Firm profile

POST ROAD GROUP LLC

STAMFORD, CTCRD 288459Latest ADV March 31, 2026

Post Road Group LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Stamford, CT. Its latest Form ADV filing, dated March 31, 2026, reports $1.1B in regulatory assets under management, 13 employees, and 26 accounts.

Assets Under Management
$1.1B
Employees
13
Offices
--
Total Clients
26
Primary office
STAMFORD, CT
1 LANDMARK SQUARE, SUITE 2200, STAMFORD, CT, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CCOOlivia A. Eori
CFOJeff J. Baisley

Advisory services offered

2 types reported
Portfolio management for businesses
Portfolio management for pooled investment vehicles

Fee models offered

3 types reported
Asset based fees
Other fee arrangements
Performance-based fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 92.3% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
92.3%
24
2
Insurance Cos.
3.8%
1
3
Sovereign Wealth
3.8%
1
Categories with <5 clients
Insurance companies<5 clients
Sovereign wealth funds and foreign official institutions<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$1.1Bas of March 31, 2026
Discretionary64.5%
$678M
64% of total RAUM64.5%
Non-discretionary35.5%
$373M
36% of total RAUM35.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$1.1B
Total Accounts26
10Y AUM Change+$998M (+1877.5%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees13
Clients per Employee2:1
10Y Employee Change+3 (+30.0%)

* 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.