Data / Investment advisers / Arizona / Davis Selected Advisers LP
Davis Selected Advisers LP, Tucson, AZ: $30.1 billion AUM, SEC registered investment adviser
Davis Selected Advisers LP is an SEC registered investment adviser with its main office in Tucson, Arizona and reports $30.1 billion in regulatory assets under management in its Form ADV filed March 19, 2026. Its clients include investment companies, other investment advisers and charitable organizations. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 108674
- SEC file number
- 801-31648
- SEC status
- Approved, effective January 1, 1988
- Main office
- 3600 E. Hemisphere Loop, Tucson, AZ 85706
- Phone
- (800) 279-2279
- Website
- davisadvisors.com
- Regulatory AUM
- $30,120,188,911 in the Form ADV filed March 19, 2026
- Discretionary AUM
- $25,619,655,091
- Non discretionary AUM
- $4,500,533,820
- Accounts
- 109
- Employees
- 121, of which 10 give investment advice
- Form of organization
- Limited Partnership
- Paid through
- a percentage of assets under management
- Other offices
- 1
- Form ADV Item 11 disclosures
- Reported: civil court actions
- Latest Form ADV filing
- March 19, 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 |
|---|---|---|
| Investment companies | 20 | $16.38 billion |
| Other investment advisers | 20 | $7.06 billion |
| Charitable organizations | 9 | $5.01 billion |
| Pooled investment vehicles | 5 | $974.9 million |
| Corporations or other businesses | 3 | $497 million |
| High net worth individuals | 28 | $150.3 million |
| Pension and profit sharing plans | 3 | $38.7 million |
| Individuals (other than high net worth individuals) | 21 | $8.9 million |
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 | $30.12 billion | March 19, 2026 |
| December 1, 2025 | $25.32 billion | June 27, 2025 |
Other advisers in Tucson
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Tci Wealth Advisors, Inc. | Tucson | $5.37 billion | Not listed | adviserinfo.sec.gov |
| GR Financial Group, LLC | Tucson | $1.05 billion | Not listed | adviserinfo.sec.gov |
| Sem Wealth Management | Tucson | $933.5 million | Not listed | adviserinfo.sec.gov |
| Wealth Management Partners, LLC | Tucson | $793.5 million | Not listed | adviserinfo.sec.gov |
| Financial Directions LLC | Tucson | $737.8 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Tucson, AZ
- Investment advisers in Arizona
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving investment companies
- Advisers serving other investment advisers
- Davis Selected Advisers LP on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. 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.