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 long-established limited partnership that acts as a capital allocator for both individual/family and institutional clients. Founded before its 1985 SEC registration year, the firm provides portfolio management across a range of account types, including separate accounts for individuals and small businesses, investment companies, pooled vehicles, and institutional or business clients. Its fee arrangements include percentage-of-AUM charges, fixed fees, and performance-based fees. Brandes does not position itself as an active ESG investor. The firm has been recognized in industry coverage — it appeared on CNBC’s Top 100 Financial Advisory Firms list in 2020. Organizationally it operates as a domestic entity with individual ownership components and is classified in available data as an investment adviser rather than a pension consultant or related adviser.