MD
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
1 advisor
Number of Clients
1 client
Average Client Portfolio
$72K average
Assets Under Management
$72K
Fee Structure
Minimum Investment:$250K
Financial Planning:Investment management only
The firm manages a hedge fund and charges a monthly management fee of 1/12th of 1.0% (1.0% annually) of each Limited Partner's Capital Account. They also receive a Preferred Profit Participation (PPP) equal to 20% of the New Profit in each Limited Partner's Capital Account during each Fiscal Period. Clients are responsible for third-party fees. DRIA also collects fees for referrals of investments to accredited investors.
Areas of Practice
Alternative Investments
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Advisor Information
Office location
330 West Spring Street, Suite 210, Columbus, OH, 43215
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Davis-Ross Investment Advisers, LLC
April 2002 - Present · 23 yrs 9 mos
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.