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Post Oak Investment Management
Post Oak Investment Management, Inc. is an SEC-registered investment adviser in Houston, TX. The firm manages approximately $21 million in regulatory assets.
Post Oak Investment Management
Post Oak Investment Management, Inc. is an SEC-registered investment adviser in Houston, TX. The firm manages approximately $21 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
City
Houston
Corporate office
Houston, TX, United States
Frequently asked questions
Who runs investment decisions at Post Oak Investment Management?
The firm's leadership and investment committee members are not publicly named. Post Oak Investment Management does not disclose its principals in publicly available filings or on its website.
Is Post Oak Investment Management structured as a single family office or multi-family office?
The firm is registered as an SEC investment adviser, which suggests it is likely a multi-family office or a traditional asset manager, not a single-family office. Single-family offices that do not exceed regulatory thresholds typically do not register.
What types of clients does Post Oak Investment Management serve?
The firm serves institutional investors, family offices, and high-net-worth individuals. Its RIA registration allows it to provide discretionary asset management and financial planning services to these groups.
What investment approach does Post Oak Investment Management follow?
The firm uses a research-driven, multi-asset approach that allocates across global equities, fixed income, and alternative investments such as private equity and hedge funds. It tailors portfolios to individual client objectives and risk tolerances.
Does Post Oak Investment Management disclose its AUM or performance?
No. The firm does not publicly report its assets under management or investment performance. Regulatory filings do not reveal these figures.
How can one access Post Oak Investment Management's services?
Prospective clients typically contact the firm through its website or by phone. The firm requires a minimum account size that is not publicly stated. Accreditation and suitability standards apply.
Is Post Oak Investment Management affiliated with any larger financial institution?
No public information indicates an affiliation with a parent company or larger institution. The firm appears to operate as an independent registered investment adviser.
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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