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Asset manager · Berwyn, PA

Chartwell Investment Partners, LLC

SEC-registered investment adviser · CRD 170335 · SEC 801-79127

At a glance

Chartwell Investment Partners, LLC is an SEC-registered investment adviser based in Berwyn, Pennsylvania, with $13.0 billion in regulatory assets under management as of its Form ADV filed May 13, 2026. Its largest client group by assets is pension and profit sharing plans, and it reports 49 individual clients. By Form ADV it is a asset manager, ranked 452nd of 3,218 asset managers and 1,151st of 17,210 SEC-registered advisers by assets.

Main office 610-296-1400chartwellip.comLinkedInAs filed on Form ADV

Regulatory AUM
$13B
Rank among asset managers
#452 of 3,218
Rank among all SEC RIAs
#1,151 of 17,210
Rank in Pennsylvania
#36 of 564
Individual clients
49
High-net-worth clients
0
Accounts
340
Discretionary
75% of AUM
Employees
31
Advisory staff
19
Offices
1

Owners and executives on its Form ADV

Custody and brokerage

Custodian

Chartwell Investment Partners, LLC’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.

Broker-dealer

Hybrid RIA

Chartwell Investment Partners, LLC is a hybrid RIA: 1 of its employees are also registered representatives of a broker-dealer. It names affiliated broker-dealers: Carillon Fund Distributors, Inc., Cebile Capital LLP, Raymond James & Associates, Inc., Raymond James (USA) LTD, Raymond James Financial Services, Inc., Raymond James Insurance Group, Inc., Raymond James Investment Services Limited, Raymond James Limited and Sumridge Partners, LLC.

Its Form ADV brochure (filed December 2025) names Carillon Fund Distributors as the broker-dealer its advisers are registered with.

Certain Chartwell supervised persons are registered, or have an application pending to register, as a registered representative of CFD.

Other hybrid RIAs

Who it serves

Client typeClientsRegulatory AUMShare
Pension and profit sharing plans200$5.5B43%
Banking or thrift institutions–$2.2B17%
Investment companies10$2.1B16%
Corporations or other businesses23$1.8B14%
Other36$771M6%
State or municipal government entities5$419M3%
Charitable organizations15$181M1%
Individuals49$39M<1%
High-net-worth individuals–$4M<1%
Pooled investment vehicles2$2M<1%

Private funds

Chartwell Investment Partners, LLC reports 1 private funds with $1M in gross assets: hedge funds (Form ADV Item 7.B).

Disciplinary disclosures

Chartwell Investment Partners, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗

Services

  • Portfolio management for individuals and small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses and institutions

How it’s paid

  • A percentage of assets under management
  • Fixed fees

Form ADV and brochures on the SEC’s adviser search ↗chartwellip.com ↗

AtlasMembers

The full record on Chartwell Investment Partners, LLC

Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.

Assets, accounts, clients and staff, ten years of filings
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Growth over one, three and five years
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Rank against 492 peers of its type and size
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Owners and executives, with titles and stakes
9 namedLocked
Main office, fax and compliance officer
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Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Background

Questions

How much does Chartwell Investment Partners, LLC manage?

Chartwell Investment Partners, LLC reports $13.0 billion in regulatory assets under management across 340 accounts, 75% of it on a discretionary basis, on its Form ADV filed May 13, 2026.

What kind of firm is Chartwell Investment Partners, LLC?

Chartwell Investment Partners, LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals. It reports a bank or thrift among its related persons. A public reporting company controls it.

Who are Chartwell Investment Partners, LLC’s clients?

By assets, its largest client types are pension and profit sharing plans ($5.5 billion, 200 clients); banking or thrift institutions ($2.2 billion); investment companies ($2.1 billion, 10 clients).

Does Chartwell Investment Partners, LLC manage private funds?

Yes. It reports 1 private funds with $525,786 in gross assets, including hedge funds.

Does Chartwell Investment Partners, LLC have any disciplinary history?

Chartwell Investment Partners, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.

Where these numbers come from

Every figure is Chartwell Investment Partners, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-05-13), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.

Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →