Overview
Assets Under Management: $22.0 billion
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 2
Average Client Assets: $35.6 million
Frequently Asked Questions
DAVIS SELECTED ADVISERS - NY, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #106659), DAVIS SELECTED ADVISERS - NY, INC. is subject to fiduciary duty under federal law.
DAVIS SELECTED ADVISERS - NY, INC. is headquartered in NEW YORK, NY.
DAVIS SELECTED ADVISERS - NY, INC. serves 2 high-net-worth clients according to their SEC filing dated March 19, 2026. View client details ↓
According to their SEC Form ADV, DAVIS SELECTED ADVISERS - NY, INC. offers portfolio management for businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
DAVIS SELECTED ADVISERS - NY, INC. manages $22.0 billion in client assets according to their SEC filing dated March 19, 2026.
According to their SEC Form ADV, DAVIS SELECTED ADVISERS - NY, INC. serves businesses, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 2
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 0.32%
Average Client Assets: $35.6 million
Total Client Accounts: 37
Discretionary Accounts: 37
Regulatory Filings
CRD Number: 106659
Filing ID: 2045027
Last Filing Date: 2026-03-19 10:47:24