DAVIS INVESTMENT VENTURES, LLC
Legal name: D/B/A THE DAVIS COMPANIES OR DAVIS
CRD #161888 SEC #801-74372 BOSTON, MA 617-451-1300
SEC Registered Private Funds
Total AUM
$2.4B
Discretionary
$2.3B
Employees
42
Clients
0
Accounts
21
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $2.4B | $2.3B | $99.7M | 42 | 0 |
| Mar 2024 | $2.3B | $2.3B | $0 | 44 | 0 |
| Mar 2023 | $2.2B | $2.2B | $0 | 40 | 0 |
| Feb 2023 | $1.7B | $1.7B | $0 | 40 | 0 |
| Oct 2022 | $1.7B | $1.7B | $0 | 40 | 0 |
| Oct 2022 | $1.7B | $1.7B | $0 | 40 | 0 |
| Mar 2022 | $1.7B | $1.7B | $0 | 40 | 0 |
| Mar 2021 | $1.9B | $1.9B | $0 | 34 | 0 |
| Mar 2020 | $1.4B | $1.4B | $0 | 29 | 0 |
| Mar 2019 | $1B | $1B | $0 | 27 | 0 |
| Aug 2018 | $1.2B | $1.2B | $0 | 26 | 0 |
| Mar 2018 | $1.2B | $1.2B | $0 | 26 | 0 |
| Mar 2017 | $1.2B | $1.2B | $0 | 25 | 11 |
| Mar 2016 | $1.1B | $1.1B | $4.8M | 25 | 11 |
| Mar 2015 | $869.9M | $866.1M | $3.8M | 34 | 1 |
| Mar 2014 | $441.1M | $418.2M | $22.9M | 78 | 1 |
| May 2013 | $433M | $408.6M | $24.3M | 39 | 1 |
| May 2013 | $433M | $408.6M | $24.3M | 39 | 1 |
| Apr 2013 | $433M | $408.6M | $24.3M | 39 | 1 |
| Feb 2012 | $546M | $531M | $15M | -- | 1 |
DateMar 2025
Total AUM$2.4B
Discretionary$2.3B
Non-Disc.$99.7M
Employees42
Clients0
DateMar 2024
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees44
Clients0
DateMar 2023
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees40
Clients0
DateFeb 2023
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees40
Clients0
DateOct 2022
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees40
Clients0
DateOct 2022
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees40
Clients0
DateMar 2022
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees40
Clients0
DateMar 2021
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees34
Clients0
DateMar 2020
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees29
Clients0
DateMar 2019
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees27
Clients0
DateAug 2018
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees26
Clients0
DateMar 2018
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees26
Clients0
DateMar 2017
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees25
Clients11
DateMar 2016
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$4.8M
Employees25
Clients11
DateMar 2015
Total AUM$869.9M
Discretionary$866.1M
Non-Disc.$3.8M
Employees34
Clients1
DateMar 2014
Total AUM$441.1M
Discretionary$418.2M
Non-Disc.$22.9M
Employees78
Clients1
DateMay 2013
Total AUM$433M
Discretionary$408.6M
Non-Disc.$24.3M
Employees39
Clients1
DateMay 2013
Total AUM$433M
Discretionary$408.6M
Non-Disc.$24.3M
Employees39
Clients1
DateApr 2013
Total AUM$433M
Discretionary$408.6M
Non-Disc.$24.3M
Employees39
Clients1
DateFeb 2012
Total AUM$546M
Discretionary$531M
Non-Disc.$15M
Employees--
Clients1