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Adviser Profile

As of Date 05/06/2024
Adviser Type - Large advisory firm
Number of Employees 7 16.67%
of those in investment advisory functions 7 40.00%
Registration SEC, Approved, 04/13/2015
Other registrations (1)
AUM* 163,641,684 -8.15%
of that, discretionary 163,641,684 -8.15%
Private Fund GAV* 163,641,684 -10.14%
Avg Account Size 54,547,228 -8.15%
SMA’s No
Private Funds 3
Contact Info 212 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
207M 178M 148M 118M 89M 59M 30M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count3 GAV$163,641,684

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Brochure Summary

Overview

Post is a New York-based private equity management firm that, together with its affiliates, provides investment advisory services to pooled investment vehicles which are exempt from registration under the Investment Company Act of 1940, as amended (each a “Fund” or, collectively, the “Funds”). The Funds make primarily long-term private equity investments in and provide capital and strategic support to small businesses exhibiting integrity and positive growth prospects. Founded in March 2006, Post acts as the investment manager to the following clients: Post Capital Equity Partners III, LP (“Post III”), Post Capital Equity Partners IV (SC) LP (“Post (SC) IV”) and Post Capital Equity Partners IV, LP, (“Post IV,” and collectively, “the Funds”). Post is principally owned by Palladian Capital LLC and MSP Capital, LLC, which are each separately wholly owned by Post’s Managing Partners, Mitchell A. Davidson and Michael S. Pfeffer, respectively. Post provides advisory services as a private equity manager to its Funds. Interests in the Funds generally are privately offered to qualified limited partners in the United States and elsewhere. The Funds make direct equity investments into small and medium-sized companies that demonstrate a potential for longevity and growth. Post’s investment advisory services consist of identifying and evaluating investment opportunities and negotiating the terms of purchase and sale of investments as well as providing day-to-day managerial services. Investments are made predominantly in non-public companies, although investments in public companies are permitted in certain instances. From time to time, the senior principals of Post or other individuals chosen by Post may serve on portfolio companies’ respective boards of directors
or otherwise act to influence control over management of portfolio companies held by the Funds. Post (SC) IV may, at times, not participate in all Fund IV investments. The difference in Post (SC) IV’s portfolio construction will cause the application of its offering terms, such as, for example, expenses and realizations, to be more or less favorable to Post (SC) IV than the application of such terms offered to the limited partners of Fund IV. Post does not tailor its advisory services to the individual needs of investors in its Funds; Post’s investment advice and authority for each Fund are tailored to the investment objectives of that Fund. These objectives are described in the private placement memorandum, limited partnership agreement, investment advisory agreement and other governing documents of the relevant Fund (collectively, “Governing Documents”). Post provides investment advice regarding individual deals rather than providing advice to individual investor needs, ensuring each investment aligns with the standards established for each Fund. The Firm does not seek or require investor approval from investors regarding each investment. Post may enter into side letters or similar written agreements with investors that have the effect of establishing rights under or altering or supplementing the terms of the investment. Post generally enters into side letters only with investors who make substantial commitments of capital and such side letters are typically negotiated prior to closing any particular investment. Post does not participate in wrap fee programs. As of December 31, 2023, Post manages approximately $163,641,684 of regulatory assets under management, all of which is managed on a discretionary basis.