Data / Investment advisers / Pennsylvania / Chartwell Investment Partners, LLC
Chartwell Investment Partners, LLC, Berwyn, PA: $13 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Chartwell Investment Partners, LLC is an SEC registered investment adviser with its main office in Berwyn, Pennsylvania and reports $13 billion in regulatory assets under management in its Form ADV filed May 13, 2026. Its clients include pension and profit sharing plans, banks and thrifts and investment companies. It is paid through a percentage of assets under management and fixed fees. It advises 1 private fund.
The request: Watch Chartwell Investment Partners, LLC (CRD number 170335): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 170335
- SEC file number
- 801-79127
- SEC status
- Approved, effective February 11, 2014
- Main office
- 1205 Westlakes Drive Suite 100, Berwyn, PA 19312
- Phone
- (610) 296-1400
- Regulatory AUM
- $12,971,188,682 in the Form ADV filed May 13, 2026
- Discretionary AUM
- $9,749,773,542
- Non discretionary AUM
- $3,221,415,140
- Accounts
- 340
- Employees
- 31, of which 19 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Private funds
- 1: 1 hedge fund
- Gross assets of private funds
- $525,786
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- May 13, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 200 | $5.53 billion |
| Banking or thrift institutions | Fewer than 5 | $2.17 billion |
| Investment companies | 10 | $2.09 billion |
| Corporations or other businesses | 23 | $1.76 billion |
| State or municipal government entities | 5 | $418.8 million |
| Charitable organizations | 15 | $181.4 million |
| Individuals (other than high net worth individuals) | 49 | $39.2 million |
| High net worth individuals | Fewer than 5 | $4.4 million |
| Pooled investment vehicles | 2 | $1.8 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| January 2, 2026 | $12.97 billion | December 17, 2025 |
| December 1, 2025 | $12.31 billion | July 22, 2025 |
Other advisers in Berwyn
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Envestnet PMC | Berwyn | $614.93 billion | Not listed | adviserinfo.sec.gov |
| Envestnet Portfolio Solutions, Inc. | Berwyn | $17.35 billion | Not listed | adviserinfo.sec.gov |
| Envestnet Retirement Solutions, LLC | Berwyn | $16.30 billion | Not listed | adviserinfo.sec.gov |
| QRG Capital Management, Inc. | Berwyn | $11.41 billion | Not listed | adviserinfo.sec.gov |
| Great Valley Advisor Group, LLC | Berwyn | $10.60 billion | Not listed | adviserinfo.sec.gov |
| Sterling Investment Advisors LTD. | Berwyn | $1.08 billion | Not listed | adviserinfo.sec.gov |
| Ac Wealth Partners | Berwyn | $1.07 billion | Not listed | adviserinfo.sec.gov |
| Stanley-Laman Group LTD. | Berwyn | $1.02 billion | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Berwyn, PA
- Investment advisers in Pennsylvania
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving pension and profit sharing plans
- Advisers serving banks and thrifts
- Advisers that manage private funds
- Chartwell Investment Partners, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.