D.A. Davidson & Co.

Read About Hedge Funds

Key Facts

HeadquartersGreat Falls, MT
AUM$15.2 billion
AUM as ofDecember 21, 2017


D.A. Davidson & Co. is a hedge fund based in Great Falls, MT. It was founded in 02/1994. They hold $15.2 billion in assets under management as of December 21, 2017.

Sub Funds and Performance

NameAUM (bn) Type Min Investment Num Clients Internal $ % Fund of Funds $ % Prime Brokers
Concordant Partners, LLC D/B/A The Concordant Fund 0.034 hedge fund 250,000 53 7.0 Goldman Sachs & Co. LLC

Key People

Timothy George AustinSvp, Chief Operations Officer Owner or OfficerNone
Jacqueline Ann BeauprezSvp, General Counsel Owner or OfficerNone
Tammy Rae BeaverChief Compliance Officer (Investment Advisory Only) Owner or OfficerNone
Donald Warren Jr CrowellDirector Owner or OfficerNone
Ian Bruce DavidsonChairman Emeritus Owner or Officer10 to 25%
Samuel Charles DoylePresident Of Fixed Income Capital Markets Owner or OfficerNone
Monte Wayne GiesePresident Of Equity Capital Markets Owner or OfficerNone
Wesley Dean HallChief Compliance Officer Owner or OfficerNone
James Patrick KerrCeo, D.A. Davidson Companies, Director Owner or OfficerNone
Lawrence Todd MartinezPresident, D.A. Davidson Companies Owner or OfficerNone
Thomas Steven NelsonChief Financial Officer, Executive Vice President, Director Owner or OfficerNone
Michael Joseph PurpuraPresident, Individual Investor Group, Director Owner or OfficerNone