Davis Investment Ventures, LLC is a large advisory firm based in Boston. It manages $1.04 billion of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Connecticut and Massachusetts.
Davis Investment Ventures provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Davis Investment Ventures, LLC is $1.04 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 90% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Davis Investment Ventures, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Richard Jarvis Mccready is pooled investment vehicles with 10 clients and $1.04 billion of assets under management. Among the 10 most similar advisory firms, Davis Investment Ventures has the 2nd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $1.04 billion for 10 clients. None of the firm’s clients are foreign persons or businesses.
Davis Investment Ventures also advises several private funds. Namely, ten real estate funds. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.
The company employs 27 people that are either part- or full-time employees. 89 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Richard Jarvis Mccready has been acting as President since 1 Feb 2014. Ravi Nmn Ragnauth joined the executive team most recently as the Cfo And Cco.
The principal office where Davis Investment Ventures, LLC performs its advisory services is located at 125 High Street, 21 St Fl., Boston, MA 02110, which is also the mailing address of the firm. An additional office of the firm is in Norwalk, CT. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 617-451-1300 or by fax 617-451-3604. The normal business hours are 8 am to 6 pm on Monday - Friday. You can find more information about the New York firm at thedaviscompanies.com and its LinkedIn profile.