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DAVIS SELECTED ADVISERS LP
CRD 108674File 801-31648
APPROVED
Retail clients
Disclosure events
Filing as of Mar 19, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$30.12B
Top 10% of cohort (national)
Discretionary AUM
$25.62B
Non-discretionary $4.50B
Clients
109
109 accounts
Employees
121
Top 10% of cohort in AZ
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Jan 1, 1988
- Principal office
- 3600 E. HEMISPHERE LOOP, TUCSON, AZ, 85706-5041
- Phone
- (800) 279-2279
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $30.12B
- Discretionary AUM
- $25.62B
- Non-discretionary AUM
- $4.50B
- Discretionary accounts
- 95
- Non-discretionary accounts
- 14
- Total accounts
- 109
- AUM per client
- $276.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $497.0M |
| Non-U.S. persons | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Investment companies | 20 | $16.38B |
| Charitable organizations | 9 | $5.01B |
| Other investment advisers | 20 | $7.06B |
| High net worth individuals | 28 | $150.3M |
| Pooled investment vehicles | 5 | $974.9M |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Pension and profit sharing plans | Fewer than 5 | $38.7M |
| State or municipal government entities | Fewer than 5 | $0 |
| Individuals (other than high net worth individuals) | 21 | $8.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11H2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.

