Kravitz Davis Sansone Inc. (Encino)

Kravitz Davis Sansone Inc. is a large advisory firm based in Encino. It manages $944.4 million of regulatory assets for 141 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of California and Texas.

Kravitz Davis Sansone provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Kravitz Davis Sansone: assets under management

The assets under management (AUM) of Kravitz Davis Sansone Inc. is $944.4 million. The firm's AUM has gone down by -21% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $7 million in discretionary accounts and $937.4 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.17 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $6.94 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Kravitz Davis Sansone Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Kravitz Davis Sansone Inc.

Daniel Kravitz has been acting as President since 1 May 2005. Louis Kravitz joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Louis Kravitz	Chief financial officer	1 May 2005	25% - 50%	2689875
Mark Alton Davis	Vice president, chief compliance officer	1 May 2005	Other	2154578
Steven Samuel Sansone	Vice president	1 May 2005	Other	2346903
Daniel Kravitz	President	1 May 2005	25% - 50%	4981539
Louis Kravitz	Chief compliance officer	1 Mar 2006	25% - 50%	2689875

Based in Encino

The principal office where Kravitz Davis Sansone Inc. performs its advisory services is located at 15760 Ventura Boulevard, Encino, CA 91436 3017, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.