Post Road is a privately held alternative asset investment manager founded in 2015. Post Road Group LLC,
an investment adviser registered with the SEC, is a Delaware limited liability company based in Stamford,
CT.
Post Road Group LP and Post Road Real Estate Finance LLC, as Relying Advisers of Post Road Group
LLC, are relying on the registration of Post Road Group LLC. Post Road Group LLC is a wholly owned
subsidiary of Post Road Group LP and Kevin Davis and Michael Bogdan are principal owners of Post Road
Group LLC, Post Road Group LP and Post Road Real Estate Finance LLC. The owners of Post Road Group
LLC, Post Road Group LP, and Post Road Real Estate Finance LLC are set forth on Schedule A, Schedule
B and Schedule R, respectively, of Part 1A of the registrant’s Form ADV.
Throughout this brochure, “Clients” refers collectively to certain private pooled investment funds
(“Funds”), single-purpose investment vehicles (“SPVs”) and sub-managed accounts (“Sub-Advised
Accounts”) to whom Post Road provides discretionary and non-discretionary investment advisory services,
and “investors” refers to underlying investors in a Client. The Clients primarily invest in equity and debt
across various industries, with a focus on commercial real estate, digital infrastructure, media, technology,
software, business services and specialty finance.
Post Road manages four strategies on behalf of the Clients: (1) Corporate, (2) Real Estate Credit, (3) Real
Estate Equity and (4) Specialty Finance. Post Road’s investment strategies are described in more detail in
Item 8 below.
Post Road provides investment advice directly to the Clients and not individually to their investors. Post
Road manages the Clients’ assets in accordance with the objectives and strategy
as defined in each
Client’s private placement memorandum, operating agreement and/or partnership agreement and other
relevant documents (“Governing Documents”). Terms are generally established at the time of a Client’s
formation and investors generally may not restrict the Client’s investments except as indicated in
Governing Documents.
As an investment manager to the Clients, Post Road typically:
• Identifies and evaluates investment opportunities for the Clients;
• Structures and negotiates the terms of investments to be made by the Clients;
• Monitors and reviews all documents required to complete the Clients’ investment
transactions;
• Monitors the performance of the Clients’ investments;
• Evaluates, structures and supervises, if appropriate, the timing and method of disposition or
liquidation of investments; and
• Prepares and transmits the reports required to be prepared and delivered to the investors of
each Client pursuant to their respective Governing Documents.
Separate from its investment advisory Clients, Post Road Group owns fifty percent (50%) of a joint venture,
Vela Development Partners LLC (“VeLa”), formed for the purpose of purchasing and developing
commercial real estate (focused on the multi-family asset class). In connection with this joint venture, as of
December 31, 2023, Post Road has sponsored six investment SPVs, each of which is managed by a VeLa
affiliate (each such manager, a “VeLa SPV Manager”). Each VeLa SPV Manager is considered a Related
Person of Post Road, and is disclosed in Schedule D of Section 7.A. of Post Road’s Form ADV, Part 1A.
As of December 31, 2023, Post Road manages approximately $344,141,053 in non-discretionary assets and
$1,141,462,453 in discretionary assets.