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Sarah Catherine Prentice

Brandes Investment Partners, LP

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About Sarah Catherine Prentice

Sarah Prentice is an investment advisor representative at Brandes Investment Partners, LP. Sarah has been in the industry since 2008, having worked at several firms before joining Brandes. Sarah specializes in working with individuals, families, businesses, investment companies, and pooled investment vehicles. Sarah's firm provides financial planning and portfolio management services to a diverse clientele. They also provide advisory services to high-net-worth individuals, investment companies, and pooled investment vehicles.

Firm Information

Sarah Prentice is currently registered with Brandes Investment Partners, LP. Brandes Investment Partners, LP is an investment advisory firm based in La Jolla, California, with over $22 billion in regulatory assets under management. The firm provides portfolio management services to a variety of clients, including individuals, high-net-worth individuals, corporations, investment companies, pooled investment vehicles, state or municipal government entities, and charitable organizations. Brandes also participates in wrap fee programs.
Brandes Investment Partners, LP

4275 EXECUTIVE SQUARE, 5TH FLOOR

LA JOLLA, CA 92037

$22.21B

Assets Under Management

14

Total Clients

32

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Sarah Prentice’s Registration & Firm History

CA

10/15/2014 - Present

Brandes Investment Partners, LP (SAN DIEGO CA)

CA

09/01/2015 - 07/12/2024

ALPS DISTRIBUTORS, INC. (LA JOLLA CA)

ME

05/28/2013 - 08/31/2015

QUASAR DISTRIBUTORS, LLC (PORTLAND ME)

CA

12/04/2007 - 04/25/2013

CORONADO INVESTMENTS, LLC (RANCHO SANTA FE CA)

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Licenses & Designations

IA

Issued 10/15/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/23/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/03/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sarah Catherine Prentice.
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