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POST ROAD GROUP LLC

STAMFORD, CT · CRD 288459 · IAPD ↗ · 203-518-8460

$1.05BRegulatory AUM
6Advisory reps
13Employees
0Clients
n/aPlanning clients
5Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

35
January 2026 — POST ROAD GROUP LLC reported RAUM down 46% ($1.94B -> $1.04B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
40
January 2026 — POST ROAD GROUP LLC shrank from 20 to 6 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
66
April 2025 — POST ROAD GROUP LLC reported RAUM up 34% ($1.49B -> $1.99B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
66
April 2024 — POST ROAD GROUP LLC reported RAUM up 34% ($1.11B -> $1.49B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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