POST OAK ENERGY CAPITAL, LP

Exempt Reporting AdvisorFINRA MemberEst. 2012
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
HOUSTON, Texas
CRD number
162765
Registered since
March 29, 2012

Firm profile

FINTRX

Overview

Post Oak Energy Capital, LP is organized as a limited partnership and has been SEC-registered since 2012. The firm operates primarily as a manager and sponsor of pooled vehicles, taking roles as sponsor, general partner and managing member of private funds. Its public filings list affiliations that include other investment adviser activity and CPO/CTA capacity, indicating the firm can both advise private funds and, where appropriate, operate commodity or pooled strategies. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser. Investment activity centers on private fund formation and management rather than retail advisory accounts. The entity’s fund structure and sponsor/GP role suggest a focus on deploying capital through closed-end vehicles and co-investments rather than direct, separately managed accounts.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • PHILIP DAVIDSON

    Founding Partner and Managing DirectorCRD 5466832

  • CLINT WETMORE

    Founding Partner and Managing DirectorCRD 2283663

  • FROST COCHRAN

    Founding Partner and Managing DirectorCRD 3221067

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

HOUSTON, TX

HARRIS

Location

HOUSTON, TX

Headquartered in HOUSTON, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
HARRIS
Address
34 S Wynden Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth