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Chartwell Investment Partners, LLC

● SEC registered since 2014CRD 170335SEC# 801-79127Berwyn, PA
Export (members)
Ranks #553 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$12.31B
Fund GAV
$526K
Private funds
1
Employees
33
Accounts
398
Location
Berwyn, PA

Chartwell Investment Partners, LLC assets under management

Chartwell Investment Partners, LLC is a registered investment adviser overseen by the SEC based in Berwyn, PA. The firm has been registered since 2014. It reports $12.3 billion in regulatory assets under management and employs 33 people. Chartwell Investment Partners, LLC manages 1 private fund with combined gross assets of $525,786, including Carillon Tower Advisers Series Hedge Fund LLC - Balanced Multi Asset Series. By regulatory assets, it ranks 553 of 5,911 private fund managers.

Chartwell Investment Partners, LLC private funds

1 funds · $526K GAV
FundTypeGross assetsMin.
Carillon Tower Advisers Series Hedge Fund LLC - Balanced Multi Asset SeriesHedge$526K$250K

Chartwell Investment Partners, LLC owners & executives

13 reported
NameTitleOwnershipSince
Brian Fetterolf ControlDirectorUnder 5%2024
Christine F Williams ControlDirectorUnder 5%2024
Edward Rick IV ControlDirectorUnder 5%2022
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Frequently asked questions

How much does Chartwell Investment Partners, LLC manage?

Chartwell Investment Partners, LLC reports $12.3 billion in regulatory assets under management on its Form ADV.

How many private funds does Chartwell Investment Partners, LLC manage?

Chartwell Investment Partners, LLC manages 1 private funds with combined gross assets of $525,786.

How many employees does Chartwell Investment Partners, LLC have?

Chartwell Investment Partners, LLC reports 33 employees.

Where is Chartwell Investment Partners, LLC located?

Chartwell Investment Partners, LLC is based in Berwyn, PA and has been SEC-registered since 2014.

Does Chartwell Investment Partners, LLC disclose fund performance?

Chartwell Investment Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1205 Westlakes Drive, Suite 100, Berwyn, PA 19312
Phone610-296-1400
Fax610-296-1430
Office hours9:00 To 5:00
SEC regionPhiladelphia Regional Office (PLRO)
CIK1616525
Discloses disciplinary historyNo

Assets under management

Discretionary$9B
Non-discretionary$3.31B
Total (RAUM)$12.31B

Service providers

Auditor
Prime broker
Administrator