About Analog Capital PartnersMeet the people behind your wealth strategy.
Meet the investment, financial-planning, tax, and estate professionals who work together to help families make better financial decisions—and see the experience each brings to the relationship.
OUR TEAMOne team across investments, planning, tax, and estate strategy
Complex financial decisions rarely fit neatly into one discipline. Our team brings investment management, financial planning, tax expertise, and estate strategy together so recommendations can be considered in the context of your entire financial life.
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Billy Desai, MBA, CFA, CFP®
CEO, Founding Partner
Billy leads ACP's investment strategy and portfolio construction, bringing more than two decades of experience across institutional investing, quantitative research, and multi-asset portfolio management to private-client portfolios.
20+ years across institutional investing, portfolio construction, and quantitative research
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
Dan works with families on wealth strategy and advisory relationships, drawing on more than 15 years of institutional investment and advisory experience.
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
Jonathan helps clients identify and implement tax strategies across personal, investment, and business decisions, with a focus on proactive tax planning and structuring.
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
Randy helps high-net-worth families think through estate, legacy, and wealth-transfer strategies, coordinating financial and tax considerations with qualified estate-planning counsel when legal implementation is required.
35+ years of financial planning experience
10+ years specializing in estate planning for high net worth families
B.A. Washington University, CFP®, AEP®
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Ben Dorsey, CFP®, CPA
Senior Financial Advisor
Ben brings financial planning and tax expertise together, with experience spanning international tax, advanced tax planning, retirement, and comprehensive wealth management.
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
Jeff brings more than four decades of tax experience to complex planning, structuring, compliance, and tax-resolution matters.
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, CTFA
Senior Financial Advisor
Tom works with high-net-worth families across financial planning, investment strategy, trusts, estates, and long-term wealth-management decisions.
30+ years of financial planning and wealth management experience
Wealth management for HNW, trust & estate
Global multi-asset portfolios
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Thomas Brent Mott MBA
Senior Financial Advisor
Brent bring over a decade of financial mentorship experience with expertise in real estate.
10+ years of financial mentorship
Asset protection, real estate & wealth management
University of Mary Hardin-Baylor, Economics
100% partner-owned fiduciary
Independent, client-paid advice without product-sales commissions.
Investment management built in-house
Proprietary portfolio construction rather than outsourced, off-the-shelf models.
Independent institutional custody
Client assets are held in the client's name with custodians including Charles Schwab, Goldman Sachs, and Apex.
Analog Capital Partners at a Glance
Analog Capital Partners 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, ACP combines proprietary investment management, comprehensive financial planning, retirement planning, tax planning and preparation, and coordinated estate strategy within one advisory relationship.
We are compensated by our clients rather than through commissions or investment-product sales. Client investment accounts are held in the client's name with independent custodians including Charles Schwab, Goldman Sachs, and Apex. Our headquarters are at 12 Greenway Plaza in Houston, Texas.
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Who We Serve
We work primarily with high-net-worth families, executives, founders, and business owners whose financial lives have become too complex for investment management alone.
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How We Advise
Investments, financial planning, taxes, and estate decisions are considered together so one recommendation does not unintentionally create a problem somewhere else.
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How We're Aligned
ACP is partner-owned and fee-only. We are paid by our clients and do not receive commissions for selling investment or insurance products.
WHO WE SERVEBuilt for families whose financial lives have become more complex
ACP is generally best suited for high-net-worth and ultra-high-net-worth households—often with approximately $3 million to $10 million or more in investable assets—who need more than investment management alone.
Clients often come to us when multiple financial decisions begin interacting with one another: retirement, concentrated investments, taxes, business interests, trusts, estate planning, charitable giving, private assets, or multigenerational wealth.
Our role is to bring those decisions together within one coordinated strategy.
Approaching or navigating retirement
Managing significant taxable wealth
Founders and business owners
Complex estate and multigenerational planning
our StoryBuilt from an institutional investment perspective
Billy Desai founded Analog Capital Partners after nearly two decades working across firms including Merrill Lynch, Credit Suisse, Invesco, and Lehman Brothers. His career included quantitative equity research, institutional advisory, and portfolio construction—experience that shaped a fundamentally different view of how private wealth should be managed.
Analog was built around a simple idea: sophisticated families should not have to choose between rigorous investment management and deeply personalized financial advice. Portfolio construction, financial planning, taxes, and estate strategy should reinforce one another rather than operate in separate silos.
That philosophy continues to shape the firm today: independent thinking, disciplined risk management, broad diversification, and coordinated advice designed around the family's entire financial life.
ONE COORDINATED TEAMDifferent disciplines. One financial strategy.
A portfolio decision can affect taxes. A tax decision can affect retirement cash flow. An estate decision can change how assets should be owned and invested. We believe those decisions are better made together.
ACP coordinates investment management, financial planning, tax strategy, and estate considerations around a common understanding of each client's financial life. When specialized legal work is required, we coordinate with qualified estate-planning counsel or the client's existing attorney. Clients may also continue working with their existing CPA or other trusted professionals.
Investment Management
Portfolio construction, asset allocation, security selection, risk management, and ongoing portfolio oversight.
Financial Planning
Retirement, cash flow, liquidity, insurance, major financial decisions, and long-term planning.
Tax
Tax strategy, preparation, structuring, and coordination between investment and planning decisions.
Estate Strategy
Estate and legacy planning, beneficiary considerations, trust coordination, and collaboration with qualified legal counsel.
our credentials
See whether Analog is the right fit for your family.
An introductory conversation gives us an opportunity to understand what prompted your search, discuss your current investments and broader financial priorities, explain how we work, and determine whether there is a good fit.