Data / Investment advisers / Massachusetts / D/B/A the Davis Companies or Davis
D/B/A the Davis Companies or Davis, Boston, MA: $2 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
D/B/A the Davis Companies or Davis is an SEC registered investment adviser with its main office in Boston, Massachusetts and reports $2 billion in regulatory assets under management in its Form ADV filed April 29, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management and performance based fees. It advises 21 private funds.
The request: Watch D/B/A the Davis Companies or Davis (CRD number 161888): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 161888
- SEC file number
- 801-74372
- SEC status
- Approved, effective March 28, 2012
- Legal name
- Davis Investment Ventures, LLC
- Main office
- 125 High Street Suite 2111, Boston, MA 02110
- Phone
- (617) 451-1300
- Website
- thedaviscompanies.com
- Regulatory AUM
- $2,049,970,037 in the Form ADV filed April 29, 2026
- Discretionary AUM
- $1,949,104,777
- Non discretionary AUM
- $100,865,260
- Accounts
- 21
- Employees
- 46, of which 43 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 21: 21 real estate funds
- Gross assets of private funds
- $2,049,970,037
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- April 29, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 21 | $2.05 billion |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $2.05 billion | March 30, 2026 |
| December 1, 2025 | $2.38 billion | March 29, 2025 |
Other advisers in Boston
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Anchor Capital Advisors LLC | Boston | $2.37 billion | Not listed | adviserinfo.sec.gov |
| John Hancock Personal Financial Services, LLC | Boston | $2.20 billion | Not listed | adviserinfo.sec.gov |
| Pacific Lake Partners, L.L.C. | Boston | $2.18 billion | 12 | adviserinfo.sec.gov |
| Westview Capital Management LLC | Boston | $2.12 billion | 3 | adviserinfo.sec.gov |
| New England Retirement Consultants, LLC | Boston | $2.11 billion | Not listed | adviserinfo.sec.gov |
| Minot Deblois Advisors LLC | Boston | $2.04 billion | Not listed | adviserinfo.sec.gov |
| Callodine Capital Management | Boston | $2.03 billion | 2 | adviserinfo.sec.gov |
| Portolan Capital Management, LLC | Boston | $2.02 billion | 3 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Boston, MA
- Investment advisers in Massachusetts
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- D/B/A the Davis Companies or Davis on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.