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CHARTWELL INVESTMENT PARTNERS, LLC
CRD 170335File 801-79127
APPROVED
Retail clients
Filing as of May 13, 2026
Feed vintage Aug 17, 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
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 |
|---|---|---|---|
| Aug 17, 2026 | Clients | 340 | 304 |
| Aug 12, 2026 | Registration | — | APPROVED |
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.