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Dodge & Cox

● SEC registered since 1959CRD 104596SEC# 801-1895San Francisco, CA
Export (members)
Ranks #29 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$466.56B
Fund GAV
$10.93B
Private funds
2
Employees
336
Accounts
740
Location
San Francisco, CA

Dodge & Cox assets under management

Dodge & Cox is an SEC-registered investment adviser based in San Francisco, CA. The firm has been registered since 1959. It reports $466.6 billion in regulatory assets under management and employs 336 people. Dodge & Cox manages 2 private funds with combined gross assets of $10.9 billion, including Dodge & Cox Worldwide Funds PLC - Global Stock Fund. By regulatory assets, it ranks 29 of 6,004 private fund managers.

Dodge & Cox private funds

2 funds · $10.93B GAV
FundTypeGross assetsMin.
Dodge & Cox Worldwide Funds PLC - Global Stock FundOther Private$7.02B$50K
Dodge & Cox Worldwide Funds PLC - U.S. Stock FundOther Private$3.9B$50K

Dodge & Cox owners & executives

10 reported
NameTitleOwnershipSince
David Clinton Hoeft ControlChair, Chief Investment Officer, Director, & Shareholder10-25%2011
Hallie Welch Marshall ControlChief Operating Officer, Vp, & ShareholderUnder 5%2025
Katherine Marie Primas ControlChief Compliance Officer, Vp, & ShareholderUnder 5%2008
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Frequently asked questions

How much does Dodge & Cox manage?

Dodge & Cox reports $466.6 billion in regulatory assets under management on its Form ADV.

How many private funds does Dodge & Cox manage?

Dodge & Cox manages 2 private funds with combined gross assets of $10.9 billion.

How many employees does Dodge & Cox have?

Dodge & Cox reports 336 employees.

Where is Dodge & Cox located?

Dodge & Cox is based in San Francisco, CA and has been SEC-registered since 1959.

Does Dodge & Cox disclose fund performance?

Dodge & Cox is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address555 California Street, 40th Floor, San Francisco, CA 94104
Phone415-981-1710
Fax415-986-1369
Office hours7:45 a.m. - 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
CIK200217
Discloses disciplinary historyNo

Regulatory AUM

$466.56B▲ 1165465%
Mar '25 — $40MApr '25 — $40MMay '25 — $40MJun '25 — $40MJul '25 — $40MAug '25 — $40MSep '25 — $40MOct '25 — $40MNov '25 — $40MDec '25 — $40MJan '26 — $400.29BFeb '26 — $400.29BMar '26 — $466.56BApr '26 — $466.56BMay '26 — $466.56BJun '26 — $466.56B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 1%
Larger than 99% of 16,271 advisers
AUM vs fund managersTop 1%
Larger than 99% of 6,004 private-fund managers
Number of fundsTop 63%
More funds than 37% of fund managers
EmployeesTop 2%
More than 98% of 16,825 advisers

Assets under management

$466.56Bregulatory AUM
Discretionary $465.58BNon-discretionary $984.9M

Service providers

Auditor
Custodian
Administrator