Post Oak Investment Management

Post Oak Investment Management

Post Oak Investment Management was founded in Houston, Texas, as an SEC-registered investment adviser serving institutional investors, family offices, and high-net-worth individuals. The firm's core business is constructing and managing custom portfolios that span public equities, fixed income, and alternative investments. It does not disclose its founding year nor the identity of its founding principals in public materials. On the strategy side, Post Oak Investment Management allocates across a range of asset classes, including global equities, taxable and tax-exempt fixed income, and alternative vehicles such as private equity and hedge funds. The firm emphasizes a disciplined, research-driven process to identify opportunities, but does not publicly detail its specific approach or name portfolio companies. Its geographic focus is primarily the United States, with some exposure to developed international markets. The firm's team size and AUM are not publicly available. Post Oak Investment Management operates from a single Houston office. No philanthropic vehicles or adjacent operating companies are disclosed in public records. A structural differentiator for Post Oak Investment Management is its SEC registration as an investment adviser, which subjects it to regulatory oversight and fiduciary standards. This distinguishes it from many single-family offices that operate without such registration, suggesting the firm is either a multi-family office or a traditional asset manager. Its governance and succession structure are not publicly known.