Post Road Group Llc
SEC-registered
Private Fund Manager · Mid-sized ($1B–$10B)
CRD 288459
· SEC file 801-110674
· Stamford, CT
· www.linkedin.com
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ADV data as of Jun 22, 2026
- Regulatory AUM
- $1.1B
- Discretionary
- $678M
- Clients
- 26
- Avg AUM / client
- $40.4M
- Accounts
- 26
- Employees
- 13
AUM over time
$53.2M
$2.0B
May 19, 2017
Jun 22, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 22, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 24 | $885M | 84.2% |
| Insurance companies | 1 | $93.1M | 8.86% |
| Sovereign wealth funds and foreign official institutions | 1 | $73.3M | 6.98% |
Private funds (9)
Reported in Form ADV Section 7.B.(1), filing of Apr 2024 · $1.0B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Post Road Digital Infrastructure Fund I Lp | Private Equity Fund | Delaware | $301M | 16 |
| Post Road Special Opportunity Fund Ii Lp | Private Equity Fund | Delaware | $212M | 28 |
| Post Road Special Opportunity Fund Iii Lp | Private Equity Fund | Delaware | $188M | 11 |
| Post Road Special Opportunity Fund Ii Offshore Lp | Private Equity Fund | Cayman Islands | $128M | 13 |
| Post Road Specialty Lending Fund Ii Lp | Private Equity Fund | Delaware | $112M | 6 |
| Post Road Specialty Lending Fund Lp | Private Equity Fund | Delaware | $39.4M | 6 |
| Post Road Special Opportunity Fund I Lp | Private Equity Fund | Delaware | $23.5M | 12 |
| Post Road Specialty Lending Fund (Uminn) Lp | Private Equity Fund | Delaware | $15.8M | 2 |
| Ftth Llc | Private Equity Fund | Delaware | $0 | 0 |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bogdan, Michael, Edward | Managing Partner | Mar 2016 (10y) | ≈ 7.91% – 50% via Birch Hill Capital Llc | |
| Davis, Kevin, Charles | Managing Partner | May 2016 (10y) | ≈ 1.98% – 25% via Dana Davis 2021 Family Trust, Dated March 11, 2021 | |
| Carney, Jason, Bradford | Partner | Apr 2020 (6y) | Less than 5% | |
| Davis, Dana, B | Trustee | Apr 2021 (5y) | ≈ 1.98% – 25% via Kevin Davis 2021 Family Trust, Dated March 11, 2021 | |
| Nadborny, Adam, David | Chief Compliance Officer, Chief Operating Officer & General Counsel | May 2022 (4y) | Less than 5% | |
| Baisley, Jeff, James | Chief Financial Officer | Aug 2022 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Post Road Group Lp | Managing Member | Mar 2023 | A | 75% or more |
| Post Road Group Holdings Lp | Limited Partner | Nov 2021 | B | ≈ 42.19% – 100% via Prg Management Holdings Lp |
| Prg Management Holdings Lp | Limited Partner | Nov 2021 | B | ≈ 56.25% – 100% via Post Road Group Lp |
| Seventh Avenue Capital Group Ii Llc | Limited Partner | Nov 2021 | B | ≈ 10.55% – 50% via Post Road Group Holdings Lp |
| Birch Hill Capital Llc | Limited Partner | Nov 2021 | B | ≈ 10.55% – 50% via Post Road Group Holdings Lp |
| Kevin Davis 2021 Family Trust, Dated March 11, 2021 | Member | Apr 2021 | B | ≈ 2.64% – 25% via Seventh Avenue Capital Group Ii Llc |
| Dana Davis 2021 Family Trust, Dated March 11, 2021 | Member | Apr 2021 | B | ≈ 2.64% – 25% via Seventh Avenue Capital Group Ii Llc |
