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Davis Investment Ventures, LLC

● SEC registered since 2012CRD 161888SEC# 801-74372Boston, MA
Export (members)
Ranks #1,711 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$2.38B
Fund GAV
$2.38B
Private funds
21
Employees
42
Accounts
21
Location
Boston, MA

Davis Investment Ventures, LLC assets under management

Davis Investment Ventures, LLC is an SEC-registered investment adviser based in Boston, MA. The firm has been registered since 2012. It reports $2.4 billion in regulatory assets under management and employs 42 people. Davis Investment Ventures, LLC manages 21 private funds with combined gross assets of $2.4 billion, including Davis Investment Ventures Fund V-A, L.P. By regulatory assets, it ranks 1,711 of 5,911 private fund managers.

Davis Investment Ventures, LLC private funds

21 funds · $2.38B GAV
FundTypeGross assetsMin.
Davis Investment Ventures Fund V-A, L.PReal Estate$749.3M$1M
Davis Investment Ventures Fund Iv-A, L.PReal Estate$533.5M$1M
Davis Investment Ventures Fund Iv-B, L.PReal Estate$210.9M$1M
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Davis Investment Ventures, LLC owners & executives

12 reported
NameTitleOwnershipSince
Catherine Flynne Daume ControlChief Portfolio Management OfficerUnder 5%2009
Davis Investment Corp. ControlMember ManagerUnder 5%2008
Jonathan Golomb Davis ControlMember And CeoOver 75%2008
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Frequently asked questions

How much does Davis Investment Ventures, LLC manage?

Davis Investment Ventures, LLC reports $2.4 billion in regulatory assets under management on its Form ADV.

How many private funds does Davis Investment Ventures, LLC manage?

Davis Investment Ventures, LLC manages 21 private funds with combined gross assets of $2.4 billion.

How many employees does Davis Investment Ventures, LLC have?

Davis Investment Ventures, LLC reports 42 employees.

Where is Davis Investment Ventures, LLC located?

Davis Investment Ventures, LLC is based in Boston, MA and has been SEC-registered since 2012.

Does Davis Investment Ventures, LLC disclose fund performance?

Davis Investment Ventures, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address125 High Street, Suite 2111, Boston, MA 02110
Phone617-451-1300
Fax617-451-3604
Office hours8 a.m. To 6 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$2.28B
Non-discretionary$99.7M
Total (RAUM)$2.38B

Service providers