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CHARTWELL INVESTMENT PARTNERS, LLC
CRD 170335File 801-79127
APPROVED
Retail clients
Filing as of May 13, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$12.97B
Top 10% of cohort (national)
Discretionary AUM
$9.75B
Non-discretionary $3.22B
Clients
304
340 accounts
Employees
31
Top 10% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Feb 11, 2014
- Principal office
- 1205 WESTLAKES DRIVE, SUITE 100, BERWYN, PA, 19312
- Phone
- 610-296-1400
- Website
- HTTP://WWW.CHARTWELLIP.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $12.97B
- Discretionary AUM
- $9.75B
- Non-discretionary AUM
- $3.22B
- Discretionary accounts
- 312
- Non-discretionary accounts
- 28
- Total accounts
- 340
- AUM per client
- $42.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 23 | $1.76B |
| Investment companies | 10 | $2.09B |
| Charitable organizations | 15 | $181.4M |
| High net worth individuals | Fewer than 5 | $4.4M |
| Pooled investment vehicles | 2 | $1.8M |
| Banking or thrift institutions | Fewer than 5 | $2.17B |
| Pension and profit sharing plans | 200 | $5.53B |
| State or municipal government entities | 5 | $418.8M |
| Individuals (other than high net worth individuals) | 49 | $39.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 340 | 304 | decreased by36 |
| Jan 1, 2026 | Employees | 33 | 31 | decreased by2 |
| Jan 1, 2026 | Clients | 393 | 340 | decreased by53 |
| Jan 1, 2026 | AUM | $12,309,970,991 | $12,971,188,682 | increased by$661,217,691 |
| Jan 1, 2026 | Accounts | 398 | 340 | decreased by58 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 51 | 33 | decreased by18 |
| May 1, 2025 vs Oct 1, 2022 | Custody | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 2,798 | 393 | decreased by2,405 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $11,606,073,902 | $12,309,970,991 | increased by$703,897,089 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 437 | 398 | decreased by39 |
| Apr 1, 2022 | Employees | 57 | 51 | decreased by6 |
| Apr 1, 2022 | Clients | 2,828 | 2,798 | decreased by30 |
| Apr 1, 2022 | AUM | $10,262,610,820 | $11,606,073,902 | increased by$1,343,463,082 |
| Apr 1, 2022 | Accounts | 458 | 437 | decreased by21 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CHARTWELL INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CHARTWELL INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.