AdvisorCensus / Financial advisors / Pennsylvania / Philadelphia / Chartwell Investment Partners, LLC
Chartwell Investment Partners, LLC is an SEC-registered investment advisory firm in Berwyn, PA, registered since 2014, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated May 13, 2026.
Quick answers
From the filingHow is Chartwell Investment Partners, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Chartwell Investment Partners, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
Where is Chartwell Investment Partners, LLC located?
Chartwell Investment Partners, LLC's principal office is in Berwyn, PA, according to its Form ADV.
Is Chartwell Investment Partners, LLC registered with the SEC or a state?
Chartwell Investment Partners, LLC is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 170335.
How much does Chartwell Investment Partners, LLC manage?
Chartwell Investment Partners, LLC reports $12,971,188,682 in regulatory assets under management in its Form ADV filing dated May 13, 2026 (75% discretionary).
How have Chartwell Investment Partners, LLC's assets and staff changed since 2021?
In the Form ADV data for Chartwell Investment Partners, LLC: Regulatory assets under management: $10,262,610,820 in the October 2021 data and $12,971,188,682 in the October 2026 data, up 26%. Total employees: 57 in October 2021 and 31 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Chartwell Investment Partners, LLC serve?
By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (200); individuals (other than high net worth individuals) (49); other (36).
Does Chartwell Investment Partners, LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/170335
What changed in Chartwell Investment Partners, LLC's recent Form ADV filings?
In the January 2026 filing data: Employees performing advisory functions went from 22 to 19. Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2ASee the firm's brochure (dated December 16, 2025) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$12,971,188,682 as of October 2026, filing dated May 13, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (and business development companies)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2014 (12 years)
- Employees
- Total: 31. Performing investment advisory functions: 19.
- Wrap fee program participation
- Yes.
- States registered or notice-filed
-
53 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $12,971,188,682 | 31 | May 13, 2026 |
| October 2025 | $12,309,970,991 | 33 | July 22, 2025 |
| October 2024 | $11,338,842,583 | 34 | September 6, 2024 |
| October 2023 | $10,473,063,347 | 43 | March 30, 2023 |
| October 2022 | $11,606,073,902 | 51 | June 30, 2022 |
| October 2021 | $10,262,610,820 | 57 | March 31, 2021 |
Regulatory assets under management: $10,262,610,820 in the October 2021 data and $12,971,188,682 in the October 2026 data, up 26%.
Total employees: 57 in October 2021 and 31 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- January 2026
- Employees performing advisory functions went from 22 to 19.
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Chartwell Investment Partners, LLC (CRD 170335): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/chartwell-investment-partners-llc-berwyn-pa-170335