Davis Selected Advisers Ny, Inc.
- Regulatory AUM
- $22.0B
- Discretionary
- $22.0B
- Clients
- 37
- Avg AUM / client
- $594M
- Accounts
- 37
- Employees
- 57
AUM over time
Annual snapshots from Form ADV filings · as of Mar 19, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 0 | $0 | — |
| High net worth individuals | 2 | $71.2M | 0.32% |
| Banking or thrift institutions | 0 | $0 | — |
| Investment companies | 20 | $16.4B | 74.5% |
| Pension and profit sharing plans | 3 | $38.7M | 0.18% |
| Charitable organizations | 9 | $5.0B | 22.7% |
| State or municipal government entities | 0 | $0 | — |
| Other investment advisers | 0 | $0 | — |
| Insurance companies | 0 | $0 | — |
| Sovereign wealth funds and foreign official institutions | 0 | $0 | — |
| Corporations and other businesses | 3 | $497M | 2.26% |
People (7)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Davis, Andrew, Adams | President | Sep 1996 (30y) | Less than 5% | |
| Davis, Christopher, Cullom | Chairman And Chief Executive Officer | Sep 1996 (30y) | 75% or more of Davis Investments, Llc (indirect) | |
| Wiese, Russell, Otis | Vice President | Sep 1996 (30y) | Less than 5% | |
| Eich, Kenneth, Charles | Vice President And Chief Operating Officer | Mar 1997 (29y) | Less than 5% | |
| Tyc, Gary, Paul | Vice President And Treasurer | May 1998 (28y) | Less than 5% | |
| Cohen, Lisa, J | Vice President, Chief Legal Officer | Jun 2021 (5y) | Less than 5% | |
| Mcloughry, Michaela | Vice President, Chief Compliance Officer | Feb 2023 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Davis Selected Advisers Lp | 100% Corporate Owner | Sep 1996 | A | 75% or more |
| Davis Investments, Llc | General Partner | Dec 2000 | B | GP / trustee / elected manager of Davis Selected Advisers, L.P. (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/19/2026 | 1.11 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 19, 2026.
View current Form ADV (SEC/IAPD) ↗