D/B/A THE DAVIS COMPANIES OR DAVIS

RIASEC RegisteredEst. 2012

Total AUM

$2B

Discretionary

$1.9B

95% of AUM

Avg account

$97.6M

Accounts

Employees

Advisory reps

Firm details

Headquarters: BOSTON, Massachusetts
CRD number: 161888
Registered since: March 28, 2012
Website: www.thedaviscompanies.com
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles100%
Services: Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

D/B/A The Davis Companies (Davis) is a limited liability company that operates as a real estate fund manager focused on institutional clients. Registered as an SEC adviser since 2012, the firm’s advisory work centers on portfolio management for pooled investment vehicles rather than separate-account wealth management. Fee arrangements include AUM-based charges and performance fees. Davis does not position itself as an external capital allocator; it functions as sponsor and manager, acting in roles such as general partner or managing member of its pooled vehicles. The firm is not flagged as an active ESG investor and appears to operate on a single-state basis.

Assets & Accounts

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 6

MICHAEL CANTALUPA
Chief Development OfficerCRD 7358934
JOSHUA ISRAEL
Chief Financial OfficerCRD 7652578
ROBERT KUBICA
Managing Director, General Counsel and Chief Compliance OfficerCRD 7652585