DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
SEC-registered adviser
D•••• T•• D•••• C•••••••• O• D••••
Legal name D•••• I••••••••• V•••••••• L••
Latest filing Apr 29, 2026
First filing on the tape Feb 21, 2012 · 23 filings
SEC status approved since Mar 28, 2012
RAUM
$2.0B
reported, Item 5.F
Discretionary
95%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
46
43 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
21
reported on Schedule D
History
23 filings and snapshots on the tape
RAUM$2.0B as of Apr 29, 2026
Apr 1, 2013$433M then
HNW client RAUM$0 as of Apr 29, 2026
Mar 26, 2018$0 then
State-registered IARs (5.B.3)0 as of Apr 29, 2026
Apr 1, 20130 then
Employees (5.A)46 as of Apr 29, 2026
Apr 1, 201339 then
Private funds21 as of Apr 29, 2026
Apr 1, 201310 then
RAUM -14% over the last fiscal year-2.3% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Apr 29, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $97.6MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 95%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- -14%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- yesreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$2.0B100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 21reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
27 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| D•••• I••••••••• V••••••• F••• I•••• L•• | Real Estate Fund | $634M | 414 | Mar 30, 2020 |
| D•••• I••••••••• V••••••• F••• V••• L•• | Real Estate Fund | $580M | 457 | Mar 28, 2023 |
| D•••• I••••••••• V••••••• F••• I•••• L•• | Real Estate Fund | $251M | 51 | Mar 30, 2020 |
| D•••• I••••••••• V••••••• F••• I••••• L••• | Real Estate Fund | $206M | 295 | Mar 23, 2016 |
| D•••• I••••••••• V••••••• F••• V••• L•• | Real Estate Fund | $173M | 51 | Mar 28, 2023 |
| D•••• I••••••••• V••••••• F••• I••••• L••• | Real Estate Fund | $106M | 50 | Mar 23, 2016 |
| D•••• I••••••••• V••••••• F••• I•••• L••• | Real Estate Fund | $63.5M | 360 | Feb 21, 2012 |
| D•••• I••••••••• V••••••• F••• V••• L••• | Real Estate Fund | $55.0M | 2 | Mar 28, 2024 |
| D•• G•••• I•••••••• L••• | Real Estate Fund | $35.3M | 33 | Mar 30, 2022 |
| D•• 1••• I•••••••• L•• | Real Estate Fund | $29.8M | 87 | Mar 28, 2023 |
| T•• 1•••• L•• | Real Estate Fund | $23.9M | 52 | Mar 30, 2022 |
| D•••• I••••••••• V••••••• F••• I•• L•• | Real Estate Fund | $23.3M | 61 | Mar 30, 2020 |
| D•••• I••••••••• V••••••• F••• I••• L••• | Real Estate Fund | $20.5M | 83 | Mar 23, 2016 |
| D•••• I••••••••• V••••••• F••• V• L•• | Real Estate Fund | $18.9M | 45 | Mar 28, 2023 |
| D•••• I••••••••• V••••••• F••• I•••• L••• | Real Estate Fund | $14.5M | 34 | Feb 21, 2012 |
| N•• B••••• H••••••••• I•••••••• O••••• L•• | Real Estate Fund | $13.4M | 40 | Mar 28, 2024 |
| D•• N•• B••••• H••••••••• O••••• L•• | Real Estate Fund | $9.7M | 21 | Mar 28, 2024 |
| D•••• I••••••••• V••••••• F••• I•• L••• | Real Estate Fund | $5.2M | 39 | Feb 21, 2012 |
| D•• C••• K• L••no longer reported | Liquidity Fund | $4.8M | 2 | Apr 1, 2013 |
| D•••• I••••••••• V••••••• V•••• O••••••••• F••• I••• L•••no longer reported | Real Estate Fund | $3.7M | 258 | Feb 21, 2012 |
| D•• C••• S• L••no longer reported | Liquidity Fund | $3.2M | 2 | Apr 1, 2013 |
| D•• F••• I• L••••••••• T••••no longer reported | Real Estate Fund | $1.2M | 340 | Mar 30, 2021 |
| D•• L••• P•••••••• I• L••no longer reported | Real Estate Fund | $504,000 | 63 | Apr 1, 2013 |
| D•••• I••••••••• V••••••• V•••• O••••••••• F••• I••• L•••no longer reported | Real Estate Fund | $366,017 | 3 | Feb 21, 2012 |
