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Glenmede Investment Management, LP

Philadelphia, PASEC-registered investment adviserCRD 108165

Filed as GLENMEDE INVESTMENT MANAGEMENT, LP

Glenmede Investment Management, LP is an SEC-registered investment advisory firm in Philadelphia, PA, registered since 2000, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 27, 2026.

26 years
registered since 2000
$6,197,914,228
assets under management
2 arrangements
Percentage of assets, Other
2
disclosure items (Item 11)

Quick answers

From the filing

How is Glenmede Investment Management, LP compensated?

On its Form ADV (Item 5.E, October 2026), Glenmede Investment Management, LP reports these compensation arrangements: a percentage of assets under its management; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

Where is Glenmede Investment Management, LP located?

Glenmede Investment Management, LP's principal office is in Philadelphia, PA, according to its Form ADV.

Is Glenmede Investment Management, LP registered with the SEC or a state?

Glenmede Investment Management, LP is an SEC-registered investment advisory firm, registered since 2000. Status as filed: Approved. CRD 108165.

How much does Glenmede Investment Management, LP manage?

Glenmede Investment Management, LP reports $6,197,914,228 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (94% discretionary).

How have Glenmede Investment Management, LP's assets and staff changed since 2021?

In the Form ADV data for Glenmede Investment Management, LP: Regulatory assets under management: $11,188,445,201 in the October 2021 data and $6,197,914,228 in the October 2026 data, down 45%. Total employees: 44 in October 2021 and 41 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Glenmede Investment Management, LP serve?

By number of clients on Form ADV Item 5.D: high net worth individuals (915); charitable organizations (49); other investment advisers (27).

Does Glenmede Investment Management, LP report any disciplinary disclosures?

Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.E(2) (self-regulatory organization's finding of a rule violation) and 11.E(4) (self-regulatory organization's expulsion, suspension, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/108165

What changed in Glenmede Investment Management, LP's recent Form ADV filings?

In the April 2026 filing data: Employees performing advisory functions went from 22 to 21. Regulatory assets under management went from $7,069,365,851 to $6,197,914,228 (-12%). 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
  • Other

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 2A

The brochure lists different fees for different services or strategies. See the firm's brochure (dated March 27, 2026) for its fees and any account minimum, on the SEC's IAPD site.

Regulatory assets under management

Item 5.F
$6,197,914,228

$6,197,914,228 as of October 2026, filing dated March 27, 2026.

Discretionary: $5,820,510,467.Non-discretionary: $377,403,761.

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.D
Individuals (other than high net worth individuals)
Clients 0 Assets $0 (0%)
High net worth individuals
Clients 915 Assets $1,754,680,318 (28%)
Banking or thrift institutions
Clients 0 Assets $0 (0%)
Investment companies
Clients 14 Assets $3,328,901,376 (54%)
Business development companies
Clients 0 Assets $0 (0%)
Pooled investment vehicles (other than investment companies and business development companies)
Clients 3 Assets $421,993,887 (7%)
Pension and profit sharing plans (but not the plan participants or government pension plans)
Clients 0 Assets Not reported
Charitable organizations
Clients 49 Assets $171,673,835 (3%)
State or municipal government entities (including government pension plans)
Clients 0 Assets $0 (0%)
Other investment advisers
Clients 27 Assets $58,118,162 (1%)
Insurance companies
Clients 1 Assets $49,852,103 (1%)
Sovereign wealth funds and foreign official institutions
Clients 0 Assets $0 (0%)
Corporations or other businesses not listed above
Clients 10 Assets $35,290,786 (1%)
Other
Clients 6 Assets $377,403,761 (6%)

A 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
  • Other

Registration and firm details

Items 1, 2, 5
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2000 (26 years)
Employees
Total: 41. Performing investment advisory functions: 21.
Wrap fee program participation
Yes.
States registered or notice-filed
53 states or jurisdictions
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SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

2 Reports 2 disclosure items on Form ADV Item 11. View on IAPD.

Questions answered yes on this filing

Regulatory matters Items 11.C to 11.G

  • 11.E(2) Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?
  • 11.E(4) Has a self-regulatory organization or a commodities exchange ever disciplined the firm or an advisory affiliate by expelling or suspending it from membership, barring or suspending it from association with other members, or otherwise restricting its activities?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. What happened, and who was involved, is on the Disclosure Reporting Pages of the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$11.2B 2021 $14B 2022 $11.3B 2023 $12B 2024 $7.07B 2025 $6.2B 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$6,197,914,22841March 27, 2026
October 2025$7,069,365,85133March 28, 2025
October 2024$11,990,446,93141March 21, 2024
October 2023$11,284,959,81942March 30, 2023
October 2022$13,966,975,37444March 30, 2022
October 2021$11,188,445,20144March 30, 2021

Regulatory assets under management: $11,188,445,201 in the October 2021 data and $6,197,914,228 in the October 2026 data, down 45%.

Total employees: 44 in October 2021 and 41 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
  1. April 2026
    • Employees performing advisory functions went from 22 to 21.
    • Regulatory assets under management went from $7,069,365,851 to $6,197,914,228 (-12%).
    • 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.I
glenmedeim.com

Source: 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. Glenmede Investment Management, LP (CRD 108165): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/glenmede-investment-management-lp-philadelphia-pa-108165