# COTPA Retirement Trust

COTPA Retirement Trust is a Pension Fund based in Oklahoma City, United States.

## Overview

- **Organization type:** Pension Fund
- **Headquarters:** Oklahoma City, United States
- **Region:** North America
- **Address:** 100 N Walker Avenue 4th floor, Oklahoma City, OK, United States
- **Founded:** 1958
- **Assets under management:** 839 (Altss estimate)
- **Website:** www.okc.gov

## Regulatory record

- **Reports private funds:** No

## About

The COTPA Retirement Trust was established in 1958 to serve employees of the Central Oklahoma Transportation and Parking Authority. It functions as a discretely presented component unit of the City of Oklahoma City and provides retirement, disability, and survivor benefits under a balanced investment approach. The trust targets 15 percent of assets to private equity strategies that include buyout, distressed debt, and early-stage opportunities. Its public-market holdings include the Met West Total Return Bond Fund, Vanguard Total Bond Market Index Fund, First Eagle Global Fund, iShares Russell 1000 ETF, and Baird Aggregate Bond Fund. All positions are managed through BOK Financial and Cavanal Hill Investment Management. The plan reports 839 million dollars in assets. It maintains relationships with the Amalgamated Transit Union Local 993, whose president sits on the pension committee, and receives actuarial services from Gabriel Roeder Smith & Company. Allen, Gibbs & Houlik has served as independent auditor since 2018. The trust operates under direct oversight from the City of Oklahoma City Finance Department, with investment policy set by city officials including the mayor and city manager.

## Sectors

- Diversified

## People

- Jason Ferbrache — Director of the Transportation and Parking Department and Administrator of COTPA
- David Holt — Mayor and member of the COTPA Board of Trustees

## Questions

### Who runs investment decisions at COTPA Retirement Trust?

The City of Oklahoma City Finance Department provides investment policy oversight. BOK Financial and Cavanal Hill Investment Management act as custodian and investment manager.

### Does COTPA Retirement Trust participate in fund commitments or only direct deals?

The plan maintains a 15 percent target allocation to private equity that includes fund commitments, buyout, and distressed debt strategies.

### What investment stages does COTPA Retirement Trust typically target?

The plan targets early-stage seed and start-up investments as well as expansion and late-stage opportunities through its private equity allocation.

### How is COTPA Retirement Trust related to the City of Oklahoma City?

It is a discretely presented component unit of the City of Oklahoma City with board representation from the mayor, city manager, and city finance director.

## Related profiles

- [Robert B. Daugherty Foundation](https://altss.com/profile/robert-b-daugherty-foundation)
- [The Welch Foundation](https://altss.com/profile/the-welch-foundation)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/cotpa-retirement-trust

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology