# Post Oak Financial

Post Oak Financial is a RIA based in Houston, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Houston, United States
- **Region:** North America
- **Address:** Houston, TX, United States
- **Assets under management:** Undisclosed
- **Website:** postoakfinancial.com

## Regulatory record

- **CRD number:** 160257
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/160257

## About

Post Oak Financial, LLC is a state-registered investment adviser. It has one employee and one investment adviser.

## Sectors

- Real Estate
- Leisure & Hospitality
- Consumer
- Private Credit
- Specialty Finance

## People

- Tilman J. Fertitta — Sole Shareholder and Chairman

## 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.

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- [Portfolio Management & Planning](https://altss.com/profile/portfolio-management-and-planning-inc)
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Last updated: 2026-07-06T01:24:23.473Z

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