Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM
Total Accounts
10Y AUM Change
Private Funds
Private funds reported by Post Road Group LLC
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees
Clients per Employee
10Y Employee Change
Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
Ownership
Reported direct and indirect ownership ranges
Each range applies to a separate reported relationship and should not be added together.
Reported ownership ranges
Highlighted bands show the percentage range reported in Form ADV.
0%25%50%75%100%
POST ROAD GROUP LPDirect owner · Schedule AInterest in POST ROAD GROUP LLC
75%+
KEVIN CHARLES DAVISDirect owner · Schedule AInterest in POST ROAD GROUP LLC
< 5%
MICHAEL EDWARD BOGDANDirect owner · Schedule AInterest in POST ROAD GROUP LLC
< 5%
JASON BRADFORD CARNEYDirect owner · Schedule AInterest in POST ROAD GROUP LLC
< 5%
KEVIN CHARLES DAVISIndirect owner · Schedule BInterest in DANA DAVIS 2021 FAMILY TRUST, DATED MARCH 11, 2021
75%+
POST ROAD GROUP HOLDINGS LPIndirect owner · Schedule BInterest in PRG MANAGEMENT HOLDINGS LP
75%+
PRG MANAGEMENT HOLDINGS LPIndirect owner · Schedule BInterest in POST ROAD GROUP LP
75%+
DANA B DAVISIndirect owner · Schedule BInterest in KEVIN DAVIS 2021 FAMILY TRUST, DATED MARCH 11, 2021
75%+
JASON BRADFORD CARNEYIndirect owner · Schedule BInterest in TPR VENTURES LLC
75%+
SEVENTH AVENUE CAPITAL GROUP II LLCIndirect owner · Schedule BInterest in POST ROAD GROUP GP LLC
50% to < 75%
TPR VENTURES LLCIndirect owner · Schedule BInterest in POST ROAD GROUP GP LLC
50% to < 75%
SEVENTH AVENUE CAPITAL GROUP II LLCIndirect owner · Schedule BInterest in POST ROAD GROUP HOLDINGS LP
25% to < 50%
KEVIN DAVIS 2021 FAMILY TRUST, DATED MARCH 11, 2021Indirect owner · Schedule BInterest in SEVENTH AVENUE CAPITAL GROUP II LLC
25% to < 50%
DANA DAVIS 2021 FAMILY TRUST, DATED MARCH 11, 2021Indirect owner · Schedule BInterest in SEVENTH AVENUE CAPITAL GROUP II LLC
25% to < 50%
TPR VENTURES LLCIndirect owner · Schedule BInterest in POST ROAD GROUP HOLDINGS LP
25% to < 50%
Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Post Road Group LLC.
Reported ownership and control details
Form ADV · Filing date 2026-06-22 · Schedules A and B
| # | Owner / person & role | Interest in entity | Reported interest | Control person | Title / status acquired | Source |
|---|---|---|---|---|---|---|
| 1 | KEVIN CHARLES DAVISMANAGING PARTNERIndividual | POST ROAD GROUP LLC | Less than 5%Code NA | Yes | MANAGING PARTNER05/2016 | Schedule APDF page 55 |
| 2 | MICHAEL EDWARD BOGDANPARTNERIndividual | POST ROAD GROUP LLC | Less than 5%Code NA | No | PARTNER05/2016 | Schedule APDF page 55 |
| 3 | JASON BRADFORD CARNEYMANAGING PARTNERIndividual | POST ROAD GROUP LLC | Less than 5%Code NA | Yes | MANAGING PARTNER04/2020 | Schedule APDF page 55 |
| 4 | POST ROAD GROUP LPMANAGING MEMBERDomestic entity | POST ROAD GROUP LLC | 75% or moreCode E | Yes | MANAGING MEMBER03/2023 | Schedule APDF page 55 |
| 5 | OLIVIA ANATOLIA EORICHIEF COMPLIANCE OFFICERIndividual | POST ROAD GROUP LLC | Less than 5%Code NA | No | CHIEF COMPLIANCE OFFICER11/2025 | Schedule APDF page 55 |
| 6 | SCOTT EDWARD RABACSCHIEF FINANCIAL OFFICERIndividual | POST ROAD GROUP LLC | Less than 5%Code NA | Yes | CHIEF FINANCIAL OFFICER06/2026 | Schedule APDF page 55 |
| 7 | KEVIN CHARLES DAVISTRUSTEEIndividual | DANA DAVIS 2021 FAMILY TRUST, DATED MARCH 11, 2021 | 75% or moreCode E | Yes | TRUSTEE04/2021 | Schedule BPDF page 56 |
| 8 | POST ROAD GROUP HOLDINGS LPLIMITED PARTNERDomestic entity | PRG MANAGEMENT HOLDINGS LP | 75% or moreCode E | Yes | LIMITED PARTNER11/2021 | Schedule BPDF page 56 |
