The NED DAVIS RESEARCH, INC. is a privately held investment adviser that advises $1.95mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. NED DAVIS RESEARCH, INC. is a Public Fund A public fund manager is a manager whose >=75% of total assets under management are in public funds (broadly accessible, exchange-listed investment vehicles available to retail investors with typically low minimums and clear, widely available information) Manager. Assets remained the same over the last few years.
The Group has been registered with the SEC for 25.18 years and is comprised of 1 filing and 0 relying advisers. They operate out of 3 office locations with their Headquarters at 3665 BEE RIDGE ROAD SUITE 306, SARASOTA, FLORIDA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 68 employees comprised of 44 investment and 24 non-investment staff. The total number of Employees increased by 6.25% over the last 5-years.
Their $1.95mn in assets advised are owned by 0 private funds, 1 public fund and BDCs and 1,521 other accounts. Assets of Investment Companies (IC) clients own $1.95mn or 100% of Total Assets and Banking of Thrift Institutions own $0 or 0% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 11 types of clients, top clients are Investment Companies (IC) and Banking of Thrift Institutions.
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 advisory fees and fixed fees.
NED DAVIS RESEARCH, INC. names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.