Post Road Group LLC

Fee-Only (% of Portfolio)

Post Road Group is a privately held alternative asset investment manager founded in 2015 and based in Stamford, Connecticut. Post Road manages private pooled investment funds, single-purpose investment vehicles, and sub-advised accounts focusing primarily on commercial real estate opportunities, including real estate credit, multifamily equity, and real estate development. Post Road provides discretionary and non-discretionary investment advisory services directly to these funds and vehicles rather than to individual retail investors. The firm's revenue is derived from investment management fees and performance-based compensation such as promote allocations and incentive fees, along with various origination, acquisition, and property management fees. Investors in Post Road's funds typically include high net worth individuals, pension plans, endowments, foundations, and other institutional clients who must meet specific accredited investor and qualified client suitability standards.

Assets Under Management$1.1B
Clients26
AdvisorsN/A
Avg. per Client$40M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Management fees vary by client fund and are generally 0% to 1.50% assessed annually and charged quarterly on the amount of capitalized investment balance. Performance-based promote allocations or incentive fees typically equal 10% to 20% of distributions in excess of a preferred return.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

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Post Road Group LLC - Fees, AUM & Advisors | TrueAdvisor