DAVENPORT ADVISORS 14 LLC

RIASEC Registered
Total AUM
$9.7M
Discretionary
$9.7M
100% of AUM
Avg account
$9.7M
Accounts
1
Employees
1
Advisory reps
2

Firm details

Headquarters
NEWPORT BEACH, California
CRD number
147675
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Individuals100%

Firm profile

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Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 88%, Cash & Cash Equivalents 11%, Non-Exchange Traded Equities 1%88%
  • Exchange Traded Equities88%
  • Cash & Cash Equivalents11%
  • Non-Exchange Traded Equities1%

Contacts

2 of 2
  • JOHN DAVENPORT

    PartnerCRD 5574781

  • Jeffrey Nickell

    PartnerCRD 7981437

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth