Pin Oak Investment Advisors Inc

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Pin Oak Investment Advisors Inc ✚
CRD #	105550
SEC #	801-35858
CIK #	0001094584
AUM	784.8 M (2026-04-01)
Employees	12 (42% Investors, 0% Brokers)
Fees
Minimum
Phone	713-871-8300
Address	510 Bering Drive Houston, TX 77057
Source	[IAPD] [EDGAR] [Website]

Total AUM ($M) Copy

CIK	Period
0001094584	2026-03-31 2025-12-31 2025-09-30 2025-06-30 2025-03-31 2024-12-31 2024-09-30 2024-06-30 2024-03-31 2023-12-31 2023-09-30 2023-06-30 2023-03-31 2022-12-31 2022-09-30 2022-06-30 2022-03-31 2021-12-31 2021-09-30 2021-06-30 2021-03-31 2020-12-31 2020-09-30 2020-06-30 2020-03-31 2019-12-31 2019-09-30 2019-06-30 2019-03-31 2018-12-31 2018-09-30 2018-06-30 2018-03-31 2017-12-31

CIK

Period

0001094584

Sector	Form 13F Holdings	Value ($M)
	Petrobras - Petroleo Brasileiro Sa	0.1
	Barrick Gold Corp	0.1
	General Motors Co	0.1
	Uber Technologies Inc	0.1
	Idexx Laboratories Inc /DE	0.1
	Aon Corp	0.1
	Sony Corp	0.1
	Martin Marietta Materials Inc	0.0
	BB&T Corp	0.0
	3M Co	0.0
	Accenture PLC	0.0
	Target Corp	0.0
	PNC Financial Services Group Inc	0.0
	Corteva Inc	0.0
	Garmin Ltd	0.0
	ASML Holding NV	0.0
	Almonty Industries Inc	0.0
	Murphy USA Inc	0.0
	Centerpoint Energy Inc	0.0












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Type	Form D Funds	Date	Sold	AUM
HF	Pin Oak Energy Secondaries Fund 2 LP	[2026-04-01]	11.9 M	11.1 M
	Filed 2026-01-06 (D) · Exemption 506(b), 3(c), 3(c)(5) · Minimum $100,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
HF	Pin Oak Energy Secondaries Fund I LP	[2026-04-01]	10.9 M	10.6 M
	Filed 2026-01-06 (D) · Exemption 506(b), 3(c), 3(c)(5) · Minimum $100,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
HF	Pin Oak Opportunity Fund 4 Master LP	[2024-03-31]	13.1 M	15.7 M
	Filed 2026-02-19 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Minimum $50,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
HF	Pin Oak Texana Aviation Fund 1 LP	[2024-03-31]	22.4 M	31.2 M
	Filed 2024-11-05 (D/A) · Exemption 506(b), 3(c), 3(c)(5) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
HF	Pin Oak Opportunity Fund 3 Master LP	[2022-03-31]	18.0 M	30.0 M
	Filed 2024-01-30 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Minimum $50,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
HF	Pin Oak Targeted Strategies Master LP	[2021-11-01]	18.0 M	34.3 M
	Filed 2024-01-30 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Minimum $50,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
HF	Pin Oak Alternative Income Fund Master LP	[2021-04-01]	55.2 M	55.2 M
	Filed 2026-02-19 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Minimum $40,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
RE	Pin Oak Land Banking Fund I LP	[2020-04-01]		11.6 M
	Offered $18,000,000 · Filed 2019-11-12 (D) · Exemption 506(b) · Remaining $18,000,000 · Duration One year or less · Revenue Decline to Disclose
HF	Pin Oak Opportunity Fund II Master LP	[2018-10-31]		14.1 M
	Filed 2018-08-29 (D) · Exemption 506(b) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	Pin Oak Real Estate Development Fund II Master LP	[2017-05-25]	2.0 M	85.2 M
	Filed 2017-11-22 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
View All

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	123	43.9
(b) Individuals (high net worth individuals)	175	368.0
(c) Banking or thrift institutions	0	0.0
(d) Investment companies	0	0.0
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	24	372.9
(g) Pension and profit sharing plans	0	0.0
(h) Charitable organizations	0	0.0
(i) State or municipal government entities	0	0.0
(j) Other investment advisers	0	0.0
(k) Insurance companies	0	0.0
(l) Sovereign wealth funds and foreign official institutions	0	0.0
(m) Corporations or other businesses not listed above	0	0.0
(n) Other	0	0.0
Total	322	784.8
By Discretionary
Discretionary	322	784.8
Non-Discretionary	0	0.0
Total	322	784.8
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		784.8
Total	322	784.8

Form D Directors	Role	# Filings	# Firms
Barrett Rouse	Promoter	34	2
Douglas Schnitzer	Promoter	1	1
Griffin Guthneck	Promoter	1	1

EDGAR Form	CIK	2011 - 2026
13F-HR	[0001094584]

Firm Profile (Form ADV)
Discretionary AUM	$0.1B
Serves	Institutional, Retail
Fund Types	Hedge Fund, Private Equity, Real Estate

Comparable Firms	State	AUM
Autumn Lane Advisors LLC ✚	TX	1,198.9 M
Watts Gwilliam & Company LLC ✚	AZ	1,031.9 M
Commerce Street Investment Advisor LLC ✚	TX	891.3 M
Westwood Advisors LLC ✚	TX	749.5 M
Diesslin Group Inc ✚	TX	696.3 M
Verdis Investment Management LLC ✚	PA	497.0 M
Audent Global Asset Management LLC ✚	CA	452.3 M
SWS Partners LLC ✚	OH	442.6 M
Vinci Partners USA LLC ✚	NY	327.0 M
Broyhill Asset Management LLC ✚	NC	204.5 M

Pin Oak Investment Advisors Inc

Assets, Funds, Holdings