Brandes Fixed Income Partners Inc (Brookfield)

Brandes Fixed Income Partners Inc is a large advisory firm based in Brookfield. It manages $93.37 million of regulatory assets for 6 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 48 other states.

Brandes Fixed Income Partners provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. 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 Fixed Income Partners: assets under management

The assets under management (AUM) of Brandes Fixed Income Partners Inc is $93.37 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 83% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $93.37 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $15.56 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Brandes Fixed Income Partners Inc for their services and products based on a percentage of assets under management and fixed 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.

Careers at Brandes Fixed Income Partners Inc

Charles Howard Brandes has been acting as President since 1 Jul 1999. Brandes Holdings L.P. joined the executive team most recently as the Sole Shareholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Brandes Holdings L.P.	Sole shareholder	1 Jul 1999	75% - 100%	33-0836630
Charles Howard Brandes	Chairman/chief executive officer/director	1 Jul 1999	50% - 75%	2170920
Glenn Richard Carlson	Director/chief compliance officer	1 Jul 1999	Other	2170921
Jeffrey Atwood Busby	Director	1 Jul 1999	Other	1542595
Michael John Bills	Vice president, director and director of marketing	1 Jul 1999	Other	2596235
Brent Vardeman Woods	Director	1 Jul 1999	Other	2703107
Gerald Willis Wheeler	General counsel and secretary	1 Jul 1999	Other	2510139
Gary Kenji Iwamura	Vice president of finance and treasurer	1 Jul 1999	Other	4341849

Indirect Owners

The SEC currently registers 4 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 Jul 1999	50% - 75%	33-0090873

Based in Brookfield

The principal office where Brandes Fixed Income Partners Inc performs its advisory services is located at 15400 W Capitol Dr Ste 102, Brookfield, WI 53005, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 262-783-1515 or by fax 262-783-1717. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday.