Chartwell Investment Partners, LLC

Registered investment adviser · Berwyn, PA · CRD #170335

Form ADV data as of 2026-09-01

Regulatory assets

$12.97 billion

Total accounts

340

Employees

Disclosure events

Firm details

Website: https://www.linkedin.com/company/chartwell-investment-partners
Telephone: 610-296-1400
SEC file number: 801-79127
Most recent Form ADV filing: 2026-05-13
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$9.75 billion
Non-discretionary regulatory assets under management	$3.22 billion
Total regulatory assets under management	$12.97 billion
Discretionary accounts	312
Non-discretionary accounts	28
Total accounts	340
Regulatory assets under management attributable to non-U.S. persons	$0

People

Total employees (excluding clerical)	31
Employees performing investment advisory functions (including research)	19
Employees who are registered representatives of a broker-dealer	1
Employees registered as investment adviser representatives with a state	1
Employees registered as IARs for another investment adviser	0
Employees who are licensed insurance agents	0
Firms or persons who solicit advisory clients on the firm's behalf	0

Custody

Has custody of client cash or bank accounts	No
Has custody of client securities	No
A related person has custody of client cash or bank accounts	No
A related person has custody of client securities	No
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No

How the firm is compensated

A percentage of assets under managementFixed fees (other than subscription fees)

Advisory services offered

Portfolio management for individuals and/or small businessesPortfolio management for investment companiesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients

Affiliated related persons

Broker-dealer, municipal securities dealer, or government securities broker or dealerOther investment adviser (including financial planners)Registered municipal advisorBanking or thrift institutionTrust companyInsurance company or agencyPension consultantSponsor or syndicator of limited partnershipsSponsor, general partner, or managing member of pooled investment vehicles

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Buys or sells for itself securities it also recommends to clients
Recommends securities in which it has another proprietary interest
Brokers or dealers selected under 8.C.(3) are related persons
Receives soft dollar benefits
Compensates a non-employee for client referrals
Provides employee compensation specifically for obtaining clients

Client types

Type of client	Clients	Assets
Individuals (other than high net worth individuals)	49	$39.2 million
High net worth individuals	Not reported	$4.4 million
Banking or thrift institutions	Not reported	$2.17 billion
Investment companies	10	$2.09 billion
Pooled investment vehicles (other than investment companies and BDCs)	2	$1.8 million
Pension and profit sharing plans (not the participants or government plans)	200	$5.53 billion
Charitable organizations	15	$181.4 million
State or municipal government entities (including government pension plans)	5	$418.8 million
Corporations or other businesses not listed above	23	$1.76 billion
Other	36	$771.3 million