# D/B/A the Davis Companies Or Davis

> D/B/A the Davis Companies Or Davis is an SEC-registered investment advisory firm in Boston, MA, registered since 2012, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated April 29, 2026.

- CRD: 161888
- Filed as: D/B/A THE DAVIS COMPANIES OR DAVIS
- Legal name: Davis Investment Ventures, LLC
- Also doing business as: THE DAVIS COMPANIES OR DAVIS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boston, MA
- Filing period: October 2026
- Form ADV filing dated: April 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/161888
- AdvisorCensus page: https://advisorcensus.com/firm/d-b-a-the-davis-companies-or-davis-boston-ma-161888

## Quick answers

**How is D/B/A the Davis Companies Or Davis compensated?**
On its Form ADV (Item 5.E, October 2026), D/B/A the Davis Companies Or Davis reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is D/B/A the Davis Companies Or Davis located?**
D/B/A the Davis Companies Or Davis' principal office is in Boston, MA, according to its Form ADV; the May 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is D/B/A the Davis Companies Or Davis registered with the SEC or a state?**
D/B/A the Davis Companies Or Davis is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 161888.

**How much does D/B/A the Davis Companies Or Davis manage?**
D/B/A the Davis Companies Or Davis reports $2,049,970,037 in regulatory assets under management in its Form ADV filing dated April 29, 2026 (95% discretionary).

**How have D/B/A the Davis Companies Or Davis' assets and staff changed since 2021?**
In the Form ADV data for D/B/A the Davis Companies Or Davis: Regulatory assets under management: $1,865,552,286 in the October 2021 data and $2,049,970,037 in the October 2026 data, up 10%. Total employees: 34 in October 2021 and 46 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does D/B/A the Davis Companies Or Davis serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (21).

**Does D/B/A the Davis Companies Or Davis report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/161888

**What changed in D/B/A the Davis Companies Or Davis' recent Form ADV filings?**
In the May 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $2,049,970,037
- Discretionary: $1,949,104,777
- Non-discretionary: $100,865,260

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 21 | $2,049,970,037 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2012 (14 years)
- Employees: 46 total, 43 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- New York, NY

### Websites listed on Form ADV (Item 1.I)
- thedaviscompanies.com
- LinkedIn @the-davis-companies_2

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,865,552,286 | 34 | March 30, 2021 |
| October 2022 | $1,714,910,436 | 40 | March 30, 2022 |
| October 2023 | $2,198,671,473 | 40 | March 28, 2023 |
| October 2024 | $2,262,460,845 | 44 | March 28, 2024 |
| October 2025 | $2,379,030,618 | 42 | March 29, 2025 |
| October 2026 | $2,049,970,037 | 46 | April 29, 2026 |

Regulatory assets under management: $1,865,552,286 in the October 2021 data and $2,049,970,037 in the October 2026 data, up 10%.
Total employees: 34 in October 2021 and 46 in October 2026.

## Changes in the filing (last 12 months)

### May 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Employees performing advisory functions went from 39 to 43.
- Regulatory assets under management went from $2,379,030,618 to $2,049,970,037 (-14%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. D/B/A the Davis Companies Or Davis (CRD 161888): Form ADV filing data as of October 2026.