BRANDES INVESTMENT PARTNERS, LP

CRD

105404

SEC file #

801-24896

EIN

262409128

DBA names

—

Economics

AUM

$40.65B

AUM band

$1B+

AUM trajectory

'20 · $22.10B

'21 · $23.71B

'22 · $18.55B

'23 · $20.20B

'25 · $26.69B

'26 · $40.65B

'20'26

$22.10B → $40.65B▲ +84%

sec adv history

Client mix

Individuals Other	9,723
Corporations	1,951
Individuals High Net Worth	1,444
Pension Profit Sharing Plans	209
Charitable Organizations	112

Operations

Employees (total)

149

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 37 advisors

'21 · 34 advisors

'22 · 35 advisors

'23 · 34 advisors

'25 · 34 advisors

'26 · 35 advisors

'20'26

37 advisors → 35 advisors▼ -5%

sec adv history

Primary office

LA JOLLA CA

Branches

—

Custodian & Brokerage

Primary custodian

Northern Trustlow confidence

adv brochure

Services offered

Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses

Fee basis

% of AUMFixed feesPerformance-based fees

Filings

Latest ADV filing

04/10/2026

ADV-W filed at

—

Website

x.com/brandesglobal

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

BRANDES WORLDWIDE HOLDINGS,

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

BRANDES WORLDWIDE HOLDINGS,

CARLSON, GLENN, RICHARD

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

fallback_guess:brandes.com

rdap

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

Yes

Form 5500 Plan Count

Form 5500 Total Participants

426

Form 5500 Total Compensation

659,557

Form 5500 Compensation Trajectory 3y

2025	549,015
2026	110,542
2024	0

Form 5500 Plan Count Trajectory 3y

2025	24
2026	5
2024	3

Schedule C Total Compensation

659,557

Schedule C Service Provider Rows

SEC EDGAR

Edgar Cik

0001595509

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2014-01-08

Edgar Last Filing Date

2026-04-27

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-04-27

Accession0001595509-26-000003

Edgar Former Names

Iron Financial, LLC

IRON Financial, LLC

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Northern Trust	57
Lpl Financial	4
State Street	4
E*trade	4
Charles Schwab	2

adv brochure

Edgar Addresses

Mailing

630 DUNDEE ROADSUITE 300NORTHBROOK, IL 60062

Business

630 DUNDEE ROADSUITE 300NORTHBROOK, IL 60062

Edgar EIN

262409128

Edgar Recent Filings

13F-HR2026-04-27 · 0001595509-26-000003

13F-HR2026-01-22 · 0001595509-26-000001

Fee Schedule

Bracket I	91
Bracket Ii	4
Bracket Iii	2
Bracket Xi	2
Bracket Ix	1

Firm Has Custody

Yes

Mailing Office Differs

Trust Company Affiliate

IAR · Executive Officer · 2.5%

People (34)

CARLSON, GLENN, RICHARD

2170921

FARNSWORTH, STEPHEN, KENT

2709266

KALIGIAN, KAREN, MICHELE

7887777

LITTLE, KENNETH, DANIEL

2779102

LOUBIER, ROBERTA, LYN

5861363

MURRAY, OLIVER, MICHAEL

6039222

NAKAGAWA, JON, KAZUMI

7518051

SCAFIDI, JOSEPH

1527469

TURNER, DYLAN

8008215

WOODS, BRENT, VARDEMAN