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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM none

TRADEPOST

TRADEPOST LLC, CRD 289732

COLUMBUS, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:bcb3d043-742f-e256-38a3-5bba803f0909

Data as of Mar 4, 2020 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:07 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Jan 5, 2018 to Mar 4, 2020
4 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $0Item 5.F on the latest filing (2020-03-04); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Advisors on IAPD: 0
Employees: 1
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 0
Individual clients: 0
High net worth clients: 0
Custody, client assets: $0
SEC number: 801-112400
CRD: 289732
Filings on the tape: 4
First filed: Jan 5, 2018
Latest filed: Mar 4, 2020
Organised: Limited Liability Company, Delaware

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Hansell, Jordan, Burke	LLC MANAGER	C	yes	08/2017	Jan 5, 2018	Mar 4, 2020
MERKEL, JAMES, THOMAS	CEO & PRESIDENT	E	yes	01/2017	Jan 5, 2018	Mar 4, 2020
MERKEL, JAMES, THOMAS	LLC MANAGER	C	yes	08/2017	Jan 5, 2018	Mar 4, 2020
RB FOUNDERS, LLC	CONTROLLING MEMBER	E	yes	01/2018	Jan 5, 2018	Mar 4, 2020
PHIPPS, ERIC, BRYAN	CHIEF COMPLIANCE OFFICER	Na	no	09/2017	Jan 5, 2018	Mar 4, 2020
ROCKBRIDGE HOLDINGS LLC	Member	B	no	08/2017	Jan 5, 2018	Mar 4, 2020

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
ROCKBRIDGE CAPITAL, LLC	n/a	Asset manager	$5.0B	N	yes	n/a
BRIDGEPOINT HOSPITALITY MANAGEMENT LLC	n/a	n/a	n/a	N	yes	n/a
RB BRADENTON INVESTMENT HOLDINGS, LLC	n/a	n/a	n/a	N	yes	n/a
RB MIDSOUTH HOTEL INVESTMENT HOLDINGS LLC	n/a	n/a	n/a	N	yes	n/a
RB NEWARK INVESTMENT HOLDINGS, LLC	n/a	n/a	n/a	N	yes	n/a
RB TRI-STATE HOTEL INVESTMENT HOLDINGS LLC	n/a	n/a	n/a	N	yes	n/a
RB-CIV SAVANNAH HOTEL INVESTMENT HOLDINGS LLC	n/a	n/a	n/a	N	yes	n/a
RBC PARTNERS III LLC	n/a	n/a	n/a	N	yes	n/a
RBC PARTNERS IV LLC	n/a	n/a	n/a	N	yes	n/a
RBC PARTNERS LLC	n/a	n/a	n/a	N	yes	n/a
RBC PARTNERS VI LLC	n/a	n/a	n/a	N	yes	n/a
RBC PARTNERS VII LLC	n/a	n/a	n/a	N	yes	n/a
RBI CLEVELAND HOTEL INVESTMENT HOLDINGS LLC	n/a	n/a	n/a	N	yes	n/a
RBI EUGENE INVESTMENT HOLDINGS LLC	n/a	n/a	n/a	N	yes	n/a
RBI LOUISVILLE HOTEL INVESTMENT HOLDINGS II LLC	n/a	n/a	n/a	N	yes	n/a
RBP MANAGER, LLC	n/a	n/a	n/a	N	yes	n/a
SC MULTISTATE INVESTMENT GP HOLDINGS LLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2019	Mar 4, 2020	$0	$0	1	1	0	n/a	n/a
2018	Mar 28, 2019	$0	$0	1	1	1	n/a	n/a
2017	Mar 30, 2018	$0	$0	1	1	1	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2019	$0	$0	n/a	n/a	n/a	1	1	0	1

Relationships

Affiliated with (1)

→ ROCKBRIDGE CAPITAL, LLCRegistered adviserother investment adviser, common control
factForm ADV

Controls (3)

← MERKEL, JAMES, THOMASOwnerCEO & PRESIDENT, ownership code E, individual
Jan 5, 2018 to presentfactForm ADV
← Hansell, Jordan, BurkeOwnerLLC MANAGER, ownership code C, individual
Jan 5, 2018 to presentfactForm ADV
← RB FOUNDERS, LLCOwnerCONTROLLING MEMBER, ownership code E, domestic entity
Jan 5, 2018 to presentfactForm ADV

Owns (2)

← PHIPPS, ERIC, BRYANOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jan 5, 2018 to presentfactForm ADV
← ROCKBRIDGE HOLDINGS LLCOwnerMEMBER, ownership code B, domestic entity
Jan 5, 2018 to presentfactForm ADV

Dated events

Occurred
Jan 5, 2018
First Form ADV filing
Tradepost filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bcb3d043-742f-e256-38a3-5bba803f0909
First observed: Jan 5, 2018
Last observed: Mar 4, 2020 79 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

TRADEPOST

TRADEPOST LLC, CRD 289732

COLUMBUS, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:bcb3d043-742f-e256-38a3-5bba803f0909

Data as of Mar 4, 2020 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:07 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Hansell, Jordan, Burke

LLC MANAGER

yes

08/2017

Jan 5, 2018

Mar 4, 2020

MERKEL, JAMES, THOMAS

CEO & PRESIDENT

yes

01/2017

Jan 5, 2018

Mar 4, 2020

MERKEL, JAMES, THOMAS

LLC MANAGER

yes

08/2017

Jan 5, 2018

Mar 4, 2020

RB FOUNDERS, LLC

CONTROLLING MEMBER

yes

01/2018

Jan 5, 2018

Mar 4, 2020

PHIPPS, ERIC, BRYAN

CHIEF COMPLIANCE OFFICER

09/2017

Jan 5, 2018

Mar 4, 2020

ROCKBRIDGE HOLDINGS LLC

Member

08/2017

Jan 5, 2018

Mar 4, 2020

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

ROCKBRIDGE CAPITAL, LLC

n/a

Asset manager

$5.0B

yes

n/a

BRIDGEPOINT HOSPITALITY MANAGEMENT LLC

n/a

yes

n/a

RB BRADENTON INVESTMENT HOLDINGS, LLC

n/a

yes

n/a

RB MIDSOUTH HOTEL INVESTMENT HOLDINGS LLC

n/a

yes

n/a

RB NEWARK INVESTMENT HOLDINGS, LLC

n/a

yes

n/a

RB TRI-STATE HOTEL INVESTMENT HOLDINGS LLC

n/a

yes

n/a

RB-CIV SAVANNAH HOTEL INVESTMENT HOLDINGS LLC

n/a

yes

n/a

RBC PARTNERS III LLC

n/a

yes

n/a

RBC PARTNERS IV LLC

n/a

yes

n/a

RBC PARTNERS LLC

n/a

yes

n/a

RBC PARTNERS VI LLC

n/a

yes

n/a

RBC PARTNERS VII LLC

n/a

yes

n/a

RBI CLEVELAND HOTEL INVESTMENT HOLDINGS LLC

n/a

yes

n/a

RBI EUGENE INVESTMENT HOLDINGS LLC

n/a

yes

n/a

RBI LOUISVILLE HOTEL INVESTMENT HOLDINGS II LLC

n/a

yes

n/a

RBP MANAGER, LLC

n/a

yes

n/a

SC MULTISTATE INVESTMENT GP HOLDINGS LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2019

Mar 4, 2020

n/a

2018

Mar 28, 2019

n/a

2017

Mar 30, 2018

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2019

n/a