# Post Oak Investment Management

Post Oak Investment Management is an Asset Manager based in Houston, United States.

## Overview

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

## Regulatory record

- **CRD number:** 106601
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/106601

## About

Post Oak Investment Management, Inc. is a state-registered investment adviser in Houston, TX. The firm manages approximately $21 million in regulatory assets. It has 1 employee and 1 investment adviser.

## 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.

### 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.

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Last updated: 2026-06-03T20:00:00.000Z

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