D/b/a the Davis Companies or Davis

Fee-Only (% of Portfolio)

Davis Investment Ventures (DIV) manages private real estate investment funds. DIV invests in debt and equity related to real estate in the United States, including underperforming assets and strategic development. DIV aims to generate returns through opportunistic investing in a diversified portfolio. DIV does not offer financial planning or tax planning services.

Assets Under Management$2.4B
Clients21
AdvisorsN/A
Avg. per Client$110M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

DIV manages investments for private real estate funds and related entities. The fees are based on the total committed capital to the fund. Fees may be negotiable. DIV may waive or reduce fees for certain investors, including employees or large investors.

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