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D/B/A THE DAVIS COMPANIES OR DAVIS

SEC Registered

Creating value through real estate since 1976

BOSTON, MAhttps://thedaviscompanies.com617-451-1300
Assets Under Management
$1B–$5B
Year Founded
1976
Employees
46
Office Locations
2 offices
Total Accounts
21

About the firm

Founded in 1976, Davis has a rich history of successfully investing in, managing, and developing real estate for its own account and on behalf of private and institutional investors. Throughout its operating history, Davis has successfully navigated six distinct market cycles, finding in each instance new opportunities to create value for its investors.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

Pooled Vehicles

Areas of expertise

Real Estate InvestmentReal Estate DevelopmentProperty ManagementAsset ManagementLeasingValue-add FundsCommercial Real EstateResidential Real Estate

Services

Investing in, managing, and developing real estate; asset management and leasing; property management; value-add fund equity raising

Private funds / alternatives
Real Estate

Who they serve

Private and institutional investors, tenants

Client segmentClientsAssets managed
Individuals (Non-HNW)0$0
High Net Worth Individuals0$0
Investment Companies0
Pooled Investment Vehicles0$0
Pension/Profit Sharing Plans21$2.0B
Charitable Organizations0$0
State/Municipal Entities0
Insurance Companies0
Sovereign Wealth Funds0
Corporations0$0

0 total clients reported on Form ADV.

Leadership

Richard Jarvis Mccready
CO-PRESIDENT
Jonathan Golomb Davis
MEMBER AND CEO
Davis Investment Corp.
MEMBER MANAGER
Margot Trotter Davis
DIRECTOR AND SECRETARY
Quentin Armstrong Reynolds
CIO
Catherine Flynne Daume
CHIEF PORTFOLIO MANAGEMENT OFFICER
Stephen Michael Coyle
MANAGING DIRECTOR OF INVESTOR RELATIONS AND MARKETING
Stephen Thayer Davis
CO-PRESIDENT
Mark Wilcox Smith
MANAGING DIRECTOR OF PROPERTY MANAGEMENT & OPERATIONS
Michael Anthony Cantalupa
CHIEF DEVELOPMENT OFFICER
Joshua Daniel Israel
CFO
Robert Anthony Kubica
MANAGING DIRECTOR, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER
Leslie Goldberg Cohen
CHIEF OPERATING OFFICER

Office locations

2 offices in 2 states
MA
BOSTONHQ
NY
NEW YORK

Regulatory & compliance

CRD number
#161888
SEC Number
801-74372
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Performance-based

Data as of April 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. D/B/A THE DAVIS COMPANIES OR DAVIS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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