Clients
Post Advisory Group serves 40 clients, 16 of them pooled investment vehicles. The average client has about $326 million with the firm.
- Investment companies2 clients5%
- Pooled investment vehicles16 clients34%
- Pension and profit-sharing plans5 clients4%
- State or municipal government entities4 clients21%
- Insurance companies3 clients8%
- OtherCorporations and other businesses, Charitable organizations28%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Investment companies | 2 | $668,024,362 | 5.1% | $334.0M |
| Pooled investment vehicles | 16 | $4,408,027,513 | 33.8% | $275.5M |
| Pension and profit-sharing plans | 5 | $535,227,067 | 4.1% | $107.0M |
| Charitable organizations | 1 | $134,540,310 | 1.0% | $134.5M |
| State or municipal government entities | 4 | $2,753,726,578 | 21.1% | $688.4M |
| Insurance companies | 3 | $1,062,048,615 | 8.1% | $354.0M |
| Corporations and other businesses | 9 | $3,471,531,499 | 26.6% | $385.7M |
| Total | 40 | $13,033,125,944 | 100% | $325.8M |
- Clients
- 2
- Regulatory AUM
- $668,024,362
- Share
- 5.1%
- Avg. per client
- $334.0M
- Clients
- 16
- Regulatory AUM
- $4,408,027,513
- Share
- 33.8%
- Avg. per client
- $275.5M
- Clients
- 5
- Regulatory AUM
- $535,227,067
- Share
- 4.1%
- Avg. per client
- $107.0M
- Clients
- 1
- Regulatory AUM
- $134,540,310
- Share
- 1.0%
- Avg. per client
- $134.5M
- Clients
- 4
- Regulatory AUM
- $2,753,726,578
- Share
- 21.1%
- Avg. per client
- $688.4M
- Clients
- 3
- Regulatory AUM
- $1,062,048,615
- Share
- 8.1%
- Avg. per client
- $354.0M
- Clients
- 9
- Regulatory AUM
- $3,471,531,499
- Share
- 26.6%
- Avg. per client
- $385.7M
Total
- Clients
- 40
- Regulatory AUM
- $13,033,125,944
- Share
- 100%
- Avg. per client
- $325.8M
What it does
Post Advisory Group provides portfolio management for investment companies, portfolio management for pooled vehicles and portfolio management for institutions. It is paid through a percentage of assets, performance-based fees and other arrangements.
Post Advisory Group advises 12 private funds.
100.0% of assets ($13.03B across 40 accounts) are managed with discretion. 78% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
What the accounts hold
- Funds1%
- Bonds77%
- High-yield corporate bonds69%
- Investment grade corporate bonds8%
- Cash5%
- Other17%
- Bank loans17%
Custodians
Post Advisory Group’s client accounts are held mainly at Brown Brothers Harriman Investments, with 15% of managed assets, and Northern Trust Securities, with 12%. Post Advisory Group has custody of $1.23B for 5 clients.
- Brown Brothers Harriman InvestmentsBrown Brothers Harriman Investments, LLC · New York, NY · $1.92B15%
- Northern Trust SecuritiesNorthern Trust Securities, Inc. · Chicago, IL · $1.55B12%
- J.P. MorganJ.P. Morgan Securities LLC · Wilmington, DE · $1.42B11%
- Fifth Third SecuritiesFifth Third Securities, Inc. · Cincinnati, OH · $1.24B10%
- All other custodians$6.90B53%
Ownership and leadership
Gateway Credit Advisory Holdings, LLC owns 75% or more of Post Advisory Group, and Jeffrey Stroll is its CEO.
- Owns 75% or more of Post Advisory Group, LLC
Gateway Credit Advisory Holdings, LLC
Control person · since November 2025
- Owns 25% to 50% of Gateway Credit Advisory Holdings, LLC
Gateway Post Holdings LLC
Control person · since November 2025
- Owns 25% to 50% of Gateway Credit Advisory Holdings, LLC
Post Management Aggregator, LLC
Control person · since November 2025
- Owns 75% or more of Post Management Aggregator, LLC
Post Management Holdco, LLC
Control person · since November 2025
- Owns 25% to 50% of Post Management Holdco, LLC
Jeffrey Stroll
Control person · since November 2025
- Owns 25% to 50% of Post Management Holdco, LLC
David Kim
Control person · since November 2025
- Owns 25% to 50% of Gateway Credit Advisory Holdings, LLC
Damian Giangiacomo
Control person · since November 2025
Deborah Flickinger
Manager · Control person · since November 2025
Michael Cohen
Manager · Control person · since November 2025
Daniel Flesh
Manager · Control person · since November 2025
Leadership
- Jeffrey StrollCo-Chief Investment Officer and Chief Executive Officer
- Yvonne YoungChief Financial Officer
- Maureen OcampoChief Compliance Officer
- Kristopher FarmChief Technology Officer
- Deborah FlickingerChief Operations Officer
- David KimCo-Chief Investment Officer
Staff
- 49 employees
- 24 in advisory functions
- 2 soliciting firms
Fees
Post Advisory Group is paid through a percentage of assets under management, performance-based fees and other.
Post Advisory Group’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Post Advisory Group has 0 offices, with 1 listed address in 1 state.
California · 1 listed address
- 2049 Century Park East, Suite 3050, Los AngelesHQ
Registration details
- Legal name
- Post Advisory Group, LLC
- Headquarters
- 2049 Century Park East, Suite 3050, Los Angeles, CA 90067
- Phone
- 310-996-9600
- Website
- www.postadvisory.com
- SEC file
- 801-57939
- Structure
- Delaware LLC
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Post Advisory Group have?
Post Advisory Group has 40 clients and manages $13 billion for them, as of May 2026. They include 16 pooled investment vehicles, 9 corporations and other businesses and 5 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 5 May 2026
What services does Post Advisory Group offer?
Post Advisory Group provides portfolio management for investment companies, portfolio management for pooled vehicles and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Post Advisory Group use?
Post Advisory Group’s separately managed account assets are held at Brown Brothers Harriman Investments, LLC (New York, NY), with $1,922,572,710, Northern Trust Securities, Inc. (Chicago, IL), with $1,550,250,058, J.P. Morgan Securities LLC (Wilmington, DE), with $1,418,335,644 and Fifth Third Securities, Inc. (Cincinnati, OH), with $1,241,327,185. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 5 May 2026
How many financial advisors does Post Advisory Group have?
Post Advisory Group has 0 investment adviser representatives registered with state securities authorities, out of 49 employees, and 24 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Post Advisory Group invest in?
At the end of its last fiscal year, Post Advisory Group’s separately managed accounts held 69% high-yield corporate bonds, 17% bank loans, 8% investment grade corporate bonds, 5% cash and equivalents and 1% pooled vehicles (private funds and similar). It advises 12 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Post Advisory Group?
Post Advisory Group is owned through a chain of holding companies by Gateway Post Holdings LLC, Jeffrey Stroll, David Kim and Damian Giangiacomo. Its direct owner is Gateway Credit Advisory Holdings, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 5 May 2026
How does Post Advisory Group get paid?
Post Advisory Group is paid through a percentage of assets under management, performance-based fees and other arrangements. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
