Chartwell Investment Partners, LLC is a large advisory firm based in Berwyn. It manages $9.19 billion of regulatory assets for 444 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.
Chartwell Investment Partners provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Chartwell Investment Partners, LLC is $9.19 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 19% since the beginning of its operation, and $93.8 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Chartwell Investment Partners, LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, insurance companies, investment companies, charitable organizations, high net worth individuals, pooled investment vehicles, corporations or other businesses, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of James Francis Getz is pension and profit sharing plans with 215 clients and $3.26 billion of assets under management. Among the 12 most similar advisory firms, Chartwell Investment Partners has the highest percentage of pension and profit sharing plans out of all clients.
The amount of regulatory assets under management is $7.89 billion for 444 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Chartwell Investment Partners doesn't advise any private funds.
The company employs 67 people that are either part- or full-time employees. 69 percent of the employees work as investment advisers or researchers. 16 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
James Francis Getz has been acting as President since 1 Mar 2014. George Gregory Hagar joined the executive team most recently as the Chief Financial Officer, Treasurer And Secretary.
The principal office where Chartwell Investment Partners, LLC performs its advisory services is located at 1205 Westlakes Drive, Berwyn, PA 19312, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 610-296-1400 or by fax 610-296-1430. The normal business hours are 9:00 to 5:00 on Monday - Friday. You can find more information about the New York firm at chartwellip.com.