Davis Selected Advisers - Ny, Inc.

RIASEC RegisteredEst. 1996

Total AUM

$22B

Discretionary

$22B

100% of AUM

Avg account

$594M

Accounts

Employees

Advisory reps

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

FINTRX

Overview

Davis Selected Advisers - Ny, Inc. is a corporation operating as an institutional registered investment adviser. The firm has been SEC-registered since 1996 and is owned as a domestic entity with individual ownership. It serves both individual and family clients as well as institutional clients, and charges advisory fees on a percentage-of-assets-under-management basis. Its advisory work includes portfolio management for investment companies, pooled investment vehicles, and for businesses or other institutions. The firm does not describe itself as an active ESG investor and is not reported as a multi-state adviser or a capital allocator. Industry affiliations noted include relationships with a broker‑dealer and another investment adviser.