ALTALLO

Discover service providers, without the noise.

Investment managers and funds in Oklahoma City, OK

11 SEC-registered investment managers and 39 SEC-reporting funds give Oklahoma City, OK as their filing address in public Form ADV and Form D filings.

Funds by type

Service providers named by funds in Oklahoma City, OK

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

Custodians

BANC FIRST CORP., BANCFIRST, N.A., Citi, FIRST OKLAHOMA BANK, Interactive Brokers, J.P. Morgan, MIDFIRST BANK, UMB Bank, N.A.

Fund administrators

Citco Fund Services, NAV Consulting, SS&C, STANDISH ALPHA CAYMAN LTD., Standish Management, LLC, UMB Bank, N.A.

Broker-dealers

Wells Fargo

Auditors

BDO USA, EIDE BAILLY LLP, Forvis Mazars LLP, HOGANTAYLOR LLP, KPMG LLP, RSM US 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.

Related