Davis Investment Partners, LLC
● SEC registered since 2022CRD 318783SEC# 801-123320Charlotte, NC
Reg. AUM
$390M
Employees
3
Accounts
452
Location
Charlotte, NC
Davis Investment Partners, LLC assets under management
Davis Investment Partners, LLC is a registered investment adviser overseen by the SEC based in Charlotte, NC. The firm has been registered since 2022. It reports $390 million in regulatory assets under management and employs 3 people.
Davis Investment Partners, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Davis Ip Holdco LLC Control | Owner | Over 75% | 2025 |
| Victor James Davis Control | Managing Member And Chief Compliance Officer | 10-25% | 2022 |
| James L. Davis 2012 Living Trust U/A/D March 26,2012 | Member | Over 75% | 2025 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Davis Investment Partners, LLC manage?
Davis Investment Partners, LLC reports $390 million in regulatory assets under management on its Form ADV.
How many employees does Davis Investment Partners, LLC have?
Davis Investment Partners, LLC reports 3 employees.
Where is Davis Investment Partners, LLC located?
Davis Investment Partners, LLC is based in Charlotte, NC and has been SEC-registered since 2022.
Does Davis Investment Partners, LLC disclose fund performance?
Davis Investment Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4521 Sharon Road, Suite 375, Charlotte, NC 28211 |
| Phone | (704) 741-4200 |
| Office hours | 8:30a.m. To 5:00p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1963865 |
| Discloses disciplinary history | No |
Regulatory AUM
$390M▲ 3%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 55%
Larger than 45% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$390Mregulatory AUM
Discretionary $380.9MNon-discretionary $9.1M