# 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.

- CRD: 170335
- Filed as: CHARTWELL INVESTMENT PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Berwyn, PA
- Filing period: October 2026
- Form ADV filing dated: May 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/170335
- AdvisorCensus page: https://advisorcensus.com/firm/chartwell-investment-partners-llc-berwyn-pa-170335

## Quick answers

**How 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). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $12,971,188,682
- Discretionary: $9,749,773,542
- Non-discretionary: $3,221,415,140

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 49 | $39,238,093 |
| High net worth individuals | Fewer than 5 | $4,427,945 |
| Banking or thrift institutions | Fewer than 5 | $2,166,644,663 |
| Investment companies | 10 | $2,090,866,776 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $1,792,091 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 200 | $5,532,545,472 |
| Charitable organizations | 15 | $181,379,079 |
| State or municipal government entities (including government pension plans) | 5 | $418,803,097 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 23 | $1,764,208,329 |
| Other | 36 | $771,283,137 |

### 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

### Firm details
- Registered since: 2014 (12 years)
- Employees: 31 total, 19 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [chartwellip.com](https://chartwellip.com)
- LinkedIn @chartwell-investment-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $10,262,610,820 | 57 | March 31, 2021 |
| October 2022 | $11,606,073,902 | 51 | June 30, 2022 |
| October 2023 | $10,473,063,347 | 43 | March 30, 2023 |
| October 2024 | $11,338,842,583 | 34 | September 6, 2024 |
| October 2025 | $12,309,970,991 | 33 | July 22, 2025 |
| October 2026 | $12,971,188,682 | 31 | May 13, 2026 |

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.

## 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Chartwell Investment Partners, LLC (CRD 170335): Form ADV filing data as of October 2026.