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Building 2CHARTWELL INVESTMENT PARTNERS, LLC

Map pinBERWYN, PA
Phone610-296-1400
NotebookSEC #801-79127
Total AUM
$13B
Employees
31
Clients
342

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1205 WESTLAKES DRIVE
SUITE 100
BERWYN
PA 19312
United States
Operating Hours
9:00 TO 5:00
Monday - Friday
Phone
610-296-1400

ReceiptFinancials

Total AUM
$13B
Accounts
340
Discretionary
$9.7B
Accounts
312
Non-Discretionary
$3.2B
Accounts
28

ContactClients

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Individual Clients
49
AUM
$39.2M
HNW Individual Clients
1
AUM
$4.4M
Banking Clients
1
AUM
$2.2B
Investment Company Clients
10
AUM
$2.1B
Pooled Vehicle Clients
2
AUM
$1.8M
Pension/Profit Sharing Plan Clients
200
AUM
$5.5B
Charitable Organization Clients
15
AUM
$181.4M
Government Entity Clients
5
AUM
$418.8M
Corporation or Business Clients
23
AUM
$1.8B
Other Clients
36
AUM
$771.3M
Description of Other Clients
WRAP PROGRAMS

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 27 business affiliates.
Claimed Affiliates
Reported as an affiliate by 8 other businesses.

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