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| Davidson Kahn Capital Management LLC
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|---|---|
| CRD # | 290062 |
| SEC # | 801-129877 |
| CIK # | 0002055535 |
| AUM | 415.5 M (2026-04-27) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 310-928-8192 |
| Address | 14011 Ventura Blvd, Sherman Oaks, CA 91423 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002055535 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 11.5 | ||
| Perimeter Solutions Sa | 10.2 | ||
| Alphabet Inc | 9.1 | ||
| Coupang Inc | 4.8 | ||
| Floor & Decor Holdings Inc | 4.5 | ||
| Old Dominion Freight Line Inc/VA | 4.2 | ||
| Facebook Inc | 4.1 | ||
| Microsoft Corp | 4.0 | ||
| API Group Corp | 3.7 | ||
| Brookfield Asset Management Inc | 3.6 | ||
| Markel Corp | 3.4 | ||
| Copart Inc | 3.2 | ||
| Apple Inc | 3.1 | ||
| KKR & Co LP | 3.0 | ||
| Appfolio Inc | 3.0 | ||
| Brown & Brown Inc | 2.7 | ||
| Brookfield Asset Management Ltd | 2.5 | ||
| ASML Holding NV | 2.4 | ||
| Broadcom Inc | 2.3 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 66 | 100.8 |
| (b) Individuals (high net worth individuals) | 167 | 302.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 8.3 |
| (h) Charitable organizations | 1 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 0.2 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 3.8 |
| (n) Other | 0 | 0.0 |
| Total | 795 | 415.5 |
| By Discretionary | ||
| Discretionary | 795 | 415.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 795 | 415.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.5 | |
| United States Persons | 415.0 | |
| Total | 795 | 415.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002055535] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Seven Mile Advisory LLC
✚
|
FL | 416.8 M |
|
Jupiter Wealth Management LLC
✚
|
CO | 416.8 M |
|
Strategic Asset Management Group Advisors Inc
✚
|
FL | 416.5 M |
|
Market Investment Group LLC
✚
|
KS | 416.4 M |
|
Highview Capital Management LLC
✚
|
IL | 416.3 M |
|
Jeffrey N Mehler CFP LLC
✚
|
CT | 416.2 M |
|
Capstone Wealth Management LLC
✚
|
AL | 416.1 M |
|
Ferguson Shapiro LLC
✚
|
GA | 415.2 M |
|
Landseer Advisors LLC
✚
|
NJ | 415.2 M |
|
Flywheel Private Wealth LLC
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|
CA | 415.0 M |