Institutional
    SEC Registered

    Chartwell Investment Partners, LLC

    Registered investment advisor · Berwyn, Pennsylvania · CRD #170335

    Assets Under Management
    $13B
    Client Accounts
    340
    Employees
    31
    CRD Number
    170335
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Chartwell Investment Partners, LLC

    Chartwell Investment Partners is a boutique investment management firm based in Berwyn, Pennsylvania, founded in 1997. The firm manages approximately $12.8 billion in assets and operates with a team of over 30 professionals. As a wholly-owned subsidiary of TriState Capital Holdings, Inc., Chartwell became an SEC-registered investment adviser in 2014. The firm focuses on active equity and fixed income investment strategies, utilizing intensive bottom-up research and fundamental analysis. Chartwe

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Chartwell Investment Partners, LLC

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    Frequently Asked Questions

    What is Chartwell Investment Partners, LLC's AUM?

    Chartwell Investment Partners, LLC reports approximately $13B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Chartwell Investment Partners, LLC headquartered?

    Chartwell Investment Partners, LLC is headquartered in Berwyn, Pennsylvania.

    What is Chartwell Investment Partners, LLC's CRD number?

    Chartwell Investment Partners, LLC's CRD number is 170335. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Chartwell Investment Partners, LLC manage?

    Chartwell Investment Partners, LLC manages approximately 340 client accounts according to its latest SEC filing.

    Is Chartwell Investment Partners, LLC SEC registered?

    Yes, Chartwell Investment Partners, LLC is registered with the SEC as an investment adviser with an approved registration status.

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