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DAVIS SELECTED ADVISERS - NY, INC.
CRD 106659File 801-53272
APPROVED
Retail clients
Filing as of Mar 19, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$21.98B
Top 10% of cohort (national)
Discretionary AUM
$21.98B
Clients
37
37 accounts
Employees
57
Top 10% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Nov 20, 1996
- Principal office
- 620 FIFTH AVENUE, 3RD FLOOR, NEW YORK, NY, 10020-2402
- Phone
- (212) 891-5500
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $21.98B
- Discretionary AUM
- $21.98B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 37
- Non-discretionary accounts
- 0
- Total accounts
- 37
- AUM per client
- $594.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $497.0M |
| Non-U.S. persons | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Investment companies | 20 | $16.38B |
| Charitable organizations | 9 | $4.99B |
| Other investment advisers | Fewer than 5 | $0 |
| High net worth individuals | Fewer than 5 | $71.2M |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Pension and profit sharing plans | Fewer than 5 | $38.7M |
| State or municipal government entities | Fewer than 5 | $0 |
| Individuals (other than high net worth individuals) | Fewer than 5 | $0 |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.