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Investment managers and funds in Tulsa, OK

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

Funds by type

Service providers named by funds in Tulsa, OK

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

Fund administrators

Alter Domus, BURGHER HAGGARD, Carta, CATALYST FUND ADMINISTRATION LTD., MYSOCK, CHEVAILLIER AND BIRDSONG, PLLP

Auditors

BRISCOE BURKE & GRIGSBY LLP, BRISCOE, BURKE, & GRIGSBY, CPA, EIDE BAILLY LLP, Ernst & Young LLP, Forvis Mazars LLP, Grant Thornton LLP, HOGANTAYLOR LLP, Weaver and Tidwell LLP

Broker-dealers

Charles Schwab, Interactive Brokers, J.P. Morgan

Custodians

BANK OF OKLAHOMA, Charles Schwab, Fidelity, First Citizens Bank & Trust Company, J.P. Morgan, PROSPERITY BANK, VAST BANK, N.A., Wells Fargo

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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