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Adviser Profile

As of Date 09/27/2025
Registration status Registration Changed to DAVIS CAPITAL ADVISORS, LLC
ADV Location NEW YORK, NY, United States
Contact Info 212 xxxxxxx
Websites
AUM* 41,776,207 9%
of that, discretionary 15,429,538 13%
Number of Employees 2
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 435,169 9%
% High Net Worth 65.15% 1%
SMA’s No
Private Funds 0 1

Adviser Type

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

Employees