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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 124 | 121 | decreased by3 |
| Apr 1, 2026 | Clients | 123 | 109 | decreased by14 |
| Apr 1, 2026 | AUM | $25,316,698,977 | $30,120,188,911 | increased by$4,803,489,934 |
| Apr 1, 2026 | Accounts | 123 | 109 | decreased by14 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 131 | 124 | decreased by7 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 152 | 123 | decreased by29 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $27,422,634,630 | $25,316,698,977 | decreased by$2,105,935,653 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 152 | 123 | decreased by29 |
| Apr 1, 2022 | Employees | 139 | 131 | decreased by8 |
| Apr 1, 2022 | Clients | 144 | 152 | increased by8 |
| Apr 1, 2022 | AUM | $26,115,589,527 | $27,422,634,630 | increased by$1,307,045,103 |
| Apr 1, 2022 | Accounts | 144 | 152 | increased by8 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “DAVIS SELECTED” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“DAVIS SELECTED” may also match similarly-named firms). Confirm identity against each filing.
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.