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Burk Holdings LLC

● SEC registered since 2023CRD 305300SEC# 801-128555Tulsa, OK
Export (members)
Reg. AUM
$255.1M
Employees
6
Accounts
718
Location
Tulsa, OK

Burk Holdings LLC assets under management

Burk Holdings LLC is an SEC-registered investment adviser based in Tulsa, OK. The firm has been registered since 2023. It reports $255.1 million in regulatory assets under management and employs 6 people.
www.facebook.com/burkholderwmView on SEC.gov ↗

Burk Holdings LLC owners & executives

1 reported
NameTitleOwnershipSince
Eric Douglas Burkholder ControlMember/Chief Compliance OfficerOver 75%2017

Frequently asked questions

How much does Burk Holdings LLC manage?

Burk Holdings LLC reports $255.1 million in regulatory assets under management on its Form ADV.

How many employees does Burk Holdings LLC have?

Burk Holdings LLC reports 6 employees.

Where is Burk Holdings LLC located?

Burk Holdings LLC is based in Tulsa, OK and has been SEC-registered since 2023.

Does Burk Holdings LLC disclose fund performance?

Burk Holdings LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5014 E 101st Street, Suite 200, Tulsa, OK 74137
Phone918-727-7100
Office hours8:00 a.m. - 4:00 p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$255.1M
Non-discretionary$0
Total (RAUM)$255.1M