Dodge & Cox is a large advisory firm based in San Francisco. It manages $285.93 billion of regulatory assets for 804 client accounts. It has been registered with the SEC as an adviser since 2000 and has operated in the jurisdictions of Arizona, California, Colorado, and 37 other states.
Dodge & provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Dodge & Cox is $285.93 billion. The firm's AUM has grown by 524% since the beginning of its operation, and $6.75 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has a single stream of revenue. Clients pay Dodge & Cox for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, insurance companies, investment companies, charitable organizations, high net worth individuals, pooled investment vehicles, corporations or other businesses, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Dodge & is investment companies with 6 clients and $188.45 billion of assets under management. Among the 10 most similar advisory firms, Dodge & has the 4th highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $285.93 billion for 805 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Dodge & also advises several private funds. Namely, four other private funds. The minimum investment commitment required of non-related persons is $50,000 for each fund.
The company employs 248 people that are either part- or full-time employees. 35 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Dodge & Cox performs its advisory services is located at 555 California Street, San Francisco, CA 94104, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 415-981-1710 or by fax 415-986-1369. The normal business hours are 7:45 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at privateclient.dodgeandcox.com.