NED DAVIS INVESTMENT MANAGEMENT, LLC
CRD #154412 SEC #801-72436 VENICE, FL 941-412-2300
SEC Registered
Total AUM
$0
Discretionary
$0
Employees
5
Clients
--
Accounts
0
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 16, 2011
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DAVIS, NATHAN, EDWARD | I | CHAIRMAN/PRESIDENT/CHIEF EXECUTIVE OFFICER | NA | Control |
| HACKETT, EDWARD, VINCENT | I | CFO/CHIEF COMPLIANCE OFFICER/MANAGING DIRECTOR/TREASURER/SECRETARY | NA | Control |
| HACKETT, EDWARD, VINCENT | I | MANAGING DIRECTOR/CFO/CHIEF COMPLIANCE OFFICER/TREASURER/SECRETARY | NA | Control |
| RAYMOND, GEOFFREY, PETER | I | CHIEF EXECUTIVE OFFICER/CHIEF INVESTMENT OFFICER | NA | Control |
| RAYMOND, GEOFFREY, PETER | I | MANAGING DIRECTOR/CIO/DIRECTOR/BOARD OF MANAGERS/MANAGER | NA | Control |
| SCHUSTER, ROBERT, CLIFTON | I | BOARD OF MANAGERS/MANAGER | NA | Control |
| STONECYPHER, LANCE, JAY | I | MANAGING DIRECTOR/SENIOR SECTOR STRATEGIST/BOARD | NA | Control |
| NED DAVIS RESEARCH, INC. | DE | MANAGING MEMBER/MEMBER | E | Control |
| NED DAVIS RESEARCH, INC. | DE | MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| DAVIS, NATHAN, EDWARD | I | NED DAVIS RESEARCH, INC. | C | Control |
| DAVIS, NATHAN, EDWARD | I | NED DAVIS RESEARCH, INC. | C | Control |
| MENDEL, EDWIN, HENRY | I | NED DAVIS RESEARCH, INC. | C | Control |
| MENDEL, EDWIN, HENRY | I | NED DAVIS RESEARCH, INC. | C | Control |
| NED DAVIS RESEARCH GROUP EMPLOYEE STOCK OWNERSHIP PLAN | DE | NED DAVIS RESEARCH, INC. | C | Control |
| NED DAVIS RESEARCH GROUP EMPLOYEE STOCK OWNERSHIP PLAN | DE | NED DAVIS RESEARCH, INC. | C | Control |
Registrations
Federal
IA
Jun 16, 2011 REGISTERED
Notice Filings (1)
FL
Address
700 US 41 BYPASS NORTHVENICE, FL 34285
United States
Phone: 941-412-2300