BOK Financial
Private fund custodian · 33 private funds on SEC Form ADV
Advisers' Form ADV filings name BOK Financial as custodian to 33 private funds. It ranks No. 205 of 842 custodians by number of private funds served.
Rankings
Funds served, by type
- Hedge funds12
- Real estate funds11
- Private equity funds8
- Other private funds2
Where its clients are
State of the funds' U.S. advisers.
- Colorado12
- New York7
- Texas4
- Washington3
- Kansas2
- New Mexico2
- Georgia2
- Virginia1
Where the funds are organized
- United States30
- Cayman Islands3
Private funds that name BOK Financial (8 listed here)
25 more funds name BOK Financial: feeder funds, single-deal vehicles and funds listed from Form D, shown on their own or their adviser's pages.
Names as filed
BOK Financial; BOK Financial Corporation; BOK Financial, N.A.; BOK Financial (Fka - Colorado State Bank and Trust)
From SEC filings, not verified. Counts are the number of private funds whose adviser names the firm in that role on Form ADV (Schedule D, Section 7.B.(1)), in the SEC's public Form ADV data through filings made by Dec 26, 2024. A fund can name several firms in the same role. Names are grouped automatically (spelling variants and, for the largest firms, their affiliated entities), which can be incomplete. Rankings count funds only; they do not reflect quality, assets served or fees, and are not a recommendation. Corrections: hello@altmountain.com.