DAVIS SELECTED ADVISERS - NY, INC.
C27
CRD 106659·SEC 801-53272·NEW YORK, NY
AUM
$21.98B
$1B+
Est. Revenue
$219.8M
@ 1% on AUM
Est. EBITDA
$65.9M
@ 30% margin
Est. Deal Value
$527.5M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $17.91B
'21 · $20.37B
'22 · $20.22B
'23 · $20.67B
'25 · $18.48B
'26 · $21.98B
'20'26
$17.91B → $21.98B▲ +23%
Client mix
| Investment Companies | 20 |
| Charitable Organizations | 9 |
| Pension Profit Sharing Plans | 3 |
| Corporations | 3 |
| Individuals High Net Worth | 2 |
Operations
Advisory staff (5-yr trend)
'20 · 12 advisors
'21 · 12 advisors
'22 · 11 advisors
'23 · 10 advisors
'25 · 12 advisors
'26 · 10 advisors
'20'26
12 advisors → 10 advisors▼ -17%
Branches
| Count | 1 |
Custodian & Brokerage
Services offered
Portfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (9)
Everything else we've pulled for this record, not yet curated into a section.