Asset manager · New York, NY
Davis Selected Advisers - NY, Inc.
SEC-registered investment adviser · CRD 106659 · SEC 801-53272
At a glance
Davis Selected Advisers - NY, Inc. is an SEC-registered investment adviser based in New York, New York, with $22.0 billion in regulatory assets under management as of its Form ADV filed March 19, 2026. Its largest client group by assets is investment companies, and it reports 2 individual clients. By Form ADV it is a asset manager, ranked 355th of 3,218 asset managers and 822nd of 17,210 SEC-registered advisers by assets.
Main office 212-891-5500As filed on Form ADV
- Regulatory AUM
- $22B
- Rank among asset managers
- #355 of 3,218
- Rank among all SEC RIAs
- #822 of 17,210
- Rank in New York
- #219 of 2,591
- Individual clients
- 2
- High-net-worth clients
- 2
- Accounts
- 37
- Discretionary
- 100% of AUM
- Employees
- 57
- Advisory staff
- 10
- Offices
- 2
Owners and executives on its Form ADV
- Christopher C. DavisChairman and Chief Executive Officer
- Andrew A. DavisPresident
- Kenneth C. EichVice President and Chief Operating Officer
- Russell O. WieseVice President
- Gary P. TycVice President and Treasurer
- Lisa J CohenVice President, Chief Legal Officer
- Michaela McLoughryVice President, Chief Compliance Officer
Custody and brokerage
Custodian
Davis Selected Advisers - NY, Inc.’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Broker-dealer
Hybrid RIA
Davis Selected Advisers - NY, Inc. is a hybrid RIA: 18 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: Davis Distributors, LLC.
- Davis Distributors, LLC ↗CRD 7975
It doesn’t hold client accounts or customer funds itself. Its annual audited report filed with the SEC, February 2026
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Investment companies | 20 | $16B | 75% |
| Charitable organizations | 9 | $5.0B | 23% |
| Corporations or other businesses | 3 | $497M | 2% |
| High-net-worth individuals | 2 | $71M | <1% |
| Pension and profit sharing plans | 3 | $39M | <1% |
Disciplinary disclosures
Davis Selected Advisers - NY, Inc. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗
AtlasMembers
The full record on Davis Selected Advisers - NY, Inc.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 400 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 7 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Davis Selected Advisers - NY, Inc. manage?
Davis Selected Advisers - NY, Inc. reports $22.0 billion in regulatory assets under management across 37 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 19, 2026.
What kind of firm is Davis Selected Advisers - NY, Inc.?
Davis Selected Advisers - NY, Inc. is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Davis Selected Advisers - NY, Inc.’s clients?
By assets, its largest client types are investment companies ($16.4 billion, 20 clients); charitable organizations ($5.0 billion, 9 clients); corporations or other businesses ($497 million, 3 clients).
Does Davis Selected Advisers - NY, Inc. have any disciplinary history?
Davis Selected Advisers - NY, Inc. reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Davis Selected Advisers - NY, Inc.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-19), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →