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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 typeClientsAUM
OtherFewer than 5$497.0M
Non-U.S. personsFewer than 5$0
Insurance companiesFewer than 5$0
Investment companies20$16.38B
Charitable organizations9$5.01B
Other investment advisers20$7.06B
High net worth individuals28$150.3M
Pooled investment vehicles5$974.9M
Banking or thrift institutionsFewer than 5$0
Pension and profit sharing plansFewer than 5$38.7M
State or municipal government entitiesFewer than 5$0
Individuals (other than high net worth individuals)21$8.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • 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

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.