Dodge & Cox

RIASEC RegisteredEst. 1959

Total AUM

$467B

Discretionary

$466B

100% of AUM

Avg account

$630M

Accounts

740

Employees

336

Advisory reps

Firm details

Headquarters: San Francisco, California
CRD number: 104596
Registered since: March 14, 1959
Website: www.dodgeandcox.com
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, THE BANK OF NEW YORK MELLON, STATE STREET BANK AND TRUST COMPANY
Fee structure: Percentage of AUM, Other
Client types: Investment Companies70.4%
Pension & Profit Sharing Plans15.7%
State / Municipal Government6.3%
Pooled Investment Vehicles2.56%
Corporations / Businesses1.8%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Dodge & Cox is a long-established investment adviser organized as a corporation and registered with the SEC since 1959. Its client base spans individual and family investors as well as institutional accounts. The firm provides portfolio management across a range of vehicles — for individuals and small businesses, for pooled vehicles and investment companies, and for business or institutional clients — and it also has CPO/CTA activity. Fee arrangements include asset-based fees alongside other fee structures. Filings indicate the firm is not an active ESG investor.