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Building 2D/B/A THE DAVIS COMPANIES OR DAVIS

Map pinBOSTON, MA
Phone617-451-1300
NotebookSEC #801-74372
Total AUM
$2B
Employees
46
Clients
21

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
125 HIGH STREET
SUITE 2111
BOSTON
MA 02110
United States
Operating Hours
8 AM TO 6 PM
Monday - Friday
Phone
617-451-1300
Other Offices
1

ReceiptFinancials

Total AUM
$2B
Accounts
21
Discretionary
$1.9B
Accounts
20
Non-Discretionary
$100.9M
Accounts
1

ContactClients

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Pooled Vehicle Clients
21
AUM
$2B

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
MA

HandshakeAffiliates

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Affiliates
Reported 10 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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