Asset manager · La Jolla, CA
Brandes Investment Partners, LP
SEC-registered investment adviser · CRD 105404 · SEC 801-24896
At a glance
Brandes Investment Partners, LP is an SEC-registered investment adviser based in La Jolla, California, with $40.6 billion in regulatory assets under management as of its Form ADV filed April 10, 2026. Its largest client group by assets is state or municipal government entities, and it reports 11,167 individual clients. By Form ADV it is a asset manager, ranked 238th of 3,218 asset managers and 512th of 17,210 SEC-registered advisers by assets.
Main office 858-755-0239brandes.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $41B
- Rank among asset managers
- #238 of 3,218
- Rank among all SEC RIAs
- #512 of 17,210
- Rank in California
- #58 of 1,873
- Individual clients
- 11,167
- High-net-worth clients
- 1,444
- Accounts
- 13,504
- Discretionary
- 98% of AUM
- Employees
- 149
- Advisory staff
- 35
- Offices
- 2
Owners and executives on its Form ADV
- Glenn R. CarlsonExecutive Director
- Brent V. WoodsExecutive Director
- Roberta L. LoubierGlobal Head of Compliance (chief Compliance Officer)
- Oliver M. MurrayChief Executive Officer
- Kenneth D. LittleManaging Director of Investments
- Stephen K. FarnsworthOperations Director
- Joseph ScafidiTrading Director
- Jon K. NakagawaFinance Director
- Karen M. KaligianDirector of Human Resources
- Dylan TurnerManaging Director Portfolio Management and Client Service
Custody and brokerage
Broker-dealer
Hybrid RIA
Brandes Investment Partners, LP is a hybrid RIA: 20 of its employees are also registered representatives of a broker-dealer.
Form ADV Part 1 doesn’t name an unaffiliated broker-dealer. The firm’s Part 2A brochure (Item 10) and each adviser’s record on the SEC’s adviser search do.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| State or municipal government entities | 24 | $15B | 37% |
| Other investment advisers | 3 | $9.7B | 24% |
| Investment companies | 10 | $5.9B | 15% |
| Pooled investment vehicles | 27 | $3.7B | 9% |
| Corporations or other businesses | 1,951 | $2.1B | 5% |
| High-net-worth individuals | 1,444 | $1.8B | 4% |
| Individuals | 9,723 | $1.6B | 4% |
| Pension and profit sharing plans | 209 | $642M | 2% |
| Charitable organizations | 112 | $165M | <1% |
| Other | 1 | $33M | <1% |
Private funds
Brandes Investment Partners, LP reports 18 private funds with $2.4B in gross assets: other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Brandes Investment Partners, LP reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Fixed fees
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗brandes.com ↗
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The full record on Brandes Investment Partners, LP
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Rank against 325 peers of its type and size
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- Owners and executives, with titles and stakes
- 10 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Brandes Investment Partners, LP manage?
Brandes Investment Partners, LP reports $40.6 billion in regulatory assets under management across 13,504 accounts, 98% of it on a discretionary basis, on its Form ADV filed April 10, 2026.
What kind of firm is Brandes Investment Partners, LP?
Brandes Investment Partners, LP is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Brandes Investment Partners, LP’s clients?
By assets, its largest client types are state or municipal government entities ($15.0 billion, 24 clients); other investment advisers ($9.7 billion, 3 clients); investment companies ($5.9 billion, 10 clients).
Does Brandes Investment Partners, LP manage private funds?
Yes. It reports 18 private funds with $2.4 billion in gross assets, including other private funds.
Does Brandes Investment Partners, LP have any disciplinary history?
Brandes Investment Partners, LP reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Brandes Investment Partners, LP’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-04-10), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →