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| Keyboard |
| Ned Davis Research Inc
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|---|---|
| CRD # | 112260 |
| SEC # | 801-60241 |
| CIK # | |
| AUM | 2.2 M (2025-12-18) |
| Employees | 68 (65% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 941-412-2300 |
| Address | 3665 Bee Ridge Road Sarasota, FL 34233 |
| Source | [IAPD] [Website] [Twitter] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 26 | 0.0 |
| (b) Individuals (high net worth individuals) | 28 | 0.0 |
| (c) Banking or thrift institutions | 89 | 0.0 |
| (d) Investment companies | 1 | 2.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 23 | 0.0 |
| (h) Charitable organizations | 17 | 0.0 |
| (i) State or municipal government entities | 24 | 0.0 |
| (j) Other investment advisers | 1,089 | 0.0 |
| (k) Insurance companies | 25 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 13 | 0.0 |
| (m) Corporations or other businesses not listed above | 241 | 0.0 |
| (n) Other | 1 | 0.3 |
| Total | 2 | 2.2 |
| By Discretionary | ||
| Discretionary | 2 | 2.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2 | 2.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.2 | |
| Total | 2 | 2.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 1,577 (17 non-US) |
| Serves | Institutional, Research |
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