Form D · Other Investment Fund

BRANDES INSTITUTIONAL EQUITY TRUST

La Jolla, CA · CIK 0001003256

Offering snapshot reported Mar 6, 2026 · SEC filing

Reported sold
$3.78B
Indefinite offering
Investors reported
642
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Dec 5, 1995
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$1.89B$3.78BMar 23, 2010: $2,009,145,825.00Mar 23, 2010Mar 24, 2011: $2,040,105,664.00Mar 23, 2012: $2,389,577,386.00Mar 15, 2013: $2,445,695,622.00Mar 12, 2014: $2,573,098,100.00Mar 13, 2014: $2,573,098,100.00Mar 11, 2015: $2,842,086,003.00Mar 17, 2016: $3,092,228,515.00Mar 16, 2017: $3,157,358,220.00Mar 8, 2018: $3,321,476,382.00Mar 6, 2019: $3,353,672,182.00Feb 28, 2020: $3,408,462,182.00Feb 26, 2021: $3,512,938,749.00Feb 25, 2022: $3,532,583,041.00Feb 23, 2023: $3,538,308,041.00Feb 23, 2024: $3,555,354,361.00Feb 21, 2025: $3,703,543,041.00Mar 6, 2026: $3,776,123,041.00Mar 6, 2026

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported sold$3,703,543,041 → $3,776,123,041
  • Reported investors637 → 642

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 6, 2026Amendment$3,776,123,041$72,580,000vs Feb 21, 2025642SEC filing
Feb 21, 2025Amendment$3,703,543,041$148,188,680vs Feb 23, 2024637SEC filing
Feb 23, 2024Amendment$3,555,354,361$17,046,320vs Feb 23, 2023635SEC filing
Feb 23, 2023Amendment$3,538,308,041$5,725,000vs Feb 25, 2022634SEC filing
Feb 25, 2022Amendment$3,532,583,041$19,644,292vs Feb 26, 2021634SEC filing
Feb 26, 2021Amendment$3,512,938,749$104,476,567vs Feb 28, 2020605SEC filing
Feb 28, 2020Amendment$3,408,462,182$54,790,000vs Mar 6, 2019603SEC filing
Mar 6, 2019Amendment$3,353,672,182$32,195,800vs Mar 8, 2018598SEC filing
Mar 8, 2018Amendment$3,321,476,382$164,118,162vs Mar 16, 2017598SEC filing
Mar 16, 2017Amendment$3,157,358,220$65,129,705vs Mar 17, 2016591SEC filing
Mar 17, 2016Amendment$3,092,228,515$250,142,512vs Mar 11, 2015582SEC filing
Mar 11, 2015Amendment$2,842,086,003$268,987,903vs Mar 13, 2014567SEC filing
Mar 13, 2014Amendment$2,573,098,100$0vs Mar 12, 2014539SEC filing
Mar 12, 2014Amendment$2,573,098,100$127,402,478vs Mar 15, 2013539SEC filing
Mar 15, 2013Amendment$2,445,695,622$56,118,236vs Mar 23, 2012525SEC filing
Mar 23, 2012Amendment$2,389,577,386$349,471,722vs Mar 24, 2011493SEC filing
Mar 24, 2011Amendment$2,040,105,664$30,959,839vs Mar 23, 2010453SEC filing
Mar 23, 2010Amendment$2,009,145,825No comparison443SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-128766

Source: Form D, filed Mar 6, 2026. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

BRANDES ASIA (EX-JAPAN) EQUITY PORTFOLIO

Investment adviser: BRANDES INVESTMENT PARTNERS, LP

Gross asset value
$29.3M
Beneficial owners
13
ADV minimum commitment
$1M

Reported in Form ADV on Apr 10, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator THE NORTHERN TRUST COMPANY CHICAGO, Illinois, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor ERNST & YOUNG, LLP LOS ANGELES, California, United States
Custodian THE NORTHERN TRUST COMPANY CHICAGO, Illinois, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

ERNST & YOUNG, LLP
PCAOB 42

THE NORTHERN TRUST COMPANY
LEI 6PTKHDJ8HDUF78PFWH30

Filing source

Form ADV 2093729 · Apr 10, 2026 · Schedule D 7.B.(1), fund 805-3135464723

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Charles H Brandes Executive
Glenn R. Carlson Executive
Oliver Michael Murray Executive
Brent V Woods Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
4275 Executive Square, 5 Th Floor
La Jolla, CA, 92037