Trustee · D/b/a the Davis Companies OR Davis
Steven M. Burke
CRD 1159254 · 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 Steven M. Burke on its Form ADV as Trustee.
Firms and roles
- D/b/a the Davis Companies OR DavisTrusteePrivate fund adviser · Boston, MA · $2.0B in regulatory assets
AtlasMembers
Steven’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
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- When each role began
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Colleagues named on the same filings (10)
- Quentin A. ReynoldsCIO, D/b/a the Davis Companies OR Davis
- Jonathan G. DavisMember and Chairman, 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
5 more people named with Steven on the same filings, with titles and firms. Free in Atlas with a free account.
See all 10 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Steven’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.