Davis Selected Advisers - Ny, Inc
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Overview
Davis Selected Advisers - Ny, Inc is located at 620 Fifth Avenue, New York, NY. The firm employs 11 financial advisors to manage client portfolios and provide financial guidance. Davis Selected Advisers - Ny, Inc is not a registered broker-dealer.
Davis Selected Advisers - Ny, Inc oversees $16.9 billion in assets under management across 37 accounts, all of which are discretionary. The services offered include portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The firm caters to high net worth investors, investment companies, pension plans, charitable organizations, and corporations, with investment companies being the largest client type by accounts. The fee structure at Davis Selected Advisers - Ny, Inc is asset-based. The firm has 2 high net worth clients and maintains affiliations with a broker-dealer or securities dealer.
Davis Selected Advisers - Ny, Inc is registered in the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, and Wisconsin.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Davis Selected Advisers - Ny, Inc by the Numbers
$16.9 billion
51
37
$455.5 million
Fee Structure
Fees for financial management typically are based on which services are offered. Fees charged by Davis Selected Advisers - Ny, Inc typically consist of the following fee type: asset-based.
Available
-
Offered by 69% of firms
Percentage of Assets
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company manages money for a number of different customers. The company provides services to high net worth investors, investment companies, pension plans, charitable organizations, and corporations. Out of its 5 clients, Davis Selected Advisers - Ny, Inc's biggest client type by number of accounts is investment companies, although it also caters to 2 high-net-worth individuals. The SEC defines a high-net-worth individual as a person who has at least $750,000 under management or a net worth of at least $1,50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments).
- High-Net-Worth Individuals* - 5.41%
- Other Individuals - 0%
- Corporations - 70.27%
- Charitable Organizations - 24.32%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Davis Selected Advisers - Ny, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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