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Post Oak Capital Advisors I LLP (Houston)


Post Oak Capital Advisors I LLP is a large advisory firm based in Houston. It manages $120 million of regulatory assets for 117 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Texas.

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Post Oak Capital Advisors I provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Post Oak Capital Advisors I: assets under management

The assets under management (AUM) of Post Oak Capital Advisors I LLP is $120 million. The firm's AUM has gone down by -70% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $94 million in discretionary accounts and $26 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $846.85 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $4.33 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Post Oak Capital Advisors I LLP for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Houston

The principal office where Post Oak Capital Advisors I LLP performs its advisory services is located at 1001 West Loop South, Houston, TX 77027, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 713-622-9111 or by fax 713-993-0253. The normal business hours are 8:30 am - 5:30 pm on Monday - Friday. You can find more information about the New York firm at pocaltd.com.


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