About Analog Capital PartnersAn adaptive, intellectually independent wealth firm
Houston-based, partner-owned, fee-only fiduciary wealth management for high-net-worth individuals, families, founders, executives, and business owners.
Analog Capital Partners at a Glance
Analog Capital Partners LLC is a Houston-based, partner-owned, fee-only registered investment adviser serving high-net-worth individuals, families, founders, executives, and business owners in Houston and nationwide. Founded in 2020, the firm combines institutional-style investment management with personalized financial planning, retirement planning, in-house tax planning and tax preparation, estate and trust planning coordination, risk management, and founder advisory.
Analog Capital Partners is compensated by its clients rather than through commissions or investment-product sales. Its investment philosophy emphasizes resilient, multi-asset portfolios designed for multiple economic environments rather than dependence on a single market forecast or conventional stock-and-bond allocation. Portfolios may include global equities, U.S. Treasury securities, real estate securities, precious metals, and diversifying strategies when appropriate. Client accounts are held with independent institutional custodians, including Charles Schwab and Goldman Sachs. The firm is headquartered at 12 Greenway Plaza in Houston, Texas.
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Our Approach
We build resilient multi-asset portfolios designed to navigate an increasingly uncertain financial world combining institutional-level investment management with personalized financial planning.
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Our Values
We value independent thinking, fiduciary responsibility, and long-term discipline prioritizing resilience, transparency, and alignment of interests over short-term speculation or one-size-fits-all advice.
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Our Story
Founded by Billy Desai after nearly two decades in finance frustrated by the limitations of traditional portfolio models, he built Analog to deliver institutional-quality investment management focused on long-term resilience and preservation of purchasing power.
Advice without product-sales commissions. Portfolios without off-the-shelf model constraints. Planning without silos.
Built on decades of investment banking & institutional advisory for many of the largest corporate investors.
Reassured by the institutional strength of Goldman Sachs.
Built by an operator who wanted something better
Founded by Billy Desai after nearly two decades across Merrill Lynch, Credit Suisse, Invesco and Lehman Brothers, Analog was created out of frustration with the limits of traditional portfolio models and one-size-fits-all advice.
The result is an intellectually independent firm delivering institutional-quality investment management, multi-asset construction, and personalized planning focused on long-term resilience and the preservation of purchasing power.
our StoryThe partnersExperienced professionals, fully aligned with you
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Billy Desai, MBA, CFA, CFP®
CEO, Founding Partner
20+ years of institutional advisory
Past: Merrill Lynch, Credit Suisse, Invesco, Lehman Brothers, Polar Capital & Société Générale
MBA IESE Business School, B.S. McGill University, CFA® charter holder
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Dan Adams
Founding Partner
15+ years of institutional advisory
Past: Kaye Capital Management, Credit Suisse, Invesco & Evercore ISI
B.A. Loyola Marymount University
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Jonathan White, CPA
Certified Public Accountant
15+ years of tax planning experience
Tax structuring and minimization strategies
M.A. University of Oklahoma, CPA
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Randy Fox, CFP®, AEP
Estate Strategist
35+ years of financial planning experience
10+ years specializing in estate planning for high net worth families
B.A. Washington University, CFP®, AEP®
LinkedIn Profile
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Ben Dorsey, CFP®, CPA
Senior Financial Advisor
20+ years of tax planning experience
International tax, advanced tax planning, holistic planning & wealth management
M.S. University of Baltimore School of Law, CPA
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Jeff Pomerantz, CPA
Certified Public Accountant
43+ years of tax planning experience
Tax structuring and resolution
B.S. Case Western Reserve University, CPA
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Tom Kluttz, CFP®, ChFC
Senior Financial Advisor
30+ years of tax planning experience
Wealth management for HNW, trust & estate
Global multi-asset portfolios
Ready to plan with a team that's fully aligned with you?
Arrange an introductory conversation and see how a coordinated, fiduciary approach fits your goals.