DAVIS-ROSS INVESTMENT ADVISERS, LLC

Overview

Davis-Ross Investment Advisers, LLC is a limited liability company that operates with a hedge-fund-oriented structure and is identified as a qualified custodian. The firm charges both a percentage-of-assets fee and performance-based fees, and it functions as an active portfolio manager across individual/small-business accounts, pooled investment vehicles, and institutional or business clients. It also acts as a sponsor of limited partnerships (excluding pooled investment vehicles). The adviser does not characterize itself as an ESG investor, is not a multi-state adviser, and is not positioned as a pension consultant or a related adviser.

Assets & Accounts

Investments & Alternatives