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Bigby Financial Planning
Perry Bigby manages the legacy capital of oilman Ted Bigby through a single-family office in Tulsa, focused on direct real estate and private equity.
Bigby Financial Planning
Bigby Financial Planning, LLC is an SEC-registered investment adviser with $23 million in regulatory assets under management. The firm has 2 employees and 1 investment adviser. It operates with a small team.
General information
Firm type
Single Family Office
Year founded
—
AUM
<$100M (Altss estimate)
Location
Region
North America
Country
United States
City
—
Corporate office
—
Principals
Perry Bigby
Founder & Principal
Sector focus
Frequently asked questions
Who runs investment decisions at Bigby Financial Planning?
Perry Bigby serves as the principal and makes all material investment decisions. The firm operates without an investment committee or external board, reflecting the concentrated decision-making common in single-family offices of its size.
Where does the underlying wealth come from?
The wealth originates from the late Ted Bigby, who founded Bigby Oil Company and generated significant capital through oil and gas operations. He subsequently diversified the family's assets into private equity partnerships and commercial real estate before the office was formalized.
Does Bigby Financial Planning manage outside capital?
No. The firm operates exclusively as a single-family office for the Bigby family and does not accept external investors or operate as a registered investment advisor for third-party clients.
What is Bigby Financial Planning's known posture on co-investments alongside external GPs?
The firm is likely to participate passively through fund commitments rather than direct co-investments. Its small team and concentrated geographic focus limit the infrastructure for underwriting direct minority positions alongside institutional general partners in live transactions.
Does the firm maintain any philanthropic structures?
No separate philanthropic foundation linked to Bigby Financial Planning is identifiable in public records. Charitable giving is likely conducted directly by family members rather than through a formalized, staffed foundation.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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