECTICUT. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.
They have 13 employees comprised of 6 investment and 7 non-investment staff. The total number of Employees increased by 8.33% over the last 5-years.
Their $1.05Bn in assets advised are owned by 24 private funds, 0 public funds and BDCs and 2 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients own $884.6mn or 84.16% of Total Assets and Insurance Companies own $93.12mn or 8.86% of Total Assets.
The Group's top investment strategies include Infrastructure, FI/Credit - Lending and FI/Credit - Diverse, representing 84.73%, 15.27% and 0% of total assets, respectively.
They advise 3 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC) and Insurance Companies.
The Group uses 3 Fund Administrators, 3 Fund Auditors, 0 Prime Brokers, 2 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees and performance-based fees.
POST ROAD GROUP names 1 sub-adviser FS DIGITAL INFRASTRUCTURE ADVISOR, LLC to 1 different fund advised by the group. The Group has been named as the sub-adviser to 0 funds.