John Davenport Jr.
Advisor at Davenport PBH LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Davenport PBH LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Inlet Beach, FL 32461
Credentials
Series 63, Series 65
Industry experience
5 years
John Davenport Jr. is a financial advisor at Davenport PBH LLC with five years of industry experience. His background includes roles at YieldStreet and RBC Capital Markets, as well as private investing and trading. Davenport holds Series 63 and Series 65 licenses. Davenport PBH LLC operates as a private investment fund managing capital for individual and institutional investors through a limited partnership. The firm focuses on discretionary portfolio management of special-situation and mispriced public equities, emphasizing less-liquid or distressed companies, and maintains a small, concentrated organizational structure with a single portfolio manager.
1.50% annually, charged as 0.375% at the beginning of each calendar quarter
7.5% incentive fee on capital gains or appreciation allocated annually to the General Partner if fund value exceeds prior year end value
Account minimum: $100,000 initial investment minimum; no minimum for additional investments
137 Roundwood Dr
Inlet Beach, FL 32461
Florida · New York
Private Investor/Trader
2021 - Present (5 years)
YieldStreet
2020 - 2021 (1 year)
RBC Capital Markets
2017 - 2020 (3 years)
RBC Capital Markets
2016 - 2016 (1 year)
Columbia University in the City of New York
2012 - 2017 (5 years)
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