|
⚲
|
| Davis Selected Advisers LP
✚
| |
|---|---|
| CRD # | 108674 |
| SEC # | 801-31648 |
| CIK # | 0001036325 |
| AUM | $25.3 BB (2025-06-27) |
| Employees | 124 (10% Investors, 36% Brokers) |
| Phone | 800-279-2279 |
| Address | 3600 E Hemisphere Loop Tucson, AZ 85706-5041 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 23 | 0.0 |
| (b) Individuals (high net worth individuals) | 39 | 0.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 20 | 13.9 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 5 | 0.8 |
| (g) Pension and profit sharing plans | 3 | 0.0 |
| (h) Charitable organizations | 10 | 4.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 20 | 5.9 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 123 | 25.3 |
| By Discretionary | ||
| Discretionary | 110 | 21.5 |
| Non-Discretionary | 13 | 3.8 |
| Total | 123 | 25.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.1 | |
| United States Persons | 24.2 | |
| Total | 123 | 25.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001036325] | |
| SC 13G | [0001036325] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
SmartX Advisory Solutions LLC
✚
|
FL | 26.5 |
|
PNC Investments LLC
✚
|
PA | 26.5 |
|
Valic Financial Advisors Inc
✚
|
TX | 26.4 |
|
Government Portfolio Advisors LLC
✚
|
OR | 25.9 |
|
Sage Advisory Services Ltd Co
✚
|
TX | 25.0 |
|
Steward Partners Investment Advisory LLC
✚
|
NY | 24.8 |
|
Invesco Hong Kong Limited
✚
|
24.7 | |
|
Invesco Managed Accounts LLC
✚
|
WA | 24.6 |
|
Ruffer LLP
✚
|
24.2 | |
|
Asset Allocation & Management Company LLC
✚
|
IL | 24.0 |