Chartwell Investment Partners, LLC
Berwyn, PA·SEC-registered · CRD #170335
Chartwell Investment Partners, LLC is an SEC-registered investment advisory firm in Berwyn, PA managing $13B across 368 client accounts, with 19 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$13B
Client accounts
368
Advisory staff
19
Fee model
Fee-based
How Chartwell Investment Partners, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Chartwell Investment Partners, LLC
How much does Chartwell Investment Partners, LLC manage?
Per its most recent SEC Form ADV filing (05/13/2026), Chartwell Investment Partners, LLC reports $13B in regulatory assets under management across roughly 368 client accounts.
How does Chartwell Investment Partners, LLC charge?
Chartwell Investment Partners, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Chartwell Investment Partners, LLC a fiduciary?
Yes. Chartwell Investment Partners, LLC is registered with the U.S. Securities and Exchange Commission (CRD #170335), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Chartwell Investment Partners, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Chartwell Investment Partners, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Berwyn, PA
Profile compiled from Chartwell Investment Partners, LLC's public SEC Form ADV filing (CRD #170335, filed 05/13/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Chartwell Investment Partners, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Chartwell Investment Partners, LLC? Claim this profile.