Davis Investment Ventures, LLC
● SEC registered since 2012CRD 161888SEC# 801-74372Boston, MA
Ranks #2,155 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$2.05B
Fund GAV
$2.05B
Private funds
21
Employees
46
Accounts
21
Location
Boston, MA
Davis Investment Ventures, LLC assets under management
Davis Investment Ventures, LLC is an SEC-registered investment adviser based in Boston, MA. The firm has been registered since 2012. It reports $2 billion in regulatory assets under management and employs 46 people. Davis Investment Ventures, LLC manages 21 private funds with combined gross assets of $2 billion, including Davis Investment Ventures Fund V-A, L.P. By regulatory assets, it ranks 2,155 of 6,004 private fund managers.
Davis Investment Ventures, LLC private funds
21 funds · $2.05B GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Davis Investment Ventures Fund V-A, L.P | Real Estate | $698.6M | $1M |
| Davis Investment Ventures Fund Iv-A, L.P | Real Estate | $418.8M | $1M |
| Davis Investment Ventures Fund V-B, L.P | Real Estate | $169.7M | $1M |
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Join to unlock · $37/moDavis Investment Ventures, LLC owners & executives
20 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Catherine Flynne Daume Control | Chief Portfolio Management Officer | Under 5% | 2009 |
| Davis Investment Corp. Control | Member Manager | Under 5% | 2008 |
| Jonathan Golomb Davis Control | Member And Chairman | Over 75% | 2008 |
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Join to unlock · $37/moFrequently asked questions
How much does Davis Investment Ventures, LLC manage?
Davis Investment Ventures, LLC reports $2 billion in regulatory assets under management on its Form ADV.
How many private funds does Davis Investment Ventures, LLC manage?
Davis Investment Ventures, LLC manages 21 private funds with combined gross assets of $2 billion.
How many employees does Davis Investment Ventures, LLC have?
Davis Investment Ventures, LLC reports 46 employees.
Where is Davis Investment Ventures, LLC located?
Davis Investment Ventures, LLC is based in Boston, MA and has been SEC-registered since 2012.
Does Davis Investment Ventures, LLC disclose fund performance?
Davis Investment Ventures, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 125 High Street, Suite 2111, Boston, MA 02110 |
| Phone | 617-451-1300 |
| Fax | 617-451-3604 |
| Office hours | 8 a.m. To 6 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$2.05B▼ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 22%
Larger than 78% of 16,271 advisers
AUM vs fund managersTop 36%
Larger than 64% of 6,004 private-fund managers
Number of fundsTop 11%
More funds than 89% of fund managers
EmployeesTop 13%
More than 87% of 16,825 advisers
Assets under management
$2.05Bregulatory AUM
Discretionary $1.95BNon-discretionary $100.9M
Service providers
Auditor