Investment adviser · CRD 106659

DAVIS SELECTED ADVISERS - NY, INC.

Investment adviser filing (IA)

NEW YORK, NY, United States · Form ADV filed Mar 19, 2026

Regulatory AUM: $22B
Client accounts: 37
Employees: 57
Advisory professionals: 10

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Investment companies	20	$16,377,699,804	74.5%
Charities	9	$4,994,081,798	22.7%
Corporations & businesses	Fewer than 5	$497,033,137	2.3%
High-net-worth individuals	Fewer than 5	$71,191,042	0.3%
Retirement plans	Fewer than 5	$38,709,305	0.2%
Individuals	Fewer than 5	$0	0.0%
Banks & thrifts	Fewer than 5	$0	0.0%
Government entities	Fewer than 5	$0	0.0%
Other investment advisers	Fewer than 5	$0	0.0%
Insurance companies	Fewer than 5	$0	0.0%
Sovereign wealth & foreign institutions	Fewer than 5	$0	0.0%

Filing source

Form ADV 2045027 · Mar 19, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 19, 2026. View historical filings

Reported services

Investment company portfolio management · Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets

Principal office

620 FIFTH AVENUE, 3RD FLOOR
NEW YORK, NY, 10020-2402, United States

CRD 106659

Filing source

Form ADV 2045027 · Mar 19, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.