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Post Oak Financial
Post Oak Financial is a ria based in Houston; the Altss profile covers its classification, headquarters, registration, AUM band, and key contacts for...
Post Oak Financial
Post Oak Financial, LLC is a state-registered investment adviser. It has one employee and one investment adviser.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Houston
Corporate office
Houston, TX, United States
Principals
Tilman J. Fertitta
Sole Shareholder and Chairman
Sector focus
Frequently asked questions
Who controls investment decisions at Post Oak Financial?
Tilman Fertitta retains sole control over all material investment decisions. As the 100% owner of both Post Oak Financial and its underlying operating businesses, Fertitta does not operate under an investment committee structure typical of multi-family offices. No separate CIO has been publicly named, and investment execution runs through his office of the chairman.
How does Post Oak Financial source its investment opportunities?
Deal flow is generated through Fertitta's direct relationships in the hospitality and gaming industries, his ownership of the Houston Rockets, and his board-level access across Texas and Nevada commercial real estate networks. The firm does not participate in GP-led auction processes or maintain a traditional sourcing team, relying instead on Fertitta's ability to act quickly on off-market opportunities surfaced through his operating businesses.
Does Post Oak Financial participate in fund commitments or only direct deals?
Post Oak Financial's publicly disclosed activity is overwhelmingly concentrated in direct deals and wholly owned operating platforms rather than blind-pool fund commitments. The firm's permanent-capital structure supports direct real estate acquisition and bespoke credit arrangements, though smaller LP interests in Fertitta-connected vehicles cannot be ruled out given the lack of public disclosure.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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