Chartwell Investment Partners, LLC

Chartwell Investment Partners, LLC (CRD# 170335) is a financial advisory firm headquartered in Berwyn, PA. They manage $11,358,526,155 in 449 accounts and serve the financial needs of clients across 53 states (or territories).

Current Firm Details
1205 Westlakes Drive, Suite 100, Berwyn, PA 19312
https://www.linkedin.com/company/chartwell-investment-partners
By the Numbers
  • Total Assets Under Management
    11,359
    MILLION
  • Total Number of Accounts
    449
    ACCOUNTS
  • Average Account Value
    $25,297,386
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Chartwell Investment Partners, LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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