RIA Intel›Advisers›Pennsylvania›CHARTWELL INVESTMENT PARTNERS, LLC

CHARTWELL INVESTMENT PARTNERS, LLC

Advisory

N·BERWYN, PA

Data as of Mar 25, 2026 · Source: SEC Form ADV

Total AUM

$13.0B

1-Year AUM Growth

+8.3%

3-Year CAGR

+2.9%

Employees

19

Assets Under Management

Total AUM$13.0B

Discretionary AUM$9.7B

Non-Discretionary AUM$3.2B

Discretionary %75.2%

Total Clients340

Team

Total Employees19

Investment Advisers31

Employee Growth (1Y)-4.2%

Filing History

Total Filings on Record29

First FilingJan 20, 2014

Latest FilingMar 25, 2026

🔒 Full AUM trend chart and 29 historical filings spanning 12+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on CHARTWELL INVESTMENT PARTNERS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.