Investment adviser · CRD 108860

POST ADVISORY GROUP, LLC

Investment adviser filing (IA)

LOS ANGELES, CA, United States · Form ADV filed May 5, 2026

Regulatory AUM
$13B
Form ADV · Item 5.F
Client accounts
40
Accounts, not individual clients
Employees
49
Reported in this filing
Advisory professionals
24
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles16$4,408,027,51333.8%
Corporations & businesses9$3,471,531,49926.6%
Government entitiesFewer than 5$2,753,726,57821.1%
Insurance companiesFewer than 5$1,062,048,6158.1%
Investment companies2$668,024,3625.1%
Retirement plans5$535,227,0674.1%
CharitiesFewer than 5$134,540,3101.0%
Filing source

Form ADV 2099907 · May 5, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

18 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

POST TRADITIONAL HIGH YIELD FUND, LPOther Private Fund · Last reported Jul 20, 2017$407MGross asset value

Form D fundraising filings

Post Traditional High Yield Fund, L.P.

Fund administrator BANK OF NEW YORK MELLON, ALTERNATIVE INVESTMENT SERVICES DIVISION WILMINGTON, Delaware, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor ERNST & YOUNG LLP LOS ANGELES, California, United States
Custodian BANK OF NEW YORK MELLON, ALTERNATIVE INVESTMENT SERVICES DIVISION WILMINGTON, Delaware, United States Related to adviser: No
Marketer PRINCIPAL GLOBAL INVESTORS DES MOINES, Iowa, United States Related to adviser: Yes
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

PRINCIPAL GLOBAL INVESTORS
CRD 109002 · SEC 801-55959

Fund details & source
Fund ID
805-1693066378
Reported beneficial owners
35
Minimum commitment
$100K
Form D file number
021-143529

Form ADV 1128141 · Jul 20, 2017 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

POST CLO 2023-1 LTDSecuritized Asset Fund · Last reported May 5, 2026$403MGross asset value
Fund administrator U.S. BANK NATIONAL ASSOCIATION - GLOBAL CORPORATE TRUST SERVICES BOSTON, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Custodian U.S. BANK NATIONAL ASSOCIATION BOSTON, Massachusetts, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

U.S. BANK NATIONAL ASSOCIATION
LEI 6BYL5QZYBDK8S7L73M02

Fund details & source
Fund ID
805-1181067116
Reported beneficial owners
1
Minimum commitment
$250K

Form ADV 2099907 · May 5, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

POST CLO VI LTDSecuritized Asset Fund · Last reported May 5, 2026$400MGross asset value
Fund administrator U.S. BANK NATIONAL ASSOCIATION BOSTON, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Custodian U.S. BANK NATIONAL ASSOCIATION - U.S. BANK GLOBAL CORPORATE TRUST SERVICES BOSTON, Massachusetts, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

U.S. BANK NATIONAL ASSOCIATION - U.S. BANK GLOBAL CORPORATE TRUST SERVICES
LEI 6BYL5QZYBDK8S7L73M02

Fund details & source
Fund ID
805-4375311559
Reported beneficial owners
3
Minimum commitment
$250K

Form ADV 2099907 · May 5, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

POST CLO 2024-1 LTD.Securitized Asset Fund · Last reported May 5, 2026$399MGross asset value
Fund administrator U.S. BANK NATIONAL ASSOCIATION - GLOBAL CORPORATE TRUST SERVICES BOSTON, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Custodian U.S. BANK NATIONAL ASSOCIATION - GLOBAL CORPORATE TRUST SERVICES BOSTON, Massachusetts, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No
Fund details & source
Fund ID
805-7442640057
Reported beneficial owners
3
Minimum commitment
$250K

Form ADV 2099907 · May 5, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

POST CLO 2021-1 LTD.Securitized Asset Fund · Last reported May 5, 2026$393MGross asset value
Fund administrator U.S. BANK NATIONAL ASSOCIATION - GLOBAL CORPORATE TRUST SERVICES BOSTON, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Custodian U.S. BANK NATIONAL ASSOCIATION BOSTON, Massachusetts, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

U.S. BANK NATIONAL ASSOCIATION
LEI 6BYL5QZYBDK8S7L73M02

Fund details & source
Fund ID
805-2056909552
Reported beneficial owners
1
Minimum commitment
$250K

Form ADV 2099907 · May 5, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

POST CLO 2022-1 LTD.Securitized Asset Fund · Last reported May 5, 2026$393MGross asset value
Fund administrator U.S. BANK NATIONAL ASSOCIATION - GLOBAL CORPORATE TRUST SERVICES BOSTON, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Custodian U.S. BANK NATIONAL ASSOCIATION BOSTON, Massachusetts, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

U.S. BANK NATIONAL ASSOCIATION
LEI 6BYL5QZYBDK8S7L73M02

Fund details & source
Fund ID
805-4688792748
Reported beneficial owners
1
Minimum commitment
$250K

Form ADV 2099907 · May 5, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

POST TRADITIONAL HIGH YIELD MASTER FUND, LPOther Private Fund · Last reported May 5, 2026$382MGross asset value

Feeder funds

Fund administrator BANK OF NEW YORK MELLON, ALTERNATIVE INVESTMENT SERVICES DIVISION NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor ERNST & YOUNG LTD GEORGETOWN, Cayman Islands
Custodian BANK OF NEW YORK MELLON, ALTERNATIVE INVESTMENT SERVICES DIVISION NEW YORK, New York, United States Related to adviser: No
Marketer PRINCIPAL ASSET MANAGEMENT DES MOINES, Iowa, United States Related to adviser: No
Marketer XT CAPITAL PARTNERS, LLC SAUSALITO, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

ERNST & YOUNG LTD
PCAOB 1655

BANK OF NEW YORK MELLON, ALTERNATIVE INVESTMENT SERVICES DIVISION
LEI HPFHU0OQ28E4N0NFVK49

PRINCIPAL ASSET MANAGEMENT
CRD 109002 · SEC 801-55959

XT CAPITAL PARTNERS, LLC
CRD 118719 · SEC 8-53683

Fund details & source
Fund ID
805-9605275204
Reported beneficial owners
18
Minimum commitment
$3M
Form D file number
021-143529

Form ADV 2099907 · May 5, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: May 5, 2026. View historical filings

Reported services

Investment company portfolio management · Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets · Performance-based

Principal office

2049 CENTURY PARK EAST, SUITE 3050
LOS ANGELES, CA, 90067, United States

CRD 108860

Filing source

Form ADV 2099907 · May 5, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.