# POST OAK INVESTMENT MANAGEMENT, INC

POST OAK INVESTMENT MANAGEMENT, INC of HOUSTON, TX is an SEC-registered investment adviser.

## Registration

- CRD: 106601
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/106601/brochure
- Similar advisers: https://search.stillhousedata.com/firm/106601/similar
- Related entities: https://search.stillhousedata.com/firm/106601/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/106601

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.