Firms, funds, people, portfolio companies and transactions from sworn filings and cited announcements, kept as a graph with a date and a source on every edge. Reported gross assets are never fund size, regulatory AUM is never dry powder, and a deal value prints only when someone disclosed it.

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Firms / P•• O•• I••••••••• A••••••• I••

P•• O•• I••••••••• A••••••• I••

Hybrid manager · probableunsizedHouston, TXp•••••••••SEC registered investment adviser

Pin Oak Investment Advisors

Classification
Class
Hybrid managerprobable, confidence 65%
Basis
R4: Private Equity Funds are 1 of 19 distinct vehicles; hedge, securitized or liquidity vehicles 11
Size band
unsizeddefined by: no Private Equity Fund GAV on a filing from 2021 or later
Classification history (1)
  1. Sep 13, 2026
    Hybrid manager (probable, 65%, cls-pe-1)
    R4: Private Equity Funds are 1 of 19 distinct vehicles; hedge, securitized or liquidity vehicles 11
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Mar 27, 2012 to Nov 5, 2024
RAUM
$673Mregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
0
PE fund GAV, latest filing
unknownreported gross assets (Form ADV), not fund size
All private fund GAV
$352Mevery private fund type, latest filing
2024 PE fund GAV
unknownsum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
5%
Fund type mix
filed 2024-11-05, latest gav Hedge Fund $312M, Real Estate Fund $40.0M, latest counts Hedge Fund 10, Real Estate Fund 1, lifetime distinct Hedge Fund 11, Real Estate Fund 7, Private Equity Fund 1
Employees
9
Headquarters
Houston, TX
Office address
510 BERING DRIVE, STE 100, Houston, TX, 77057
Business phone
713-871-8300
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
Sectors
not stated or not yet read
Geography
not stated or not yet read
Revenue
not stated or not yet read
EBITDA
not stated or not yet read
Enterprise value
not stated or not yet read
Equity check
not stated or not yet read
Control
not stated or not yet read
Thesis
not stated or not yet read
Observed from deals on record

Nothing observed yet. Behaviour is computed from transactions and portfolio relationships, which have not been collected for this firm.

Funds
9 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
P•• O•• E••••• S••••••••• F••• 2• L•Secondaries fund2025
Form D first sale
unknownno reporting$11.9MFundraising
P•• O•• E••••• S••••••••• F••• I• L•Secondaries fund2025
Form D first sale
unknownno reporting$10.9MFundraising
P•• O•• O••••••••• F••• 4• M•••••• L•buyout or unlabelled2023
Form D first sale
unknownno reporting$13.1MFundraising
P•• O•• O••••••••• F••• 3• M•••••• L•
ADV: Hedge Fund
Fund of funds2022
first reported on Form ADV
$25.9M
as of Nov 5, 2024
no Form DEarly deployment
P•• O•• T••••••• S••••••••• M•••••• L•
ADV: Hedge Fund
Fund of funds2021
first reported on Form ADV
$23.4M
as of Nov 5, 2024
no Form DActive deployment
P•• O•• O••••••••• F••• I• M•••••• L•
ADV: Hedge Fund
Fund of funds2018
first reported on Form ADV
$19.0M
as of Nov 5, 2024
no Form DSuccessor fundraising
P•• O•• R••• E••••• D••••••••• F••• I• M••••• L•Real estate fund2017
Form D first sale
unknownno reporting$54.3MFundraising
P•• O•• A••••••••• I••••• F••• M•••••• L•
ADV: Hedge Fund
Fund of funds2016
Form D first sale
$47.7M
as of Nov 5, 2024
$55.2MUnknown
P•• O•• A••••••••• I••••• F•••• L•
ADV: Private Equity Fund
Fund of funds2016
first reported on Form ADV
$32.6M
as of Jun 30, 2020
no Form DWound down
Team
7 current, 0 former
Platform (6)
Portfolio
0 relationships, 0 platforms, 0 add-ons
No portfolio relationship collected for this firm yet. They arrive from the firm’s portfolio page, deal announcements and filings.
Transactions
0 on record
No transaction naming this firm has been collected yet. The deal tape is read from SEC filings and cited announcements.
Placement agents, lenders, advisers and co-investors
0 relationships
No counterparty collected yet. These are counted from transactions that name both this firm and the other party, and from placement agents on this firm’s funds.
LP commitments
0 disclosed
No LP commitment collected yet. An LP edge needs a public disclosure with a quote, such as a pension plan’s report or an announcement naming the LP.
Events
1 most recent
  1. Mar 27, 2012
    P•• O•• I••••••••• A••••••• I•• first filed Form ADV in the extract (IA)
    First Form ADV filingFactSEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Across the graphs

P•• O•• I••••••••• A••••••• I•• is the same institution as 2 records in RIA and Wealth and Real Estate Funds.

RIA and Wealth1Real Estate Funds1

Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.

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