Brandes Investment Partners, LP is a large advisory firm based in San Diego. It manages $22.1 billion of regulatory assets for 9,806 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 49 other states.
Brandes Investment Partners provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Brandes Investment Partners, LP is $22.1 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -57% since the beginning of its operation, and $4.56 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Brandes Investment Partners, LP for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, investment companies, charitable organizations, high net worth individuals, pooled investment vehicles, corporations or other businesses, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Charles Howard Brandes is state or municipal government entities with 27 clients and $7.56 billion of assets under management. Among the 12 most similar advisory firms, Brandes Investment Partners has the highest percentage of state or municipal government entities out of all clients.
The amount of regulatory assets under management is $18.13 billion for 9,802 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 2% of the firm’s clients are foreign persons or businesses.
Brandes Investment Partners also advises several private funds. Namely, eighteen other private funds. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.
The company employs 217 people that are either part- or full-time employees. 17 percent of the employees work as investment advisers or researchers. 41 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Charles Howard Brandes has been acting as President since 1 Oct 2001. Llc Co Gp joined the executive team most recently as the General Partner.
The principal office where Brandes Investment Partners, LP performs its advisory services is located at 11988 El Camino Real, Suite 600, San Diego, CA 92130 3579, which is also the mailing address of the firm. An additional office of the firm is in Brookfield, WI. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 858-755-0239 or by fax 858-314-1023. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at brandes.com.