SourcingSourcing

POST CAPITAL MANAGEMENT LLC

C43
CRD 161892·SEC 801-88196·NEW YORK, NY
AUM
$200.2M
$100M-$500M
Est. Revenue
$2.0M
@ 1% on AUM
Est. EBITDA
$601K
@ 30% margin
Est. Deal Value
$4.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
POST CAPITAL MANAGEMENT LLC
CRD
161892
SEC file #
801-88196
EIN
—
DBA names
Post Capital Partners

Economics

AUM
$200.2M
AUM band
$100M-$500M
AUM trajectory
'20'26
$158.3M → $200.2M▲ +26%
Client mix
Pooled Investment Vehicles5

Operations

Employees (total)
8
Advisory staff (per ADV)
7
Advisory staff (5-yr trend)
'20'26
6 advisors → 7 advisors▲ +17%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
JPMorganlow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based feesOther Compensation

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
postcp.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MSP CAPITAL, LLC
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
MSP CAPITAL, LLC
PALLADIAN CAPITAL LLC
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
POSTCP.COM
Rdap Domain Creation Date
2002-05-26T02:57:05Z
Rdap Firm Age Years
24
Rdap Firm Age Band
20+y
Rdap Registrar
Register.com - Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Jpmorgan8
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-05-26T02:57:05Z
Rdap Domain Last Changed
2018-10-04T15:59:11Z
Rdap Nameservers
Ns2537.hostgator.comNs2538.hostgator.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (3)

3
CHEANG, CHRISTOPHER, POH
Executive Officer · 2.5%
4849156
DAVIDSON, MITCHELL, ALAN
Executive Officer · 2.5%
4027376
PFEFFER, MICHAEL, STUART
Executive Officer · 2.5%
2286168