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BOSC

Business and Investment Profile

The BOSC is a publicly held investment adviser that advises $20.01Bn in regulatory assets under management held in 0 SEC fund types across 3 investment strategies. BOSC is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets increased by 65.93% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 30.42 years and is comprised of 3 filing and 0 relying advisers. They operate out of 29 office locations with their Headquarters at ONE WILLIAMS CENTER 15TH FLOOR, TULSA, OKLAHOMA. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.

Employee Profile

They have 249 employees comprised of 205 investment and 44 non-investment staff. The total number of Employees increased by 1.63% over the last 5-years.

Asset Profile

Their $20.01Bn in assets advised are owned by 0 private funds, 8 public funds and BDCs and 116 other accounts. Assets of Banking of Thrift Institutions clients own $9.29Bn or 46.4% of Total Assets and Investment Companies (IC) own $5.95Bn or 29.71% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include FI/Credit - Diverse, Long/Short Equity and Multi Strat, representing 93.85%, 5.57% and 0.58% of total assets, respectively.

Client Profile

They advise 8 types of clients, top clients are Banking of Thrift Institutions and Investment Companies (IC).

Service Provider Profile

The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses advisory fees, fixed fees and management fees.

Sub-Advisers

BOSC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: BOSC

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Keywords: Bosc, BOK Financial Private Wealth, BOK Financial Securities, Cavanal Hill Investment Management, BOK, Cavanal, Hill
Generated 2026-09-12T06:47:57.7104823.  © 2026 Convergence.