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POST CAPITAL PARTNERS

NEW YORK, NY · CRD 161892 · IAPD ↗ · postcp.com · 212-888-5700

$200.2MRegulatory AUM
7Advisory reps
8Employees
0Clients
n/aPlanning clients
5Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

52
April 2024 — POST CAPITAL PARTNERS grew from 5 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.