DAVIS SELECTED ADVISERS - NY, INC.

RIASEC RegisteredEst. 1996
Total AUM
$22B
Discretionary
$22B
100% of AUM
Avg account
$594M
Accounts
37
Employees
57
Advisory reps
7

Firm details

Headquarters
New York, New York
CRD number
106659
Registered since
November 20, 1996
Fee structure
Percentage of AUM
Client types
  • Investment Companies74.52%
  • Charitable Organizations22.72%
  • Corporations / Businesses2.26%
  • HNWI0.32%
  • Pension & Profit Sharing Plans0.18%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Davis Selected Advisers - Ny, Inc. is a corporate registered investment adviser that focuses on portfolio management for investment companies, pooled investment vehicles and institutional or business clients. The firm charges fees as a percentage of assets under management and serves both individual/family and institutional clients. Its filings show a clear preference for publicly traded equities as a primary exposure, and it manages discretionary mandates rather than non‑discretionary advisory overlays. The adviser is not identified as an active ESG investor and operates under a conventional asset-management model rather than as a capital allocator or pension consultant.

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 100%100%
  • Exchange Traded Equities100%

Owners & executives

3 of 5
  • LISA COHEN

    Chief Legal OfficerCRD 6539159

  • MICHAELA MCLOUGHRY

    Chief Compliance OfficerCRD 5005041

  • GARY TYC

    Chief Financial Officer, Vice PresidentCRD 1113505

Unlock 2 more executives

Contacts

2 of 2
  • ANDREW DAVIS

    PresidentCRD 1797593

  • CHRISTOPHER DAVIS

    Equity ResearchCRD 2299223

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

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
620 5th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth