Glenmede Investment Management, Lp

CRD#108165
Investment Advisor Firm

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Learn more about Glenmede Investment Management, Lp

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Glenmede Investment Management, Lp is located at 1650 Market Street, One Liberty Place, Philadelphia, PA. The firm employs 30 financial advisors to manage client portfolios and provide financial guidance. Glenmede Investment Management, Lp is not a registered broker-dealer.

    Glenmede Investment Management, Lp oversees $12.0 billion in assets under management across 3,027 accounts, of which 3,021 are discretionary and 6 are non-discretionary. The services offered include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and other services. The firm caters to high net worth investors, investment companies, pooled investment vehicles, pension plans, charitable organizations, other investment advisers, insurance companies, corporations, and other types of investors, with high net worth investors being the largest client type by accounts. The fee structure at Glenmede Investment Management, Lp includes asset-based and other fees. The firm has 2,869 high net worth clients and maintains affiliations with a trust company and a commodity pool advisor.

    Glenmede Investment Management, Lp is registered in the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

    Assets Under Management

    $12.0 billion

    Number of Advisors

    30

    Disclosures

    No

    Office Location

    1650 Market Street, One Liberty Place
    Philadelphia, PA 19103

    Glenmede Investment Management, Lp by the Numbers

    Total Assets Under Management

    $12.0 billion

    National Average: $8.6 billion
    Total Number of Employees

    41

    National Average: 64
    Total Number of Accounts

    3,027

    National Average: 375,227
    Average Account Size

    $4.0 million

    National Average: $23.0 thousand
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    Fee Structure

    Fees for financial advisory services usually are based on which services are offered. Fees charged by Glenmede Investment Management, Lp may include some blend of the following fee structures: asset-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are offered by Glenmede Investment Management, Lp.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 10% of firms

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 32% of firms that offer this fee type

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

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    Types of Clients

    The company does business with a broad range of customers. It caters 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 9 clients, Glenmede Investment Management, Lp's largest client type by number of accounts is investment companies, though it also manages money for 2869 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an investor 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).

    • High-Net-Worth Individuals* - 98.62%
    • Other Individuals - 0%
    • Corporations - 1.31%
    • 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

    Jason Pride
    Philadelphia, PA
    Michael Crow
    Philadelphia, PA
    Vladimir De Vassal
    Philadelphia, PA
    Paul Sullivan
    Philadelphia, PA
    Christopher Colarik
    Philadelphia, PA
    Adam Conish
    Philadelphia, PA
    Sean Heron
    Philadelphia, PA
    Peter Zuleba
    Philadelphia, PA
    Gordon Fowler
    Philadelphia, PA

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