PPrivate Fund Data Log in Join · $37/mo

Penn Davis McFarland Inc

● SEC registered since 1977CRD 110417SEC# 801-13038Dallas, TX
Export (members)
Reg. AUM
$1.26B
Employees
11
Accounts
555
Location
Dallas, TX

Penn Davis McFarland Inc assets under management

Penn Davis McFarland Inc is an investment advisory firm registered with the SEC based in Dallas, TX. The firm has been registered since 1977. It reports $1.3 billion in regulatory assets under management and employs 11 people.
www.pdavis.orgView on SEC.gov ↗

Penn Davis McFarland Inc owners & executives

3 reported
NameTitleOwnershipSince
Jeffrey William Helfrich ControlSenior Vice-President And Director25-50%2020
Robert Earl Felty ControlVice President & Chief Compliance OfficerUnder 5%2020
Robert Van Ogden ControlPresident And Director50-75%2020

Frequently asked questions

How much does Penn Davis McFarland Inc manage?

Penn Davis McFarland Inc reports $1.3 billion in regulatory assets under management on its Form ADV.

How many employees does Penn Davis McFarland Inc have?

Penn Davis McFarland Inc reports 11 employees.

Where is Penn Davis McFarland Inc located?

Penn Davis McFarland Inc is based in Dallas, TX and has been SEC-registered since 1977.

Does Penn Davis McFarland Inc disclose fund performance?

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

Contact & registration

Address2626 Cole Ave Ste 504, Dallas, TX 75204
Phone214-871-2772
Fax214-953-0718
Office hours8:30a.m.-4:30p.m.
SEC regionFort Worth Regional Office (FWRO)
CIK1108893
Discloses disciplinary historyNo

Assets under management

Discretionary$1.26B
Non-discretionary$3.5M
Total (RAUM)$1.26B