D/B/A the Davis Companies Or Davis

Real Estate SEC-registered adviser

Legal name: Davis Investment Ventures, LLC

Boston, MA Website LinkedIn

AUM

$2.0B
Regulatory AUM

Private funds

21
Real Estate 21

Private fund assets

$2.0B
Gross asset value

Employees

46

Last Form D raise

Oct 2023
Most recent fund filing

From SEC Form ADV filing (filed Apr 29, 2026). View on SEC

People(10)

Owners and executive officers named on the firm's SEC Form ADV.

J
Jonathan Davis
Member and Chairman
Source: SEC Form ADV
M
Margot Davis
Director and Secretary, Sole Shareholder, Davis Investment
Source: SEC Form ADV
M
Mark Smith
Managing Director of Property Management & Operations
Source: SEC Form ADV
M
Molly Macleod
Trustee, The Davis Legacy Trust Fbo Molly MacLeod
Source: SEC Form ADV
Q
Quentin Reynolds
CIO
Source: SEC Form ADV
R
Robert Kubica
Managing Director, General Counsel, Chief Compliance Officer
Source: SEC Form ADV
S
Stephen Coyle
Managing Director of Investor Relations and Marketing
Source: SEC Form ADV
S
Stephen Davis
Chief Executive Officer
Source: SEC Form ADV
S
Stephen Lilienthal
Trustee, The Davis Legacy Trust Fbo Stephen Davis
Source: SEC Form ADV
S
Steven Burke
Trustee, The Davis Legacy Trust Fbo Stephen Davis
Source: SEC Form ADV

Funds(21)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Davis Investment Ventures Fund V-A, L.PReal Estate$698.6M$508.1M433Oct 2023Cold
Davis Investment Ventures Fund V-B, L.PReal Estate$169.7M$154.0M49Oct 2023Cold
Davis Investment Ventures Fund V, L.PReal Estate$18.8M$16.8M42Oct 2023Cold
Davis Investment Ventures Fund V-C, L.P.Real Estate$53.4M——Aug 2023Cold
Davis Investment Ventures Fund Iv-A, L.PReal Estate$418.8M——Jul 2019Cold
Davis Investment Ventures Fund Iv-B, L.PReal Estate$165.3M——Jul 2019Cold
Davis Investment Ventures Fund IV, L.PReal Estate$15.1M——Jul 2019Cold
Davis Investment Ventures Fund Iii-A, L.P.Real Estate$131.5M$296.3M277Oct 2016Cold
Davis Investment Ventures Fund Iii-B, L.P.Real Estate$67.4M$162.3M47Oct 2016Cold
Davis Investment Ventures Fund III, L.P.Real Estate$12.7M$30.6M76Oct 2016Cold
Davis Investment Ventures Fund V Co-Invest Sidecar, L.P.Real Estate$100.9M———
Everett Landco Investor, L.P.Real Estate$61.3M———
Davis Investment Ventures Fund Ii-A, L.P.Real Estate$35.2M———
Div 1515 Investor, LLCReal Estate$28.6M———
Tdc 1240, LLCReal Estate$22.9M———

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
161888
SEC file number
801-74372

Sources