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| Keyboard |
| Davis Selected Advisers LP
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|---|---|
| CRD # | 108674 |
| SEC # | 801-31648 |
| CIK # | |
| AUM | 30.12 B (2026-03-19) |
| Employees | 121 (8% Investors, 35% Brokers) |
| Fees | |
| Minimum | |
| Phone | 800-279-2279 |
| Address | 3600 E Hemisphere Loop Tucson, AZ 85706-5041 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 21 | 0.0 |
| (b) Individuals (high net worth individuals) | 28 | 0.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 20 | 16.4 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 5 | 1.0 |
| (g) Pension and profit sharing plans | 3 | 0.0 |
| (h) Charitable organizations | 9 | 5.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 20 | 7.1 |
| (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 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 109 | 30.1 |
| By Discretionary | ||
| Discretionary | 95 | 25.6 |
| Non-Discretionary | 14 | 4.5 |
| Total | 109 | 30.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.4 | |
| United States Persons | 28.7 | |
| Total | 109 | 30.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $71.3B |
| Serves | Institutional, Retail |
| LEI | 254900Q6I0WAL4QT7252 |
| Comparable Firms | State | AUM |
|---|---|---|
|
BNY Mellon Advisors Inc
✚
|
NY | 33.48 B |
|
Invesco Managed Accounts LLC
✚
|
WA | 31.28 B |
|
Prudent Man Advisors LLC
✚
|
IL | 30.59 B |
|
PNC Wealth Management
✚
|
PA | 30.27 B |
|
Valic Financial Advisors Inc
✚
|
TX | 29.22 B |
|
Ameritas Investment Partners Inc
✚
|
NE | 29.01 B |
|
Atlanta Capital Management Company LLC
✚
|
GA | 28.64 B |
|
Sage Advisory Services Ltd Co
✚
|
TX | 28.43 B |
|
Asset Allocation & Management Company LLC
✚
|
IL | 27.49 B |
|
SmartX Advisory Solutions LLC
✚
|
FL | 26.99 B |