The DAVOS INVESTMENT GROUP is a non SEC/STATE investment adviser that advises $0 in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. DAVOS INVESTMENT GROUP is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets decreased by 100% over the last 2-years.
The Group has been registered with the STATE for 0.53 years and is comprised of 0 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 23 CORPORATE PLAZA, STE 150, NEWPORT BEACH, CA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 7 employees comprised of 6 investment and 1 non-investment staff. The total number of Employees increased by 600% over the last 5-years.
Their $0 in assets advised are owned by 0 private funds, 0 public funds and BDCs and 0 other accounts.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 0 types of clients.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees.
DAVOS INVESTMENT GROUP names 0 sub-advisers advised by the group. The Group has not been named as the sub-adviser to any fund.
They have a risk business model that requires a high degree of process maturity to manage operational risk. A Manager Group has a "High Complexity" when 25% or more of 63 business conditions measured require a high level of process maturity to manage the risk. The "Watch" suffix indicates that one or more of the following business conditions carry a high-complexity score: 1) % Fund Assets Valued Internally, 2) prior Regulatory Violations, 3) Unqualified Audits, 4) Multi-Functional C-Suite and 5) Business Concentration Risk with an Auditor or Administrator.
In DAVOS INVESTMENT GROUP's case, they have 0 business conditions that require high process maturity and 0 Watch Factors.