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DODGE & COX
SAN FRANCISCO, CA
415-981-1710
SEC #801-1895Total AUM
$466.6B
Employees
336Clients
740Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
555 CALIFORNIA STREET
40TH FLOOR
SAN FRANCISCO
CA 94104
United States
40TH FLOOR
SAN FRANCISCO
CA 94104
United States
Operating Hours
7:45 A.M. - 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
415-981-1710
Financials
Total AUM
$466.6B
Accounts
740Discretionary
$465.6B
Accounts
739Non-Discretionary
$984.9M
Accounts
1
Clients
Individual Clients
16AUM
$7.1M
HNW Individual Clients
331AUM
$7.7B
Investment Company Clients
9AUM
$328.5B
Pooled Vehicle Clients
4AUM
$11.9B
Pension/Profit Sharing Plan Clients
225AUM
$73.3B
Charitable Organization Clients
61AUM
$3.4B
Government Entity Clients
54AUM
$29.4B
Insurance Company Clients
9AUM
$4B
Corporation or Business Clients
31AUM
$8.4B
Services
Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
MODEL PORTFOLIO DELIVERY
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
% OF ASSETS BEING MANAGED BY REFERENCE TO A MODEL PORTFOLIO
Compliance
Disclosures
None reported
State Registrations
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Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.