CCO · PIN Oak Investment Advisors Inc
Daniel C. Estes
CRD 2566459 · Named on Form ADV at one SEC-registered adviser
At a glance
PIN Oak Investment Advisors Inc, an SEC-registered private fund adviser based in Houston, TX with $785 million in regulatory assets, lists Daniel C. Estes on its Form ADV as CCO.
Firms and roles
- PIN Oak Investment Advisors IncCCOPrivate fund adviser · Houston, TX · $785M in regulatory assets
AtlasMembers
Daniel’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- Locked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- James B. RousePresident, PIN Oak Investment Advisors Inc
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Daniel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.