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Ned Davis Research, Inc.

● SEC registered since 2001CRD 112260SEC# 801-60241Sarasota, FL
Export (members)
Reg. AUM
$2.2M
Employees
68
Accounts
2
Location
Sarasota, FL

Ned Davis Research, Inc. assets under management

Ned Davis Research, Inc. is an SEC-registered investment adviser based in Sarasota, FL. The firm has been registered since 2001. It reports $2.2 million in regulatory assets under management and employs 68 people.

Ned Davis Research, Inc. owners & executives

15 reported
NameTitleOwnershipSince
Brian Thomas Sanborn ControlChief Operations Officer, Head Of Investment SolutionsUnder 5%2024
Delinian Holdings US LLC ControlShareholderOver 75%2023
James Allan McQueeneyChief Compliance Officer, Director Market Data & ProductionUnder 5%2020
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Frequently asked questions

How much does Ned Davis Research, Inc. manage?

Ned Davis Research, Inc. reports $2.2 million in regulatory assets under management on its Form ADV.

How many employees does Ned Davis Research, Inc. have?

Ned Davis Research, Inc. reports 68 employees.

Where is Ned Davis Research, Inc. located?

Ned Davis Research, Inc. is based in Sarasota, FL and has been SEC-registered since 2001.

Does Ned Davis Research, Inc. disclose fund performance?

Ned Davis Research, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3665 Bee Ridge Road, Suite 306, Sarasota, FL 34233
Phone941-412-2300
Office hours8:30a.m. To 5:00p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$2.2M
Non-discretionary$0
Total (RAUM)$2.2M