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Member and Chairman · D/b/a the Davis Companies OR Davis

Jonathan G. Davis

CRD 6031063 · Named on Form ADV at one SEC-registered adviser

At a glance

D/b/a the Davis Companies OR Davis, an SEC-registered private fund adviser based in Boston, MA with $2.0 billion in regulatory assets, lists Jonathan G. Davis on its Form ADV as Member and Chairman, a control person.

Firms and roles

AtlasMembers

Jonathan’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (9)

  • Quentin A. ReynoldsCIO, D/b/a the Davis Companies OR Davis
  • Catherine F. DaumeChief Portfolio Management Officer, D/b/a the Davis Companies OR Davis
  • Stephen M. CoyleManaging Director of Investor Relations and Marketing, D/b/a the Davis Companies OR Davis
  • Stephen T. DavisChief Executive Officer, D/b/a the Davis Companies OR Davis
  • Mark W. SmithManaging Director of Property Management & Operations, D/b/a the Davis Companies OR Davis

4 more people named with Jonathan on the same filings, with titles and firms. Free in Atlas with a free account.

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Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jonathan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.