About Davidson Capital Management
Davidson Capital Management is a company based in Corpus Christi (United States) founded in 1989 was acquired by Boston Private in December 2007.. The company has 4 employees as of December 31, 2024. Davidson Capital Management offers products and services including Investment Management, Retirement Planning, and Endowment Management. Davidson Capital Management operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, Northwestern Mutual and Principal, among others.
- Headquarter Corpus Christi, United States
- Employees 4 as on 31 Dec, 2024
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Sectors
Financial Services
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Phone
*********
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Website
*********
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Social
*********
- Legal Name Davidson Capital Management, Inc.
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
- Investors
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Employee Count
4
as on Dec 31, 2024
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Acquired by
Boston Private
(Dec 11, 2007)
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Products & Services of Davidson Capital Management
Davidson Capital Management offers a comprehensive portfolio of products and services, including Investment Management, Retirement Planning, and Endowment Management. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Service for managing client portfolios and assets responsibly.
Assistance in planning and managing retirement funds for individuals.
Strategic planning for endowments and foundations investments.
Funding Insights of Davidson Capital Management
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Davidson Capital Management
Davidson Capital Management has secured backing from 1 investor. Prominent investors backing the company include Boston Private. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Wealth management services are offered by Boston Private.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Davidson Capital Management
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Davidson Capital Management
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Davidson Capital Management Comparisons
Competitors of Davidson Capital Management
Davidson Capital Management operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, Investec, Morgan Stanley, Northwestern Mutual and Principal, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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| domain | founded_year | HQ Location |
Global banking, investment, and wealth management services are offered worldwide.
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| domain | founded_year | HQ Location |
Wealth management, investment advisory, and financial services are provided.
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| domain | founded_year | HQ Location |
Northwestern Mutual is engaged in financial planning and insurance services.
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| domain | founded_year | HQ Location |
Retirement, investment, and insurance products and services are provided.
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| domain | founded_year | HQ Location |
Asset management and investment advisory services are provided to clients.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Davidson Capital Management
Frequently Asked Questions about Davidson Capital Management
When was Davidson Capital Management founded?
Davidson Capital Management was founded in 1989.
Where is Davidson Capital Management located?
Davidson Capital Management is headquartered in Corpus Christi, United States. It is registered at Corpus Christi, Texas, United States.
Who is the current CEO of Davidson Capital Management?
Jeffrey Davidson is the current CEO of Davidson Capital Management.
How many employees does Davidson Capital Management have?
As of Dec 31, 2024, the latest employee count at Davidson Capital Management is 4.
What does Davidson Capital Management do?
Davidson Capital Management was established in 1989 in Corpus Christi, United States. Operations focus on diversified investment management within the financial sector. Services encompass portfolio management and advisory for various asset classes. The firm is led by CEO and President Jeffrey Davidson. Activities are centered in the United States, serving institutional and individual investors through structured investment strategies.
Who are the top competitors of Davidson Capital Management?
Davidson Capital Management's top competitors include Fidelity Investments, Investec and S&P Global.
What products or services does Davidson Capital Management offer?
Davidson Capital Management offers Investment Management, Retirement Planning, and Endowment Management.
Who are Davidson Capital Management's investors?
Davidson Capital Management has 1 investor. Key investors include Boston Private.