{"url":"https://nivawealth.com/firms/davis-selected-advisers-ny-106659","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/106659","regulatoryAum":21978715086,"crd":"106659","secFileNumber":"801-53272","legalName":"Davis Selected Advisers - Ny, Inc.","displayName":"Davis Selected Advisers - Ny","website":null,"founded":null,"organization":"Delaware corporation","fiscalYearEnd":"December","headquarters":{"street":"620 Fifth Avenue, 3rd Floor","city":"New York","state":"NY","stateName":"New York","country":"United States","postalCode":"10020-2402"},"tradeNames":[],"registration":{"secApproved":"20 November 1996","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":57,"advisory":10,"brokerDealerReps":18,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":21978715086,"discretionaryAccounts":37,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"High-net-worth individuals","clients":2,"regulatoryAum":71191042},{"label":"Investment companies","clients":20,"regulatoryAum":16377699804},{"label":"Pension and profit-sharing plans","clients":3,"regulatoryAum":38709305},{"label":"Charitable organizations","clients":9,"regulatoryAum":4994081798},{"label":"Corporations and other businesses","clients":3,"regulatoryAum":497033137}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Davis Selected Advisers - Ny does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Christopher Davis","title":"Chairman and Chief Executive Officer","crd":"2299223"},{"name":"Lisa Cohen","title":"Vice President, Chief Legal Officer","crd":"6539159"},{"name":"Andrew Davis","title":"President","crd":"1797593"},{"name":"Kenneth Eich","title":"Vice President and Chief Operating Officer","crd":"1945051"},{"name":"Michaela McLoughry","title":"Vice President, Chief Compliance Officer","crd":"5005041"},{"name":"Gary Tyc","title":"Vice President and Treasurer","crd":"1113505"},{"name":"Russell Wiese","title":"Vice President","crd":"2590996"}],"ownership":[{"label":"Davis Selected Advisers LP","detail":"100% corporate owner in the 75% or more ownership band and a control person, since September 1996."},{"label":"Davis Investments, LLC","detail":"Indirect owner: general partner of Davis Selected Advisers LP and a control person, since December 2000.","parent":"Davis Selected Advisers LP"},{"label":"Christopher Davis","detail":"Indirect owner: a sole member of Davis Investments, LLC in the 75% or more band and a control person, since December 2000.","parent":"Davis Investments, LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"officesByState":[{"state":"Arizona","offices":1,"addresses":[{"street":"3600 E. Hemisphere Loop","city":"Tucson"}]},{"state":"New York","offices":1,"addresses":[{"street":"620 Fifth Avenue, 3rd Floor","city":"New York","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"212-891-5500","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Portfolio management for investment companies","Portfolio management for pooled investment vehicles (other than investment companies)","Portfolio management for businesses (other than small businesses) or institutional clients"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":100}],"privateFunds":0},"sources":{"adv1FilingDate":"19 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/106659/PDF/106659.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Davis Selected Advisers - Ny have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Davis Selected Advisers - Ny offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Davis Selected Advisers - Ny have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Davis Selected Advisers - Ny invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Davis Selected Advisers - Ny?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Davis Selected Advisers - Ny get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}