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POST OAK INVESTMENT MANAGEMENT, INC
CRD 106601
4265 SAN FELIPE, SUITE 1100, HOUSTON, TX, 77027-2998, United States
Phone
713-960-6640
Fax
855-960-6640
Registration
— (—)
Source
State registered
Total AUM
$21.0M
Discretionary AUM
$21.0M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-29
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 12 | $5.0M |
| High net worth individuals | 22 | $16.0M |
All web addresses on file
Official SEC filing: View on IAPD