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Investment managers and funds in Bartlesville, OK

2 SEC-registered investment managers and 95 SEC-reporting funds give Bartlesville, OK as their filing address in public Form ADV and Form D filings.

Funds by type

Service providers named by funds in Bartlesville, OK

Named in filings, listed alphabetically, up to eight per category. No ranking or endorsement is implied.

Placement agents and marketers

ALPINE CAPITAL ADVISORS SPA, CAIS CAPITAL LLC, HAYDON HILL ADVISORS LTD

Custodians

ARMSTRONG BANK, CENTENNIAL BANK, CITIZENS PRIVATE BANK, J.P. Morgan

Auditors

CALVETTI FERGUSON, LLC, KPMG LLP

About this data

All figures on this page are counts drawn from public SEC filings (Form ADV and Form D) and are shown as filed. Provider names are the appointments named in those filings. ALTALLO does not verify, rank or endorse any firm, and ALTALLO is not affiliated with, endorsed by, or acting on behalf of the SEC or any filing entity.

ALTALLO is a discovery platform where technology and service providers and investment managers find each other and connect.

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