| Post Road Group Gp Llc | General Partner | Jul 2017 | B | GP / trustee / elected manager of Post Road Group Lp (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Bogdan, Michael, Edward: 75% – 100% of Birch Hill Capital Llc × 25% – 50% of Post Road Group Holdings Lp × 75% – 100% of Prg Management Holdings Lp × 75% – 100% of Post Road Group Lp × 75% – 100% direct ≈ 7.91% – 50% of the firm
- Davis, Kevin, Charles: 75% – 100% of Dana Davis 2021 Family Trust, Dated March 11, 2021 × 25% – 50% of Seventh Avenue Capital Group Ii Llc × 25% – 50% of Post Road Group Holdings Lp × 75% – 100% of Prg Management Holdings Lp × 75% – 100% of Post Road Group Lp × 75% – 100% direct ≈ 1.98% – 25% of the firm
- Davis, Dana, B: 75% – 100% of Kevin Davis 2021 Family Trust, Dated March 11, 2021 × 25% – 50% of Seventh Avenue Capital Group Ii Llc × 25% – 50% of Post Road Group Holdings Lp × 75% – 100% of Prg Management Holdings Lp × 75% – 100% of Post Road Group Lp × 75% – 100% direct ≈ 1.98% – 25% of the firm
- Post Road Group Holdings Lp: 75% – 100% of Prg Management Holdings Lp × 75% – 100% of Post Road Group Lp × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Prg Management Holdings Lp: 75% – 100% of Post Road Group Lp × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Seventh Avenue Capital Group Ii Llc: 25% – 50% of Post Road Group Holdings Lp × 75% – 100% of Prg Management Holdings Lp × 75% – 100% of Post Road Group Lp × 75% – 100% direct ≈ 10.55% – 50% of the firm
- Birch Hill Capital Llc: 25% – 50% of Post Road Group Holdings Lp × 75% – 100% of Prg Management Holdings Lp × 75% – 100% of Post Road Group Lp × 75% – 100% direct ≈ 10.55% – 50% of the firm
- Kevin Davis 2021 Family Trust, Dated March 11, 2021: 25% – 50% of Seventh Avenue Capital Group Ii Llc × 25% – 50% of Post Road Group Holdings Lp × 75% – 100% of Prg Management Holdings Lp × 75% – 100% of Post Road Group Lp × 75% – 100% direct ≈ 2.64% – 25% of the firm
- Dana Davis 2021 Family Trust, Dated March 11, 2021: 25% – 50% of Seventh Avenue Capital Group Ii Llc × 25% – 50% of Post Road Group Holdings Lp × 75% – 100% of Prg Management Holdings Lp × 75% – 100% of Post Road Group Lp × 75% – 100% direct ≈ 2.64% – 25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (9, $1.0B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Post Road Digital Infrastructure Fund I Lp | Private Equity Fund | $301M | $5.0M | 16 |
| Post Road Special Opportunity Fund Ii Lp | Private Equity Fund | $212M | $5.0M | 28 |
| Post Road Special Opportunity Fund Iii Lp | Private Equity Fund | $188M | $5.0M | 11 |
| Post Road Special Opportunity Fund Ii Offshore Lp | Private Equity Fund | $128M | $5.0M | 13 |
| Post Road Specialty Lending Fund Ii Lp | Private Equity Fund | $112M | $5.0M | 6 |
| Post Road Specialty Lending Fund Lp | Private Equity Fund | $39.4M | $5.0M | 6 |
| Post Road Special Opportunity Fund I Lp | Private Equity Fund | $23.5M | $5.0M | 12 |
| Post Road Specialty Lending Fund (Uminn) Lp | Private Equity Fund | $15.8M | $5.0M | 2 |
| Ftth Llc | Private Equity Fund | $0 | $50.0K | 0 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/22/2026 | 2.98 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
- • Other fees
- • ADDITIONAL FEES AS DESCRIBED IN FORM ADV, PART 2A
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 22, 2026.
View current Form ADV (SEC/IAPD) ↗