| D•••• I••••••••• V••••••• V•••• O••••••••• F••• I• L•••no longer reported | Real Estate Fund | $303,812 | 80 | Feb 21, 2012 |
| D•••• I••••••••• V••••••• V•••• O••••••••• F••• I•• A••• L•••no longer reported | Real Estate Fund | $110,729 | 3 | Feb 21, 2012 |
| D•• C•••••• P••• I•••••••• L••• | Real Estate Fund | $82,913 | 54 | Mar 30, 2021 |
Owners and control persons
Schedule A and B, latest filing
- C••••••••• M••••••• A•••••• · Chief Development Officercontrolsince 06/2020 · owns less than 5%
- C••••• L•••••• G••••••• · Chief Operating Officercontrolsince 09/2022 · owns less than 5%
- C••••• S••••••• M•••••• · Managing Director Of I••••••• Relations And M•••Etingcontrolsince 03/2017 · owns less than 5%
- D••••• C••••••••• F••••• · Chief P•••••••• Management Officercontrolsince 04/2009 · owns less than 5%
- D••••• J•••••••• G••••• · Member And Ceocontrolsince 04/2008 · owns 75% or more
- D••••• S••••••• T••••• · Presidentcontrolsince 01/2021 · owns less than 5%
- I•••••• J•••••• D••••• · Cfocontrolsince 10/2022 · owns less than 5%
- K•••••• R•••••• A•••••• · Managing Director, General Counsel, Chief Compliance Officercontrolsince 10/2022 · owns less than 5%
- R•••••••• Q••••••• A•••••••• · Ciocontrolsince 02/2020 · owns less than 5%
- S••••• M•••• W••••• · Managing Director Of Property Management & Operationscontrolsince 08/2020 · owns less than 5%
- D••••• M•••••• T•••••• · Director And Secretarycontrolsince 10/1991 · owns 75% or more of D•••• I••••••••• C••••
Entity owners
- D•••• I••••••••• C•••• · Member M••••••direct · owns less than 5%
Related persons
Schedule D 7.A
- D•• C•••••• P••• G•• L••pooled vehicle sponsorn
- D•• F••• I• G•• L••pooled vehicle sponsorn
- D•• F••• I•• G•• L••pooled vehicle sponsorn
- D•• F••• I•• M•••••• C•••pooled vehicle sponsorn
- D•• F••• I• G•• L••pooled vehicle sponsorn
- D•• F••• V• G•• L••pooled vehicle sponsorn
- D•• G•••• G•• L••pooled vehicle sponsorn
- D•• N•• B••••• H••••••••• M••••••• L••pooled vehicle sponsorn
- T•• S••••••••• I• M•••••• C••••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- New York, NY3 employees
What changed
consecutive filings, newest first
- Advisory employees · 39 to 43Mar 29, 2025 to Mar 30, 2026
- Employees · 42 to 46Mar 29, 2025 to Mar 30, 2026
- Discretionary RAUM · $2.3B to $1.9BMar 29, 2025 to Mar 30, 2026
- Non-discretionary RAUM · $99.7M to $101MMar 29, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $2.4B to $2.0BMar 29, 2025 to Mar 30, 2026
- RAUM · $2.4B to $2.0BMar 29, 2025 to Mar 30, 2026
- Accounts · 19 to 21Mar 28, 2024 to Mar 29, 2025
- Advisory employees · 41 to 39Mar 28, 2024 to Mar 29, 2025
- Pooled vehicle clients · 19 to 21Mar 28, 2024 to Mar 29, 2025
- Employees · 44 to 42Mar 28, 2024 to Mar 29, 2025
- Financial planning clients · 0 to 0Mar 28, 2024 to Mar 29, 2025
- Private funds · 19 to 21Mar 28, 2024 to Mar 29, 2025
- Discretionary RAUM · $2.3B to $2.3BMar 28, 2024 to Mar 29, 2025
- Non-discretionary RAUM · $0 to $99.7MMar 28, 2024 to Mar 29, 2025
- Pooled vehicle RAUM · $2.3B to $2.4BMar 28, 2024 to Mar 29, 2025
- RAUM · $2.3B to $2.4BMar 28, 2024 to Mar 29, 2025
- Accounts · 16 to 19Mar 28, 2023 to Mar 28, 2024
- Advisory employees · 37 to 41Mar 28, 2023 to Mar 28, 2024
- Pooled vehicle clients · 16 to 19Mar 28, 2023 to Mar 28, 2024
- Employees · 40 to 44Mar 28, 2023 to Mar 28, 2024
- Private funds · 16 to 19Mar 28, 2023 to Mar 28, 2024
- Discretionary RAUM · $2.2B to $2.3BMar 28, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $2.2B to $2.3BMar 28, 2023 to Mar 28, 2024
- RAUM · $2.2B to $2.3BMar 28, 2023 to Mar 28, 2024
