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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- North Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2025
- Branch Offices
- 0
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 IP HOLDCO LLC | DE | OWNER | E | Control |
| DAVIS, JAMES, LAWSON | I | MANAGING MEMBER / PARTNER | E | Control |
| DAVIS, JAMES, LAWSON | I | MANAGING MEMBER / PARTNER | E | Control |
| DAVIS, JAMES, LAWSON | I | MANAGING MEMBER / PARTNER | E | Control |
| DAVIS, JAMES, LAWSON | I | MANAGING MEMBER / PARTNER | E | Control |
| DAVIS, JAMES, LAWSON | I | MANAGING MEMBER / PARTNER | E | Control |
| DAVIS, JAMES, LAWSON | I | MANAGING MEMBER / PARTNER | E | Control |
| DAVIS, JAMES, LAWSON | I | MANAGING MEMBER / PARTNER | E | Control |
| DAVIS, JAMES, LAWSON | I | MANAGING MEMBER / PARTNER | E | Control |
| DAVIS, JAMES, LAWSON | I | MANAGING MEMBER / PARTNER | E | Control |
| DAVIS, JAMES, LAWSON | I | MANAGING MEMBER / PARTNER | E | Control |
| DAVIS, JAMES, LAWSON | I | MANAGING MEMBER / PARTNER | E | Control |
| DAVIS, JAMES, LAWSON | I | MANAGING MEMBER / PARTNER | E | Control |
| Davis, Victor, James | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| Davis, Victor, James | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| Davis, Victor, James | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| Davis, Victor, James | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| Davis, Victor, James | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| Davis, Victor, James | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| Davis, Victor, James | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| Davis, Victor, James | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| Davis, Victor, James | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| Davis, Victor, James | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| Davis, Victor, James | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| Davis, Victor, James | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| Davis, Victor, James | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
Registrations
Federal
IA
Mar 28, 2025 REGISTERED
Notice Filings (5)
FL NC SC TX VA
Address
4521 SHARON ROADSUITE 375
CHARLOTTE, NC 28211
United States
Phone: (704) 741-4200