RIA Intel›Advisers›California›DODGE & COX

DODGE & COX

Institutional

N·SAN FRANCISCO, CA

Data as of Jan 27, 2026 · Source: SEC Form ADV

Total AUM

$400.3B

1-Year AUM Growth

+12.4%

3-Year CAGR

+3.7%

Employees

99

Assets Under Management

Total AUM$400.3B

Discretionary AUM$399.1B

Non-Discretionary AUM$1.2B

Discretionary %99.7%

Total Clients735

Team

Total Employees99

Investment Advisers326

Employee Growth (1Y)—

Private Funds

Number of Private Funds2

🔒 Fund-level details including strategies, gross assets, and individual fund records

Filing History

Total Filings on Record49

First FilingNov 8, 2000

Latest FilingJan 27, 2026

🔒 Full AUM trend chart and 49 historical filings spanning 26+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on DODGE & COX

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.