Post Road Group Lp
Answer a few questions and
get matched with an advisor.
Learn more about Post Road Group Lp
Overview
Post Road Group Lp is an advisory firm headquartered in Stamford, Connecticut. The company controls $1.1 billion in assets under management across 42 client accounts, making it one of the larger financial advisory firms in the United States by assets under management (AUM). Post Road Group Lp has a small team, including 15 financial advisors. Post Road Group Lp does not act as a registered broker-dealer, signifying that the firm is not able to buy and sell securities for its accounts and those of its customers and instead is required to go through a broker-dealer company to do so. Securities are defined as tradable financial investments such as options, bonds and equities.
Post Road Group Lp oversees eight of its client assets in a discretionary manner. Discretionary management signifies that buy and sell choices for the client's account are made by a portfolio manager without requiring client consent. It also has 34 non-discretionary accounts with a total of $279.4 million in AUM. The company's average account size is $26.4 million. The typical advisor at Post Road Group Lp administers about three client accounts, placing it among the most personalized financial advisor firms in the country.
The firm's central office is located at 2 Landmark Square, Stamford, Connecticut 6901. The company is legally allowed to provide services to clients in the state of Connecticut.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Post Road Group Lp by the Numbers
$1.1 billion
21
42
$26.4 million
Fee Structure
Fees for financial advice typically depend on the type of financial services provided. However, fees billed by Post Road Group Lp likely consist of any combination of the following fee types: asset-based, performance-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
The firm works with pooled investment vehicles, insurance companies, sovereign wealth funds and other. Out of its 42 clients, Post Road Group Lp's largest client group is pooled investment vehicles. About 16% of the company's accounts are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Post Road Group Lp does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.