DAVIS INVESTMENT PARTNERS, LLC
CRD #318783 SEC #801-123320 CHARLOTTE, NC (704) 741-4200
SEC Registered
Total AUM
$377.1M
Discretionary
$368.9M
Employees
3
Clients
25
Accounts
458
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $377.1M | $368.9M | $8.2M | 3 | 0 |
| Feb 2024 | $359.2M | $351.6M | $7.6M | 4 | 0 |
| Sep 2023 | $338.1M | $331M | $7.1M | 4 | 0 |
| Jun 2023 | $338.1M | $331M | $7.1M | 4 | 0 |
| Mar 2023 | $336.2M | $329.2M | $7M | 4 | 0 |
| Mar 2023 | $336.2M | $329.2M | $7M | 4 | 0 |
| Dec 2022 | $328.4M | $328.4M | $0 | 3 | 0 |
| Nov 2022 | $328.4M | $328.4M | $0 | 3 | 0 |
| Jun 2022 | $328.4M | $328.4M | $0 | 3 | 0 |
| Mar 2022 | $0 | $0 | $0 | 3 | 0 |
| Mar 2022 | $0 | $0 | $0 | 3 | 0 |
| Mar 2022 | $0 | $0 | $0 | 3 | 0 |
| Jan 2022 | $0 | $0 | $0 | 3 | 0 |
DateMar 2025
Total AUM$377.1M
Discretionary$368.9M
Non-Disc.$8.2M
Employees3
Clients0
DateFeb 2024
Total AUM$359.2M
Discretionary$351.6M
Non-Disc.$7.6M
Employees4
Clients0
DateSep 2023
Total AUM$338.1M
Discretionary$331M
Non-Disc.$7.1M
Employees4
Clients0
DateJun 2023
Total AUM$338.1M
Discretionary$331M
Non-Disc.$7.1M
Employees4
Clients0
DateMar 2023
Total AUM$336.2M
Discretionary$329.2M
Non-Disc.$7M
Employees4
Clients0
DateMar 2023
Total AUM$336.2M
Discretionary$329.2M
Non-Disc.$7M
Employees4
Clients0
DateDec 2022
Total AUM$328.4M
Discretionary$328.4M
Non-Disc.$0
Employees3
Clients0
DateNov 2022
Total AUM$328.4M
Discretionary$328.4M
Non-Disc.$0
Employees3
Clients0
DateJun 2022
Total AUM$328.4M
Discretionary$328.4M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJan 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0