Chartwell Investment Partners, LLC
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Learn more about Chartwell Investment Partners, LLC
Overview
Chartwell Investment Partners, LLC operates as an advisory company that has its headquarters in Berwyn, Pennsylvania. Chartwell Investment Partners, LLC oversees $10.5 billion in assets under management throughout 435 client accounts, making it one of the largest firms in the country by assets under management (AUM). It has an average-sized group, including 24 financial advisors. Chartwell Investment Partners, LLC is not a registered broker-dealer, signifying that the company is not able to buy and sell securities for its accounts and those of its clients and instead must go through a broker-dealer company to do so. Securities are exchangable fiscal investments like bonds, options and equities.
Chartwell Investment Partners, LLC administers most of the company's client assets in a discretionary manner. Discretionary management signifies that buy and sell judgments for the client's account are made by an investment advisor without needing the customer's consent. It also administers 20 non-discretionary accounts with a total of $1.0 billion in AUM. The company's typical account size is $24.1 million. The average financial advisor at Chartwell Investment Partners, LLC manages about 18 client accounts, placing it among the more personalized advisor firms in the country.
Chartwell Investment Partners, LLC's central office is located at 1205 Westlakes Drive, Berwyn, Pennsylvania 19312. The firm is legally allowed to serve clients throughout 51 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Chartwell Investment Partners, LLC by the Numbers
$10.5 billion
43
435
$24.1 million
Fee Structure
Fees for financial management largely vary depending on which service is provided. Fee types billed by the company likely are comprised of the following fee structures: asset-based, fixed or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are provided by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The company manages money for a number of different investors. It works with retail investors, high net worth investors, investment companies, pooled investment vehicles, pension plans, charitable organizations, state or municipal government entities, insurance companies, corporations and other. Out of its 435 clients, Chartwell Investment Partners, LLC's biggest client type by number of accounts is pension plans, though it also serves five high-net-worth individuals. A high-net-worth individual is defined by the SEC as a person who has at least $750,000 in AUM or a net worth of at least $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its clients are non-U.S. persons.
- High-Net-Worth Individuals* - 1.15%
- Other Individuals - 17.51%
- Corporations - 76.96%
- Charitable Organizations - 4.38%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Chartwell Investment Partners, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Chartwell Investment Partners, LLC
Berwyn, PA
Long Valley, NJ
Berwyn, PA
Berwyn, PA
Berwyn, PA
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