Billy Desai

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About Billy Desai

Billy Desai, MBA, CFA, is the Founding Partner and CEO of Analog Capital Partners (ACPFO), a Houston-based, fee-only fiduciary wealth advisory firm serving individuals and families seeking truly independent, institutional-quality guidance. With a background spanning institutional consulting, investment banking, and global asset-management research, Billy brings a disciplined, analytical approach to long-term wealth building. He holds an MBA from IESE Business School, a bachelor's degree from McGill University, and the Chartered Financial Analyst designation. Analog is built on three commitments: service without conflicts, investments without constraints, and planning without limits - ensuring that every client receives transparent, objective advice free from product sales or hidden incentives.

What sets Analog apart is its proprietary portfolio construction philosophy. Billy rejects traditional one-size-fits-all 60/40 models and instead builds highly diversified, research-driven portfolios tailored to each client's financial, tax, and generational goals. Analog portfolios typically include a strategic blend of individual stocks, high-quality bonds, precious metals, REITs, and alternative assets, designed to manage volatility, enhance long-term returns, and defend against concentrated macro risks. This institutional-grade framework - combined with deep personal engagement and clear, jargon-free communication - allows clients to navigate complexity with confidence and position their wealth for resilience, growth, and legacy.

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General Information

Firm Start Year

2020

No. of Employees

automated call

CRD#

4087988

Firm CRD#

309636

Name of Custodial Firm

Charles Schwab, Goldman Sachs and Apex

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Founder and CEO Analog Capital Partners August 2020 - Currently working here

Client Portfolio Manager Collaboration Capital August 2019 - August 2020

Portfolio Specialist Invesco January 2017 - May 2019

Equity European Sales Societe Generale September 2014 - September 2016

Associate Credit Suisse October 2008 - February 2013

Associate Merrill Lynch August 2006 - August 2008

Work with the following types of clients

Individual Investors

Advisory Services Provided

Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Tax Advice and Services

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

MBA, CFA^®

Securities Licenses

Series 65

Firm Information

Firm's Number of Clients

Firm's Number of Planning Clients

Firm's Number of Managed Clients

Assets Managed by Firm

$80,000,000

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Assets Managed by Advisor

$80,000,000

Compensation and Fees

Fee Structure

Fee-Only

Compensation Methods

Based on Assets

Fee % Based on Assets

0.60%-1%

Education

Bachelor of Science - Psychology

McGill University
09/01/1996 -10/01/1999

Master of Business Administration - Finance

IESE Business School
08/01/2004 -04/01/2006

Disclosures

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Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1892144/paladinregistry-Analog-Capital-Partners-detailed-disclosure.html

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Paladin Research Report For:

Analog Capital Partners