| 9 | POST ROAD GROUP GP LLCGENERAL PARTNERDomestic entity | POST ROAD GROUP LP | Percentage not specifiedCode F | Yes | GENERAL PARTNER07/2017 | Schedule BPDF page 56 |
| 10 | SEVENTH AVENUE CAPITAL GROUP II LLCLIMITED PARTNERDomestic entity | POST ROAD GROUP HOLDINGS LP | 25% to less than 50%Code C | Yes | LIMITED PARTNER11/2021 | Schedule BPDF page 56 |
| 11 | SEVENTH AVENUE CAPITAL GROUP II LLCMANAGING MEMBERDomestic entity | POST ROAD GROUP GP LLC | 50% to less than 75%Code D | Yes | MANAGING MEMBER02/2021 | Schedule BPDF page 56 |
| 12 | PRG MANAGEMENT HOLDINGS LPLIMITED PARTNERDomestic entity | POST ROAD GROUP LP | 75% or moreCode E | Yes | LIMITED PARTNER11/2021 | Schedule BPDF page 56 |
| 13 | KEVIN DAVIS 2021 FAMILY TRUST, DATED MARCH 11, 2021MEMBERDomestic entity | SEVENTH AVENUE CAPITAL GROUP II LLC | 25% to less than 50%Code C | Yes | MEMBER04/2021 | Schedule BPDF page 56 |
| 14 | DANA DAVIS 2021 FAMILY TRUST, DATED MARCH 11, 2021MEMBERDomestic entity | SEVENTH AVENUE CAPITAL GROUP II LLC | 25% to less than 50%Code C | Yes | MEMBER04/2021 | Schedule BPDF page 56 |
| 15 | DANA B DAVISTRUSTEEIndividual | KEVIN DAVIS 2021 FAMILY TRUST, DATED MARCH 11, 2021 | 75% or moreCode E | Yes | TRUSTEE04/2021 | Schedule BPDF page 56 |
| 16 | TPR VENTURES LLCLIMITED PARTNERDomestic entity | POST ROAD GROUP HOLDINGS LP | 25% to less than 50%Code C | Yes | LIMITED PARTNER10/2025 | Schedule BPDF page 56 |
| 17 | TPR VENTURES LLCMANAGING MEMBERDomestic entity | POST ROAD GROUP GP LLC | 50% to less than 75%Code D | Yes | MANAGING MEMBER10/2025 | Schedule BPDF page 56 |
| 18 | JASON BRADFORD CARNEYMANAGING MEMBERIndividual | TPR VENTURES LLC | 75% or moreCode E | Yes | MANAGING MEMBER02/2018 | Schedule BPDF page 56 |
Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.
Compliance & Disclosures
Filing dated 6/22/2026 11:03:43 AM
Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.
RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo
AFelonies2 No
In the past ten years, have you or any advisory affiliate:
- A1Been convicted of or pleaded guilty or no contest to a felony?No
- A2Been charged with a felony?No
BMisdemeanors2 No
In the past ten years, have you or any advisory affiliate:
- B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
- B2Been charged with a misdemeanor of the kind listed above?No
CSEC or CFTC actions5 No
Has the SEC or CFTC ever:
- C1Found you or an advisory affiliate made a false statement or omission?No
- C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
- C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
- C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No
DOther regulatory actions5 No
Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:
- D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
- D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
- D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
- D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No
ESelf-regulatory organization actions4 No
Has a self-regulatory organization or commodities exchange ever:
- E1Found you or an advisory affiliate made a false statement or omission?No
- E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
- E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No
FProfessional authorizations1 No
- FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No
GPending regulatory proceedings1 No
- GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No
HCivil judicial actions and proceedings4 No
(1) Court actions
Has a domestic or foreign court:
- H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
- H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
- H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No
(2) Pending civil proceedings
- H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.