Chief Operating Officer, VP, & Shareholder · Dodge & COX
Hallie W. Marshall
CRD 8210022 · Named on Form ADV at one SEC-registered adviser
At a glance
Dodge & COX, an SEC-registered asset manager based in SAN Francisco, CA with $466.6 billion in regulatory assets, lists Hallie W. Marshall on its Form ADV as Chief Operating Officer, VP, & Shareholder, a control person.
Firms and roles
- Dodge & COXChief Operating Officer, VP, & ShareholderAsset manager · SAN Francisco, CA · $467B in regulatory assets
AtlasMembers
Hallie’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (9)
- Katherine M. PrimasChief Compliance Officer, VP, & Shareholder, Dodge & COX
- Roberta R. KamedaGeneral Counsel, VP, Secretary, & Shareholder, Dodge & COX
- Philippe BarretDirector, SVP, & Shareholder, Dodge & COX
- David C. HoeftChair, Chief Investment Officer, Director, & Shareholder, Dodge & COX
- Roger G. KuoChief Executive Officer, President, Director, & Shareholder, Dodge & COX
4 more people named with Hallie on the same filings, with titles and firms. Free in Atlas with a free account.
See all 9 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Hallie’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.