Brandes Investment Partners, LP (San Diego)

Name: Brandes Investment Partners, LP
Address: 11988 El Camino Real, Suite 600, San Diego, CA, 92130 3579
Telephone: 858-755-0239

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.

Brandes Investment Partners: assets under management

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 firm manages $22.1 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.25 million each.

Brandes Investment Partners has custody of $2.01 billion in cash and securities for 18 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in exchange traded securities the most. They account for 83% of the total AUM. The second-largest asset type is non-exchange traded securities, which make up 7% of the firm’s portfolio. Investments in cash and cash equivalents form 5% of the total invested assets.

Fees & Commissions

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.

What kind of clients Charles Howard Brandes serves?

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.

Careers at Brandes Investment Partners, LP

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Brandes Investment Partners	General partner	1 May 1996	Other	33-0090873
Charles Howard Brandes	Managing partner/chief executive officer	1 May 1996	Other	2170920
Glenn Richard Carlson	Managing partner/chief compliance officer	1 May 1996	Other	2170921
Jeffrey Atwood Busby	Managing partner/chief operations officer	1 May 1996	Other	1542595
Gerald Willis Wheeler	General counsel	1 Jun 1996	Other	2510139
Gary Kenji Iwamura	Finance director	1 Feb 1997	Other	4341849
Michael John Bills	Managing partner	1 Apr 1997	Other	2596235
Brent Vardeman Woods	Managing partner	1 Jul 1998	Other	2703107
L.P. Brandes Holdings	Limited partner	1 Dec 1998	75% - 100%	33-0836630
Charles Howard Brandes	Chairman	1 Oct 2001	Other	2170920
Glenn Richard Carlson	Co-chief executive officer	1 Oct 2001	Other	2170921
Jeffrey Atwood Busby	Co-chief executive officer	1 Oct 2001	Other	1542595
Michael John Bills	Managing director	1 Oct 2001	Other	2596235
Brent Vardeman Woods	Managing director	1 Oct 2001	Other	2703107
L.P. Brandes Worldwide Holdings	Member	1 Jun 2002	75% - 100%	33-0836630
Ian Nigel Rose	General counsel	1 Jun 2003	Other	4681573
Jeffrey Atwood Busby	Executive director	1 Jan 2004	Other	1542595
Glenn Richard Carlson	Chief executive officer	1 Jan 2004	Other	2170921
L.P. Brandes Worldwide Holdings	Limited partner	1 Oct 2004	75% - 100%	33-0836630
Inc. Brandes Investment Partners	General partner	1 Oct 2004	Other	33-0090873
Gregory Scott Houck	Managing director of operations	1 Oct 2004	Other	5124759
Adelaide Pund	Head of compliance (chief compliance officer)	1 Oct 2004	Other	2063423
Joseph Scafidi	Trading director	1 Apr 2007	Other	1527469
Michelle Rene Brough	Acting head of compliance (chief compliance officer)	1 Jan 2010	Other	5808903
Roberta Lyn Loubier	Global head of compliance (chief compliance officer)	1 Aug 2010	Other	5861363
Oliver Michael Murray	Managing director	1 Jan 2011	Other	6039222
Stephen Kent Farnsworth	Operations director	1 Sep 2011	Other	2709266
Glenn Richard Carlson	Executive director	1 Feb 2013	Other	2170921
Brent Vardeman Woods	Chief executive officer	1 Feb 2013	Other	2703107
Kenneth Daniel Little	Managing director of investments	1 Feb 2013	Other	2779102
Llc Co Gp	General partner	1 Feb 2018	Other	73-1677697

Indirect Owners

The SEC currently registers 7 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
The Brandes Family Trust	Trust	1 Jan 1999	50% - 75%	xxx-xx-xxxx
Charles Howard Brandes	Trustee	1 Jan 1999	50% - 75%	2170920
Linda Formo Brandes	Trustee	1 Jan 1999	50% - 75%	4331540
Inc. Brandes Investment Partners	General partner	1 Jun 2002	50% - 75%	33-0090873
Charles Howard Brandes	President	1 Dec 2005	75% - 100%	2170920
Glenn Richard Carlson	Member	1 Feb 2018	50% - 75%	2170921
Jeffrey Atwood Busby	Member	1 Feb 2018	50% - 75%	1542595

Based in San Diego

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.