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CHARTWELL INVESTMENT PARTNERS, LLC
CRD 170335 · SEC 801-79127
1205 WESTLAKES DRIVE, SUITE 100, BERWYN, PA, 19312, United States
Phone
610-296-1400
Fax
610-296-1430
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$12.97B
Discretionary AUM
$9.75B
Team
31 total employees; 19 advisory reps; 340 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-13
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 49 | $39.2M |
| Investment companies | 10 | $2.09B |
| Pooled investment vehicles | 2 | $1.8M |
| Pension/profit sharing plans | 200 | $5.53B |
| Charitable organizations | 15 | $181.4M |
| State/municipal entities | 5 | $418.8M |
| Corporations/business entities | 23 | $1.76B |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD