Firm profile

Brandes Investment Partners, LP

LA JOLLA, CACRD 105404Registration Status: ApprovedEffective since August 8, 1985SEC # 801-24896Latest ADV April 10, 2026

Brandes Investment Partners, LP is an SEC registered investment adviser organized as a limited partnership with a primary office location in La Jolla, CA. Its latest Form ADV filing, dated April 10, 2026, reports $40.6B in regulatory assets under management, 149 employees, 2 offices, and 13,504 accounts.

Assets Under Management

$40.6B

Employees

149

Offices

2 offices

Total Clients

13,504

Associated firm names

2 names listed

BRANDES INVESTMENT PARTNERS LLC
BRANDES INVESTMENT PARTNERS, LP

Leadership

2 roles identified

CEOOliver M. Murray

CCORoberta L. Loubier

Advisory services offered

4 types reported

Portfolio management for businesses

Portfolio management for individuals and small businesses

Portfolio management for investment companies

Fee models offered

3 types reported

Asset based fees

Fixed fees

Performance-based fees

Offices & Contact

Primary office

LA JOLLA, California, United States

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Primary office regionOther reported regions

Shading shows states and countries with reported offices. Cities are listed below; shading does not indicate service coverage.

View locations

California

LA JOLLAPrimary office

Wisconsin

BROOKFIELD

2 office records listed · 2 total offices reported. Counts can use different reporting dates. SEC filers may list only their largest 25 additional offices.

Contact and digital presence

ADV profile links

Phone858-755-0239 WebsiteVisit website LinkedInView profile

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$40.6Bas of April 10, 2026

Discretionary97.8%

$39.7B

98% of total RAUM97.8%

Non-discretionary2.2%

$913M

2% of total RAUM2.2%

Regulatory assets under management are split between discretionary and non-discretionary assets.

Client Coverage Demographics

Top client segmentIndividuals represent 72.0% of total clients.

Top client categories% of clientsClients

Individuals

72.0%

9,723

Corporations

14.4%

1,951

HNWI

10.7%

1,444

Pension Plans

1.5%

209

Charitable

0.8%

112

Additional categories (<0.1%)

Other Advisers<5 clients

TRIBE<5 clients

Categories with <5 clients

Banking or thrift institutions<5 clients

Insurance companies<5 clients

Other categories<5 clients

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$40.6B

Total Accounts13,504

10Y AUM Change+$14.6B (+55.9%)

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Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees149

Clients per Employee91:1

10Y Employee Change-97 (-39.4%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

Reported ownership ranges

Highlighted bands show the percentage range reported in Form ADV.

0%25%50%75%100%

BRANDES WORLDWIDE HOLDINGS, L.P.Direct owner · Schedule AInterest in BRANDES INVESTMENT PARTNERS, LP

75%+

CO-GP, LLCDirect owner · Schedule AInterest in BRANDES INVESTMENT PARTNERS, LP

< 5%

GLENN RICHARD CARLSONIndirect owner · Schedule BInterest in CO-GP, LLC

75%+

Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Brandes Investment Partners, LP.

Reported ownership and control details

Form ADV · Filing date 2026-04-10 · Schedules A and B

14 entries

#	Owner / person & role	Interest in entity	Reported interest	Control person	Title / status acquired	Source
1	BRANDES WORLDWIDE HOLDINGS, L.P.LIMITED PARTNERDomestic entity	BRANDES INVESTMENT PARTNERS, LP	75% or moreCode E	Yes	LIMITED PARTNER10/2004	Schedule APDF page 106
2	GLENN RICHARD CARLSONEXECUTIVE DIRECTORIndividual	BRANDES INVESTMENT PARTNERS, LP	Less than 5%Code NA	Yes	EXECUTIVE DIRECTOR02/2013	Schedule APDF page 106
3	BRENT VARDEMAN WOODSEXECUTIVE DIRECTORIndividual	BRANDES INVESTMENT PARTNERS, LP	Less than 5%Code NA	Yes	EXECUTIVE DIRECTOR05/2024	Schedule APDF page 106
4	ROBERTA LYN LOUBIERGLOBAL HEAD OF COMPLIANCE (CHIEF COMPLIANCE OFFICER)Individual	BRANDES INVESTMENT PARTNERS, LP	Less than 5%Code NA	Yes	GLOBAL HEAD OF COMPLIANCE (CHIEF COMPLIANCE OFFICER)08/2010	Schedule APDF page 106
5	OLIVER MICHAEL MURRAYCHIEF EXECUTIVE OFFICERIndividual	BRANDES INVESTMENT PARTNERS, LP	Less than 5%Code NA	Yes	CHIEF EXECUTIVE OFFICER05/2024	Schedule APDF page 106
6	KENNETH DANIEL LITTLEMANAGING DIRECTOR OF INVESTMENTSIndividual	BRANDES INVESTMENT PARTNERS, LP	Less than 5%Code NA	Yes	MANAGING DIRECTOR OF INVESTMENTS02/2013	Schedule APDF page 106
7	CO-GP, LLCGENERAL PARTNERDomestic entity	BRANDES INVESTMENT PARTNERS, LP	Less than 5%Code NA	Yes	GENERAL PARTNER02/2018	Schedule APDF page 106
8	STEPHEN KENT FARNSWORTHOPERATIONS DIRECTORIndividual	BRANDES INVESTMENT PARTNERS, LP	Less than 5%Code NA	Yes	OPERATIONS DIRECTOR09/2011	Schedule APDF page 106
9	JOSEPH SCAFIDITRADING DIRECTORIndividual	BRANDES INVESTMENT PARTNERS, LP	Less than 5%Code NA	Yes	TRADING DIRECTOR04/2007	Schedule APDF page 106
10	JON KAZUMI NAKAGAWAFINANCE DIRECTORIndividual	BRANDES INVESTMENT PARTNERS, LP	Less than 5%Code NA	Yes	FINANCE DIRECTOR03/2022	Schedule APDF page 106
11	KAREN MICHELE KALIGIANDIRECTOR OF HUMAN RESOURCESIndividual	BRANDES INVESTMENT PARTNERS, LP	Less than 5%Code NA	Yes	DIRECTOR OF HUMAN RESOURCES01/2021	Schedule APDF page 106
12	DYLAN TURNERMANAGING DIRECTOR PORTFOLIO MANAGEMENT AND CLIENT SERVICEIndividual	BRANDES INVESTMENT PARTNERS, LP	Less than 5%Code NA	Yes	MANAGING DIRECTOR PORTFOLIO MANAGEMENT AND CLIENT SERVICE09/2024	Schedule APDF page 106
13	CO-GP, LLCGENERAL PARTNERDomestic entity	BRANDES WORLDWIDE HOLDINGS, L.P.	Percentage not specifiedCode F	Yes	GENERAL PARTNER02/2018	Schedule BPDF page 106
14	GLENN RICHARD CARLSONMEMBERIndividual	CO-GP, LLC	75% or moreCode E	Yes	MEMBER02/2018	Schedule BPDF page 106

Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.

Compliance & Disclosures

Filing dated 4/10/2026 2:53:45 PM

Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.

RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo

AFelonies2 No

In the past ten years, have you or any advisory affiliate:

A1Been convicted of or pleaded guilty or no contest to a felony?No
A2Been charged with a felony?No

BMisdemeanors2 No

In the past ten years, have you or any advisory affiliate:

B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
B2Been charged with a misdemeanor of the kind listed above?No

CSEC or CFTC actions5 No

Has the SEC or CFTC ever:

C1Found you or an advisory affiliate made a false statement or omission?No
C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No

DOther regulatory actions5 No

Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:

D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No

ESelf-regulatory organization actions4 No

Has a self-regulatory organization or commodities exchange ever:

E1Found you or an advisory affiliate made a false statement or omission?No
E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No

FProfessional authorizations1 No

FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No

GPending regulatory proceedings1 No

GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No

HCivil judicial actions and proceedings4 No

(1) Court actions

Has a domestic or foreign court:

H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No

(2) Pending civil proceedings

H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.