Brandes Investment Partners, LP
Registered investment adviser · La Jolla, CA · CRD #105404
Form ADV data as of 2026-09-01Regulatory assets
$40.65 billion
Total accounts
13,504
Employees
149
Disclosure events
0
Firm details
- Website: https://x.com/brandesglobal
- Telephone: 858-755-0239
- SEC file number: 801-24896
- Most recent Form ADV filing: 2026-04-10
- SEC record: View this firm on the SEC's IAPD site
Disciplinary disclosures
This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.
Assets and accounts
| Provides continuous and regular supervisory or management services | Yes |
| Discretionary regulatory assets under management | $39.73 billion |
| Non-discretionary regulatory assets under management | $913.2 million |
| Total regulatory assets under management | $40.65 billion |
| Discretionary accounts | 10,638 |
| Non-discretionary accounts | 2,866 |
| Total accounts | 13,504 |
| Regulatory assets under management attributable to non-U.S. persons | $10.36 billion |
People
| Total employees (excluding clerical) | 149 |
| Employees performing investment advisory functions (including research) | 35 |
| Employees who are registered representatives of a broker-dealer | 20 |
| Employees registered as investment adviser representatives with a state | 24 |
| Employees registered as IARs for another investment adviser | 0 |
| Employees who are licensed insurance agents | 0 |
| Firms or persons who solicit advisory clients on the firm's behalf | 0 |
Custody
| Has custody of client cash or bank accounts | Yes |
| Has custody of client securities | Yes |
| Client funds and securities held in the firm's custody | $2.40 billion |
| Clients for whom the firm has custody | 18 |
| A related person has custody of client cash or bank accounts | No |
| A related person has custody of client securities | No |
| The firm acts as a qualified custodian | No |
| A related person acts as a qualified custodian | No |
| Number of persons acting as qualified custodians for the firm's clients | 1 |
How the firm is compensated
Advisory services offered
Affiliated related persons
Reported conflicts of interest
Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:
- Buys or sells for itself securities it also recommends to clients
- Recommends securities in which it has another proprietary interest
- Recommends securities in which it has another sales interest
- Receives soft dollar benefits
- Provides employee compensation specifically for obtaining clients
Client types
| Type of client | Clients | Assets |
|---|---|---|
| Individuals (other than high net worth individuals) | 9,723 | $1.62 billion |
| High net worth individuals | 1,444 | $1.83 billion |
| Investment companies | 10 | $5.93 billion |
| Pooled investment vehicles (other than investment companies and BDCs) | 27 | $3.70 billion |
| Pension and profit sharing plans (not the participants or government plans) | 209 | $641.6 million |
| Charitable organizations | 112 | $164.6 million |
| State or municipal government entities (including government pension plans) | 24 | $14.99 billion |
| Other investment advisers | 3 | $9.68 billion |
| Corporations or other businesses not listed above | 1,951 | $2.07 billion |
| Other | 1 | $33.0 million |