POST OAK INVESTMENT MANAGEMENT, INC

POST OAK INVESTMENT MANAGEMENT, INC of HOUSTON, TX is an SEC-registered investment adviser (CRD 106601). Regulatory assets under management: $21.0M.

Registration

• CRD: 106601
• Type: Registered investment adviser
• Location: 4265 SAN FELIPE, SUITE 1100, HOUSTON, TX, 77027-2998
• Phone: 713-960-6640
• Latest filing: 2026-03-29
• Regulatory AUM: $21.0M
• Discretionary AUM: $21.0M
• Clients: 1
• Accounts: 40

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 106601 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search