Clients
Davis Selected Advisers - Ny serves 37 clients, 20 of them investment companies. The average client has about $594 million with the firm, and high-net-worth clients hold 0% of its $22 billion in assets.
- Investment companies20 clients75%
- Charitable organizations9 clients23%
- Corporations and other businesses3 clients2%
- OtherHigh-net-worth individuals, Pension and profit-sharing plans1%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 2 | $71,191,042 | 0.3% | $35.6M |
| Investment companies | 20 | $16,377,699,804 | 74.5% | $818.9M |
| Pension and profit-sharing plans | 3 | $38,709,305 | 0.2% | $12.9M |
| Charitable organizations | 9 | $4,994,081,798 | 22.7% | $554.9M |
| Corporations and other businesses | 3 | $497,033,137 | 2.3% | $165.7M |
| Total | 37 | $21,978,715,086 | 100% | $594.0M |
- Clients
- 2
- Regulatory AUM
- $71,191,042
- Share
- 0.3%
- Avg. per client
- $35.6M
- Clients
- 20
- Regulatory AUM
- $16,377,699,804
- Share
- 74.5%
- Avg. per client
- $818.9M
- Clients
- 3
- Regulatory AUM
- $38,709,305
- Share
- 0.2%
- Avg. per client
- $12.9M
- Clients
- 9
- Regulatory AUM
- $4,994,081,798
- Share
- 22.7%
- Avg. per client
- $554.9M
- Clients
- 3
- Regulatory AUM
- $497,033,137
- Share
- 2.3%
- Avg. per client
- $165.7M
Total
- Clients
- 37
- Regulatory AUM
- $21,978,715,086
- Share
- 100%
- Avg. per client
- $594.0M
What it does
Davis Selected Advisers - Ny provides portfolio management for investment companies, portfolio management for pooled vehicles and portfolio management for institutions. It is paid through a percentage of assets.
Davis Selected Advisers - Ny provided financial planning to 0 clients last fiscal year and advises no private funds.
100.0% of assets ($21.98B across 37 accounts) are managed with discretion. 0% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
What the accounts hold
- Stocks100%
Custodians
Davis Selected Advisers - Ny does not have custody of client assets.
- All other custodians$21.98B100%
Ownership and leadership
Davis Selected Advisers LP owns 75% or more of Davis Selected Advisers - Ny, and Christopher Davis is its CEO.
- Owns 75% or more of Davis Selected Advisers - Ny, Inc.
Davis Selected Advisers LP
Control person · since September 1996
Davis Investments, LLC
General partner · Control person · since December 2000
- Owns 75% or more of Davis Investments, LLC
Christopher Davis
Control person · since December 2000
Leadership
- Christopher DavisChairman and Chief Executive Officer
- Lisa CohenVice President, Chief Legal Officer
- Andrew DavisPresident
- Kenneth EichVice President and Chief Operating Officer
- Michaela McLoughryVice President, Chief Compliance Officer
- Gary TycVice President and Treasurer
- Russell WieseVice President
Staff
- 57 employees
- 10 in advisory functions
- 18 broker-dealer reps
Fees
Davis Selected Advisers - Ny is paid through a percentage of assets under management.
Davis Selected Advisers - Ny’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Davis Selected Advisers - Ny has 1 office, with 2 listed addresses across 2 states.
Arizona · 1 listed address
- 3600 E. Hemisphere Loop, Tucson
New York · 1 listed address
- 620 Fifth Avenue, 3rd Floor, New YorkHQ
Registration details
- Legal name
- Davis Selected Advisers - Ny, Inc.
- Headquarters
- 620 Fifth Avenue, 3rd Floor, New York, NY 10020-2402
- Phone
- 212-891-5500
- Website
- Not reported
- SEC file
- 801-53272
- Structure
- Delaware corporation
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Davis Selected Advisers - Ny have?
Davis Selected Advisers - Ny has 37 clients and manages $22 billion for them, as of March 2026. They include 20 investment companies, 9 charitable organizations and 3 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 19 March 2026
What services does Davis Selected Advisers - Ny offer?
Davis Selected Advisers - Ny provides portfolio management for investment companies, portfolio management for pooled vehicles and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Davis Selected Advisers - Ny have?
Davis Selected Advisers - Ny has 0 investment adviser representatives registered with state securities authorities, out of 57 employees, and 10 perform investment advisory functions. 18 are registered representatives of a broker-dealer and 0 are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Davis Selected Advisers - Ny invest in?
At the end of its last fiscal year, Davis Selected Advisers - Ny’s separately managed accounts held 100% exchange-traded equities. It advises no private funds of its own.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Davis Selected Advisers - Ny?
Davis Selected Advisers - Ny is owned through a chain of holding companies by Christopher Davis. Its direct owner is Davis Selected Advisers LP (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 19 March 2026
How does Davis Selected Advisers - Ny get paid?
Davis Selected Advisers - Ny is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file