| Name | Title | Ownership | Since |
|---|---|---|---|
| Davis Ip Holdco LLC Control | Owner | Over 75% | 2025 |
| Victor James Davis Control | Managing Member And Chief Compliance Officer | 10-25% | 2022 |
| James L. Davis 2012 Living Trust U/A/D March 26,2012 | Member | Over 75% | 2025 |
Davis Investment Partners, LLC reports $377.1 million in regulatory assets under management on its Form ADV.
Davis Investment Partners, LLC reports 3 employees.
Davis Investment Partners, LLC is based in Charlotte, NC and has been SEC-registered since 2022.
Davis Investment Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 4521 Sharon Road, Suite 375, Charlotte, NC 28211 |
| Phone | (704) 741-4200 |
| Office hours | 8:30a.m. To 5:00p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1963865 |
| Discloses disciplinary history | No |
| Discretionary | $368.9M |
| Non-discretionary | $8.2M |
| Total (RAUM) | $377.1M |