Davis Selected Advisers - Ny, Inc
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Overview
Davis Selected Advisers - Ny, Inc is a financial advisor firm that has its headquarters in New York, New York. It handles $14.9 billion in assets throughout 37 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management (AUM). The firm has an average-sized team, including 11 financial advisors. Davis Selected Advisers - Ny, Inc is not a registered broker-dealer, meaning the company cannot buy and sell securities for its own accounts as well as its customers' and instead is required to go through a broker-dealer company to do so. Securities are defined as tradable fiscal investments such as bonds, stocks and options.
Davis Selected Advisers - Ny, Inc administers all of the firm's accounts in a discretionary manner. Discretionary management signifies that buy and sell choices for the client's account are made by a portfolio manager without requiring client consent. The company administers roughly $403.6 million for each account. The average advisor at Davis Selected Advisers - Ny, Inc manages around three client accounts, placing it among the most individualized advisor firms in the country.
The firm's headquarters is at 620 Fifth Avenue, New York, New York 10020-2402. The company is permitted to serve clients throughout 50 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Davis Selected Advisers - Ny, Inc by the Numbers
$14.9 billion
52
37
$403.6 million
Fee Structure
Financial management fees vary depending on which service is offered. Fees billed by the firm typically consist of the following fee type: asset-based. Davis Selected Advisers - Ny, Inc does not participate in a wrap fee program, in which the company offers a service bundle for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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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 firm works with a broad range of clients. It works with high net worth investors, investment companies, pension plans, charitable organizations and corporations. Out of its 37 accounts, Davis Selected Advisers - Ny, Inc's biggest client group is investment companies, but it also caters to two high-net-worth individuals. A high-net-worth individual is defined by the SEC as someone who has at least $750,000 under management or a net worth of at least $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 1% of the company's clients are represented by people from outside of the U.S.
- 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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