DAVENPORT ADVISORS 14 LLC
Firm details
- Headquarters
- NEWPORT BEACH, California
- CRD number
- 147675
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Individuals100%
Firm profile
FINTRXOverview
Davenport Advisors 14 LLC operates as a small, client-focused RIA that concentrates its activity on equity exposure and privately managed hedge fund strategies. The firm’s client base is individual and family investors, and its business model combines a percentage-of-AUM fee with performance-based fees — a structure consistent with active, manager-driven strategies. Investment activity is tilted toward exchange-traded equities and ETFs for liquid public exposure, while the firm also deploys capital into alternative real estate-related vehicles and a sponsored hedge fund. The firm’s registration and organizational setup indicate an owner-led LLC rather than a large institutional allocator, suggesting investment decisions are centralized and tailored to a narrow client roster. Davenport Advisors 14 LLC’s public equity posture and alternative commitments point to a hybrid approach: liquid, exchange-traded instruments for core equity exposure and real asset or private-vehicle allocations for return enhancement and diversification. The presence of performance fees and an advised hedge fund implies a willingness to pursue active, potentially concentrated strategies rather than passive beta-only mandates.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities88%
- Cash & Cash Equivalents11%
- Non-Exchange Traded Equities1%
Contacts
2 of 2JOHN DAVENPORT
PartnerCRD 5574781
Jeffrey Nickell
PartnerCRD 7981437
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
NEWPORT BEACH, CA
ORANGE
Location
NEWPORT BEACH, CA
Headquartered in NEWPORT BEACH, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- ORANGE
- Address
- 1400 Quail St
- Time zone
- PT (UTC-8)
- Office locations
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