- Accounts · 12 to 16Feb 10, 2023 to Mar 28, 2023
- Pooled vehicle clients · 12 to 16Feb 10, 2023 to Mar 28, 2023
- Other offices · 2 to 1Feb 10, 2023 to Mar 28, 2023
- Private funds · 12 to 16Feb 10, 2023 to Mar 28, 2023
- Discretionary RAUM · $1.7B to $2.2BFeb 10, 2023 to Mar 28, 2023
- Pooled vehicle RAUM · $1.7B to $2.2BFeb 10, 2023 to Mar 28, 2023
- RAUM · $1.7B to $2.2BFeb 10, 2023 to Mar 28, 2023
- Business name · D•••• T•• D•••• C•••••••• to D•••• T•• D•••• C•••••••• O• D••••Mar 30, 2022 to Oct 18, 2022
- Accounts · 11 to 12Mar 30, 2021 to Mar 30, 2022
- Advisory employees · 31 to 37Mar 30, 2021 to Mar 30, 2022
- Pooled vehicle clients · 11 to 12Mar 30, 2021 to Mar 30, 2022
- Employees · 34 to 40Mar 30, 2021 to Mar 30, 2022
- Other offices · 3 to 2Mar 30, 2021 to Mar 30, 2022
- Private funds · 11 to 12Mar 30, 2021 to Mar 30, 2022
- Discretionary RAUM · $1.9B to $1.7BMar 30, 2021 to Mar 30, 2022
- Pooled vehicle RAUM · $1.9B to $1.7BMar 30, 2021 to Mar 30, 2022
Signals
13 dated events
- D•••• T•• D•••• C•••••••• O• D•••• reported RAUM $2.2B, up 28% from $1.7B (2023-02-10 to 2023-03-28)Mar 28, 2023 · RAUM change · derived
- Jarvis Richard Mccready (Co-President) no longer on Schedule A of D•••• T•• D•••• C•••••••• O• D•••• (listed 2022-10-25, absent 2023-02-10)Feb 10, 2023 · Control person left · inference
- Goldberg Leslie Cohen (Chief Operating Officer) appeared on Schedule A of D•••• T•• D•••• C•••••••• O• D••••Oct 25, 2022 · Control person joined · fact
- Daniel Joshua Israel (Cfo) appeared on Schedule A of D•••• T•• D•••• C•••••••• O• D••••Oct 25, 2022 · Control person joined · fact
- Anthony Robert Kubica (Managing Director, General Counsel, Chief Compliance Officer) appeared on Schedule A of D•••• T•• D•••• C•••••••• O• D••••Oct 25, 2022 · Control person joined · fact
- Nmn Ravi Ragnauth (Cfo And Cco) no longer on Schedule A of D•••• T•• D•••• C•••••••• O• D•••• (listed 2022-10-18, absent 2022-10-25)Oct 25, 2022 · Control person left · inference
- L.P. Brian Fallon (President Of Tdc Development, Llc) no longer on Schedule A of D•••• T•• D•••• C•••••••• O• D•••• (listed 2021-03-30, absent 2022-03-30)Mar 30, 2022 · Control person left · inference
- Foster Larry Lenrow (Managing Director) no longer on Schedule A of D•••• T•• D•••• C•••••••• O• D•••• (listed 2020-03-30, absent 2021-03-30)Mar 30, 2021 · Control person left · inference
- Wilcox Mark Smith (Managing Director Of Property Management & Operations) appeared on Schedule A of D•••• T•• D•••• C•••••••• O• D••••Mar 30, 2021 · Control person joined · fact
- Anthony Michael Cantalupa (Managing Director And Chief Development Officer) appeared on Schedule A of D•••• T•• D•••• C•••••••• O• D••••Mar 30, 2021 · Control person joined · fact
- Thayer Stephen Davis (Co-President) appeared on Schedule A of D•••• T•• D•••• C•••••••• O• D••••Mar 30, 2021 · Control person joined · fact
- D•••• T•• D•••• C•••••••• O• D•••• reported RAUM $1.9B, up 36% from $1.4B (2020-03-30 to 2021-03-30)Mar 30, 2021 · RAUM change · derived
- D•••• T•• D•••• C•••••••• O• D•••• reported RAUM $1.4B, up 33% from $1.0B (2019-03-26 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/the-davis-companies_2reportedpublic record, Form ADV, Sep 18, 2026
- Website
- THED••••COMPANIES.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 617-451-1300reportedpublic record, Form ADV, Apr 29, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026
Across the graphs
D•••• T•• D•••• C•••••••• O• D•••• is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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