{
  "crd_number": 170335,
  "slug": "chartwell-investment-partners-llc-berwyn-pa-170335",
  "primary_business_name": "CHARTWELL INVESTMENT PARTNERS, LLC",
  "legal_name": "CHARTWELL INVESTMENT PARTNERS, LLC",
  "dbas": [],
  "city": "Berwyn",
  "state": "PA",
  "country": "United States",
  "cbsa_code": "37980",
  "metro": {
    "cbsa_code": "37980",
    "common_name": "Philadelphia",
    "msa_name": "Philadelphia-Camden-Wilmington, PA-NJ-DE-MD",
    "path": "/advisors/pa/philadelphia"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2014-02-11",
  "years_registered": 12,
  "period": "2026-10-01",
  "filing_date": "2026-05-13",
  "carried_forward": false,
  "raum_total": 12971188682.0,
  "raum_discretionary": 9749773542.0,
  "raum_non_discretionary": 3221415140.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 31,
  "advisory_employees": 19,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 771283137.0,
      "count": 36,
      "description": "WRAP PROGRAMS"
    },
    "charitable": {
      "raum": 181379079.0,
      "count": 15
    },
    "individuals": {
      "raum": 39238093.0,
      "count": 49
    },
    "banking_thrift": {
      "raum": 2166644663.0,
      "count": null,
      "fewer_than_5": true
    },
    "state_municipal": {
      "raum": 418803097.0,
      "count": 5
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 2090866776.0,
      "count": 10
    },
    "pension_profit_sharing": {
      "raum": 5532545472.0,
      "count": 200
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 4427945.0,
      "count": null,
      "fewer_than_5": true
    },
    "pooled_investment_vehicles": {
      "raum": 1792091.0,
      "count": 2
    },
    "corporations_other_businesses": {
      "raum": 1764208329.0,
      "count": 23
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_investment_companies",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AK",
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "HI",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "PR",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "VI",
    "VT",
    "WA",
    "WI",
    "WV",
    "WY"
  ],
  "websites": [
    "https://chartwellip.com",
    "https://linkedin.com/company/chartwell-investment-partners"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/170335",
  "city_as_filed": "BERWYN",
  "url": "https://advisorcensus.com/firm/chartwell-investment-partners-llc-berwyn-pa-170335",
  "display_name": "Chartwell Investment Partners, LLC",
  "summary": "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.",
  "citation": "AdvisorCensus. Chartwell Investment Partners, LLC (CRD 170335): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "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"
  ],
  "quick_answers": [
    {
      "q": "How is Chartwell Investment Partners, LLC compensated?",
      "a": "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)."
    },
    {
      "q": "Where is Chartwell Investment Partners, LLC located?",
      "a": "Chartwell Investment Partners, LLC's principal office is in Berwyn, PA, according to its Form ADV."
    },
    {
      "q": "Is Chartwell Investment Partners, LLC registered with the SEC or a state?",
      "a": "Chartwell Investment Partners, LLC is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 170335."
    },
    {
      "q": "How much does Chartwell Investment Partners, LLC manage?",
      "a": "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)."
    },
    {
      "q": "How have Chartwell Investment Partners, LLC's assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Chartwell Investment Partners, LLC serve?",
      "a": "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)."
    },
    {
      "q": "Does Chartwell Investment Partners, LLC report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "What changed in Chartwell Investment Partners, LLC's recent Form ADV filings?",
      "a": "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)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 10262610820.0,
      "total_employees": 57,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 11606073902.0,
      "total_employees": 51,
      "filing_date": "2022-06-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 10473063347.0,
      "total_employees": 43,
      "filing_date": "2023-03-30"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 11338842583.0,
      "total_employees": 34,
      "filing_date": "2024-09-06"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 12309970991.0,
      "total_employees": 33,
      "filing_date": "2025-07-22"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 12971188682.0,
      "total_employees": 31,
      "filing_date": "2026-05-13"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Employees performing advisory functions went from 22 to 19.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/chartwell-investment-partners-llc-berwyn-pa-170335.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 49,
      "fewer_than_5": false,
      "raum": 39238093.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": null,
      "fewer_than_5": true,
      "raum": 4427945.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": null,
      "fewer_than_5": true,
      "raum": 2166644663.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 10,
      "fewer_than_5": false,
      "raum": 2090866776.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 2,
      "fewer_than_5": false,
      "raum": 1792091.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 200,
      "fewer_than_5": false,
      "raum": 5532545472.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 15,
      "fewer_than_5": false,
      "raum": 181379079.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 5,
      "fewer_than_5": false,
      "raum": 418803097.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 23,
      "fewer_than_5": false,
      "raum": 1764208329.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 36,
      "fewer_than_5": false,
      "raum": 771283137.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/170335",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}