$21.0M Total AUM
$21.0M Disc. AUM
-- 3Y CAGR
1 Employees
34 ADV. Clients
27 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS ยท Interactive Brokers
- Clients
- Retail
- Platforms
- MeridianHorizon peak
- Established Date
- 01-06-1999
- Office Locations
- 1
Office Locations
4265 SAN Felipe, Suite 1100 Houston TX
About Post OAK Investment Management, INC
Post Oak Investment Management is a Houston-based RIA providing global macro investment management and asset-allocation solutions since 2000. The firm builds portfolios primarily using ETFs alongside investment-grade corporate and U.S. government bonds and cash, and supports planning needs such as retirement plans, insurance, and estate planning. Custody relationships include Fidelity/NFS and Interactive Brokers.
Team overview
66 AVG AGE
$21.0M AVG AUM / ADVISOR
$617.6K AVG AUM / CLIENT
22.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
27yrs Firm Age
Insights
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Asset Classes
Unison catalyst Ember harbor Pathway Ember radial
Client Personas
Summit vertex
Custodian
Pioneer north Catalyst value Prime Pioneer Signal value Crest
Investment Themes
Pathway
Investment Vehicles
Matrix crest
Services
Vertex momentum Optima quantum Foundation fusion Prime catalyst
Technology
Horizon vector Bridge
Owner & Executives
KENNETH WILLIAM KATZEN
Investment Advisor, President
- CRD
- #1551407
- Ownership
- 75% or more
(699) 208-2551
ridge.meridian@atlascapital.com
in linkedin.com/in/beacon-horizon
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $21,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $21,000,000
Equity - Exchange:
22.7% Corporate - Investment Grade:
29.2% U.S. Government/Agency:
10.7% Cash:
37.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $815,661,910 | 22.7% |
| Corporate - Investment Grade | $1,049,221,488 | 29.2% |
| U.S. Government/Agency | $384,474,997 | 10.7% |
| Cash | $1,343,865,878 | 37.4% |
| Total | $3,593,224,273 | 100.0% |