| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Dodge & Cox Worldwide Funds PLC - Global Stock Fund | Other Private | $5.75B | $50K |
| Dodge & Cox Worldwide Funds PLC - U.S. Stock Fund | Other Private | $3.87B | $50K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Dana Morton Emery Control | Chair, Ceo, Director, & Shareholder | 10-25% | 2001 |
| David Clinton Hoeft Control | Director, Svp, Chief Investment Officer, & Shareholder | 10-25% | 2011 |
| Katherine Marie Primas Control | Chief Compliance Officer, Vp, & Shareholder | Under 5% | 2008 |
Dodge & Cox reports $40 million in regulatory assets under management on its Form ADV.
Dodge & Cox manages 2 private funds with combined gross assets of $9.6 billion.
Dodge & Cox reports 326 employees.
Dodge & Cox is based in San Francisco, CA and has been SEC-registered since 1959.
Dodge & Cox is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 555 California Street, 40th Floor, San Francisco, CA 94104 |
| Phone | 415-981-1710 |
| Fax | 415-986-1369 |
| Office hours | 7:45 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 200217 |
| Discloses disciplinary history | No |
| Discretionary | $39.9M |
| Non-discretionary | $1.16B |
| Total (RAUM) | $40M |