Glenmede Investment Management, Lp
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Learn more about Glenmede Investment Management, Lp
Overview
Glenmede Investment Management, Lp is a financial advisor firm headquartered in Philadelphia, Pennsylvania. The firm controls $11.3 billion in total assets across 3,016 accounts, making it one of the largest financial advisory firms in the country by assets under management (AUM). It has an average-sized team, including 30 financial advisors. Glenmede Investment Management, Lp is not a registered broker-dealer, meaning it is not able to buy and sell securities for its accounts and those of its clients and instead must go through a broker-dealer firm to do so. Securities are exchangable financial investments such as options, bonds and stocks.
Glenmede Investment Management, Lp manages 3,012 of the company's accounts on a discretionary basis. Discretionary management signifies that an investment advisor makes transaction decisions without requiring the customer's consent. Glenmede Investment Management, Lp also has four non-discretionary accounts with a total of $275.4 million in AUM. The firm's average account size is $3.7 million. The typical financial advisor at Glenmede Investment Management, Lp oversees around 101 client accounts.
The firm's headquarters is at 1650 Market Street, One Liberty Place, Philadelphia, Pennsylvania 19103. Glenmede Investment Management, Lp is legally registered to serve customers throughout 51 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Glenmede Investment Management, Lp by the Numbers
$11.3 billion
42
3,016
$3.7 million
Fee Structure
Fees for financial advisory services largely depend on which services are offered. However, fee types charged by the company most likely include the following fee structures: asset-based or other. The company participates in a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 10% of firms
Other
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
Types of Clients
The firm works with a broad range of customers. The company provides services to high net worth investors, investment companies, pooled investment vehicles, pension plans, charitable organizations, other investment advisers, insurance companies, corporations and other. Out of its 3,016 accounts, Glenmede Investment Management, Lp's biggest client group is high net worth investors, though it also manages money for 2,847 high-net-worth individuals. The SEC defines a high-net-worth individual as a person who has at least $750,000 in AUM or a net worth of more than $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its customers reside abroad.
- High-Net-Worth Individuals* - 98.68%
- Other Individuals - 0%
- Corporations - 1.25%
- Charitable Organizations - 0.07%
* 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
Glenmede Investment Management, Lp does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Glenmede Investment Management, Lp
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
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