DAVIS SELECTED ADVISERS - NY, INC.
Firm details
- Headquarters
- New York, New York
- CRD number
- 106659
- Registered since
- November 20, 1996
- Website
- www.davisadvisors.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies74.52%
- Charitable Organizations22.72%
- Corporations / Businesses2.26%
- HNWI0.32%
- Pension & Profit Sharing Plans0.18%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Davis Selected Advisers - Ny, Inc. is a corporate registered investment adviser that focuses on portfolio management for investment companies, pooled investment vehicles and institutional or business clients. The firm charges fees as a percentage of assets under management and serves both individual/family and institutional clients. Its filings show a clear preference for publicly traded equities as a primary exposure, and it manages discretionary mandates rather than non‑discretionary advisory overlays. The adviser is not identified as an active ESG investor and operates under a conventional asset-management model rather than as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Owners & executives
3 of 5LISA COHEN
Chief Legal OfficerCRD 6539159
MICHAELA MCLOUGHRY
Chief Compliance OfficerCRD 5005041
GARY TYC
Chief Financial Officer, Vice PresidentCRD 1113505
Contacts
2 of 2ANDREW DAVIS
PresidentCRD 1797593
CHRISTOPHER DAVIS
Equity ResearchCRD 2299223
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 620 5th Ave
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
WATERFALL ASSET MANAGEMENT, LLC
RIANew York, NY
CVC SECONDARY PARTNERS (U.S.), LLC
RIANew York, NY
EHRENKRANZ PARTNERS L.P.
RIANew York, NY
OPPENHEIMER ASSET MANAGEMENT
RIANew York, NY
MSD PARTNERS, L.P.
RIANew York, NY
CANTILLON CAPITAL MANAGEMENT LLC
RIANew York, NY