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Pin Oak Investment Advisors Inc

● SEC registered since 1990CRD 105550SEC# 801-35858Houston, TX
Export (members)
Ranks #3,181 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$671.9M
Fund GAV
$364.3M
Private funds
10
Employees
12
Accounts
336
Location
Houston, TX

Pin Oak Investment Advisors Inc assets under management

Pin Oak Investment Advisors Inc operates as an SEC-registered investment adviser based in Houston, TX. The firm has been registered since 1990. It reports $671.9 million in regulatory assets under management and employs 12 people. Pin Oak Investment Advisors Inc manages 10 private funds with combined gross assets of $364.3 million, including Pin Oak Real Estate Development Fund II Master, LP. By regulatory assets, it ranks 3,181 of 5,911 private fund managers.

Pin Oak Investment Advisors Inc private funds

10 funds · $364.3M GAV
FundTypeGross assetsMin.
Pin Oak Real Estate Development Fund II Master, LPHedge$70.5M$100K
Pin Oak Real Estate Development Fund IHedge$70.4M$100K
Pin Oak Alternative Income Fund Master, LPHedge$53.4M$100K
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Pin Oak Investment Advisors Inc owners & executives

2 reported
NameTitleOwnershipSince
Daniel Charles EstesCcoUnder 5%2011
James Barrett Rouse ControlPresidentOver 75%2005

Frequently asked questions

How much does Pin Oak Investment Advisors Inc manage?

Pin Oak Investment Advisors Inc reports $671.9 million in regulatory assets under management on its Form ADV.

How many private funds does Pin Oak Investment Advisors Inc manage?

Pin Oak Investment Advisors Inc manages 10 private funds with combined gross assets of $364.3 million.

How many employees does Pin Oak Investment Advisors Inc have?

Pin Oak Investment Advisors Inc reports 12 employees.

Where is Pin Oak Investment Advisors Inc located?

Pin Oak Investment Advisors Inc is based in Houston, TX and has been SEC-registered since 1990.

Does Pin Oak Investment Advisors Inc disclose fund performance?

Pin Oak Investment Advisors Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address510 Bering Drive, Ste 100, Houston, TX 77057
Phone713-871-8300
Fax713-871-8307
Office hours8:00 a.m. - 5:00 p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$671.9M
Non-discretionary$0
Total (RAUM)$671.9M

Service providers