Chartwell Investment Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Berwyn, PA. Its latest Form ADV filing, dated April 14, 2026, reports $13.0B in regulatory assets under management, 31 employees, and 340 accounts.
Assets Under Management
$13.0B
Employees
31
Offices
--
Total Clients
340
Primary office
BERWYN, PA
1205 WESTLAKES DRIVE, SUITE 100, BERWYN, PA, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentPension Plans represent 58.8% of total clients.
Top client categories% of clientsClients
1
Pension Plans
58.8%
200
2
Individuals
14.4%
49
3
WRAP PROGRAMS
10.6%
36
4
Corporations
6.8%
23
5
Charitable
4.4%
15
Categories with <5 clients
Banking or thrift institutions<5 clients
High net worth individuals (HNWI)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$13.0Bas of April 14, 2026
Discretionary75.2%
$9.7B
75% of total RAUM75.2%
Non-discretionary24.8%
$3.2B
25% of total RAUM24.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$13.0B
Total Accounts340
10Y AUM Change+$4.9B (+61.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees31
Clients per Employee11:1
10Y Employee Change-32 (-50.8%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.