Family OfficeRIA · CRD 110994SEC-Registered

Updated:

Harold Davidson & Associates, Inc.

HAROLD DAVIDSON & ASSOCIATES, INC is an SEC-registered investment adviser in LOS ANGELES, CA, since 1974.

Harold Davidson & Associates, Inc.

HAROLD DAVIDSON & ASSOCIATES, INC is an SEC-registered investment adviser in LOS ANGELES, CA, since 1974. The firm manages approximately $391 million in assets. It has 7 employees and 3 investment advisers.

General information

Firm type

Family Office

Year founded

AUM

Undisclosed

Location

Region

Country

City

Corporate office

Frequently asked questions

Who runs investment decisions at Harold Davidson & Associates, Inc.?

The firm is named after Harold Davidson, but no named investment professionals or CIO are publicly disclosed. Decision-making is assumed to be controlled by the founding family or a small internal team, based on the firm's structure and lack of public-facing leadership.

How does Harold Davidson & Associates, Inc. source deal flow?

Given the firm's low public profile, its deal flow sourcing mechanism is not known. It likely relies on direct relationships and co-investment networks, as common among private family offices, but no specific process has been documented externally.

Is Harold Davidson & Associates, Inc. a single-family office or does it manage external capital?

The firm appears to be a single-family office based on its corporate name and lack of evidence of external fund management or institutional clients. There is no public indication of an advisory or multi-family office function.

What investment stages does Harold Davidson & Associates, Inc. target?

No specific stage targeting is publicly known. The firm has been observed in public securities filings, suggesting a public equities component. There is no evidence of venture capital or early-stage direct investments in the public domain.

Where does the underlying wealth for Harold Davidson & Associates, Inc. come from?

The wealth origin is not disclosed in public records. The firm's name suggests a founder named Harold Davidson, but the source of the family's fortune—whether entrepreneurial, inherited, or from a prior business—remains unknown.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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