DAVIS SELECTED ADVISERS - NY, INC.
Adviser information for DAVIS SELECTED ADVISERS - NY, INC. last updated from Form ADV on March 20th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 51 |
|---|---|
| Investment Advisory/Research | 11 |
| Registered Broker-Dealer Representatives | 16 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 37 | $16.9B |
| Non-Discretionary | 0 | $0 |
| Total | 37 | $16.9B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | <5 | $0 |
| HNW Individuals | <5 | $51.2M |
| Banking or thrift institutions | <5 | $0 |
| Investment companies | 20 | $13.0B |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $29.1M |
| Charitable organizations | 9 | $3.5B |
| State or municipal gov entities | <5 | $0 |
| Other investment advisers | <5 | $0 |
| Insurance companies | <5 | $0 |
| Sovereign wealth funds and foreign official institutions | <5 | $0 |
| Corporations or other businesses | <5 | $289.6M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 2 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for investment companiesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-53272 |
|---|---|
| SEC ERA File Number | 801-53272 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 106659 |
| Legal Entity Identifier | 254900M4RZB7I7YSOW55 |
Principal Office
620 FIFTH AVENUE3RD FLOOR
NEW YORK
NY
United States
Monday - Friday, 9:00 A.M. TO 4:00 P.M.
Tel: (212) 891-5500, Fax: None
Chief Compliance Officer
MICHAELA MCLOUGHRY
VICE PRESIDENT
2949 EAST ELVIRA ROAD
SUITE 101
TUCSON
AZ
United States
Tel:
(520) 434-3731
M*********@********M
(Full email address available in API data)
Regulatory Contact
LISA COHEN
VICE PRESIDENT AND CHIEF LEGAL OFFICER
2949 EAST ELVIRA ROAD
SUITE 101
TUCSON
AZ
United States
Tel:
(520) 434-3793
L*****@********M
(Full email address available in API data)
Industry Affiliates
| DAVIS DISTRIBUTORS, LLC | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| DAVIS SELECTED ADVISERS LP | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| DAVIS SELECTED ADVISERS LP | Domestic Entity | – | 100% CORPORATE OWNER | 09/1996 | > 75% |
| DAVIS, CHRISTOPHER, CULLOM | Individual | – | CHAIRMAN AND CHIEF EXECUTIVE OFFICER | 09/1996 | < 5% |
| TYC, GARY, PAUL | Individual | – | VICE PRESIDENT AND TREASURER | 05/1998 | < 5% |
| DAVIS, ANDREW, ADAMS | Individual | – | PRESIDENT | 09/1996 | < 5% |
| EICH, KENNETH, CHARLES | Individual | – | VICE PRESIDENT AND CHIEF OPERATING OFFICER | 03/1997 | < 5% |
| WIESE, RUSSELL, OTIS | Individual | – | VICE PRESIDENT | 09/1996 | < 5% |
| DAVIS INVESTMENTS, LLC | Domestic Entity | DAVIS SELECTED ADVISERS, L.P. | GENERAL PARTNER | 12/2000 | |
| DAVIS, CHRISTOPHER, CULLOM | Individual | DAVIS INVESTMENTS, LLC | SOLE MEMBER | 12/2000 | > 75% |
| COHEN, LISA, J | Individual | – | VICE PRESIDENT, CHIEF LEGAL OFFICER | 06/2021 | < 5% |
| MCLOUGHRY, MICHAELA | Individual | – | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | 02/2023 | < 5% |