Brandes Investment Partners, LP

RIASEC RegisteredEst. 1985

Total AUM

$40.6B

Discretionary

$39.7B

98% of AUM

Avg account

$3M

Accounts

13,504

Employees

149

Advisory reps

Firm details

Headquarters: La Jolla, California
CRD number: 105404
Registered since: August 8, 1985
Website: www.brandes.com
Custodians: STATE STREET BANK AND TRUST COMPANY, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, J.P. MORGAN SECURITIES INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: State / Municipal Government36.89%
Other Investment Advisers23.81%
Investment Companies14.59%
Pooled Investment Vehicles9.09%
Corporations / Businesses5.08%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Brandes Investment Partners, LP is a limited partnership that acts as an active capital allocator for both individual/family and institutional clients. Registered with the SEC since 1985, the firm provides portfolio management across client types and vehicle structures, including separately managed accounts, pooled vehicles and investment companies. Fee arrangements include percentage-of-AUM billing, fixed fees and performance-linked fees. Brandes does not identify as an active ESG investor and is not classified as a multi-state adviser in the source data. The firm earned placement on CNBC’s Top 100 Financial Advisory Firms list in 2020.