Houston, TX Greenway Plaza Office
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Analog Capital Partners LLC
Team
Firm-wide stats for Analog Capital Partners LLC
About
Analog Capital Partners provides discretionary portfolio management and financial planning to individual and high‑net‑worth clients, and also serves other investment advisers by acting as a subadviser. The firm documents client goals and constraints in an Investment Policy Statement for each account and manages roughly $92.8 million in discretionary assets across its client relationships.
The firm builds customized portfolios aligned to clients’ time horizons and risk tolerances and typically implements them using a mix of fundamental, quantitative, technical and modern‑portfolio‑theory approaches. Portfolio construction includes equities, ETFs, fixed income, real estate funds and options (including covered options), and the firm uses RightCapital software to assemble and deliver financial plans.
Noteworthy features include a recent expansion to formal subadviser arrangements (disclosed as a material change) and the use of third‑party referral arrangements, including participation in the Zoe Advisor Network and revenue‑share models, to source clients. The firm also discloses a written code of ethics, procedures intended to ensure fair allocation of investment opportunities, and management that includes credentialed investment professionals such as a CFA charterholder.
Based on Analog Capital Partners LLC
Expertise
Based on Analog Capital Partners LLC
Location
12 Greenway Plaza, Suite 1115
Houston TX 77046
Advisors at this office
3
Advisors at this office
Billy D
CFA®, Series 63
Houston, TX
Analog Capital Partners LLC
Billy Desai is a CFA® charterholder and holds a Series 63 license with six years of industry experience. He is currently with Analog Capital Partners LLC and Analog Capital AI, where he has worked since 2020 and 2025 respectively. His prior roles include positions at Collaboration Capital and Invesco. Analog Capital Partners provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, and also acts as a subadviser to other investment advisers. The firm customizes portfolios based on client time horizons and risk tolerances using a mix of fundamental, quantitative, technical, and modern portfolio theory approaches.
Daniel A
Series 63, Series 66, Series 65
Houston, TX
Analog Capital Partners LLC
Daniel Adams is a financial advisor at Analog Capital Partners LLC with six years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has prior experience at Invesco, Credit Suisse Securities, and International Strategy & Investment Group LLC. Outside of advisory work, he serves as an account manager for Refinitiv, a firm that licenses and markets data products and services. Analog Capital Partners provides discretionary portfolio management and financial planning to individual and high-net-worth clients, as well as serving other investment advisers as a subadviser. The firm customizes portfolios based on client time horizons and risk tolerances, employing a combination of fundamental, quantitative, technical, and modern portfolio theory approaches.
Thomas M
Series 65
Houston, TX
Analog Capital Partners LLC
Thomas Mott is a Series 65-licensed advisor at Analog Capital Partners LLC in Houston, TX, with four years of industry experience. He has been with Analog Capital Partners since 2022 and is also involved in real estate investing and syndication. Analog Capital Partners provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs a mix of fundamental, quantitative, technical, and modern portfolio theory approaches to build customized portfolios and also serves as a subadviser to other investment advisers.
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