Chartwell Investment Partners, LLC

RIASEC RegisteredEst. 2014
Total AUM
$13B
Discretionary
$9.7B
75% of AUM
Avg account
$38.2M
Accounts
340
Employees
31
Advisory reps
10

Firm details

Headquarters
Berwyn, Pennsylvania
CRD number
170335
Registered since
February 11, 2014
Website
www.chartwellip.com
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Pension & Profit Sharing Plans42.65%
  • Banking / Thrift Institutions16.7%
  • Investment Companies16.12%
  • Corporations / Businesses13.6%
  • Other5.95%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Chartwell Investment Partners, LLC is an SEC-registered investment adviser organized as an LLC and classified as a hedge fund. The firm serves both individual/family and institutional clients and provides portfolio management across a range of account types, including separate accounts, pooled vehicles and investment companies. Fee arrangements include both percentage-of-AUM and fixed-fee schedules. Chartwell lists a variety of industry affiliations beyond pure advisory work, reflecting roles connected to brokerage, trust and banking entities as well as sponsorship or management of pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 31%, Investment Grade Corp Bonds 29%, Non-Investment Grade Corp Bonds 21%, State & Local Bonds 17%, Cash & Cash Equivalents 3%31%
  • Exchange Traded Equities31%
  • Investment Grade Corp Bonds29%
  • Non-Investment Grade Corp Bonds21%
  • State & Local Bonds17%
  • Cash & Cash Equivalents3%

Owners & executives

3 of 4
  • Brian Fetterolf

    Brian Fetterolf

    President and CEOCRD 5647967

  • Christine Williams

    Co-Chief Investment OfficerCRD 2694173

  • Timothy Harkins

    Co-Chief Investment OfficerCRD 2846658

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Contacts

3 of 6
  • Edward Rick Iv

    Edward Rick Iv

    Head of InvestmentsCRD 2536413

  • Matthew Johnson

    Matthew Johnson

    Head of Product StrategyCRD 5670075

  • James Getz

    James Getz

    Founder and ChairmanCRD 1653787

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

ETF holdings

1 of 13

Active vs passive

$37.8M in ETFs

Passive

100%

$37.8M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE US AGGREGATE BOND ETF (AGG)BlackRockPassiveIntermediate Core Bond$9.4M93,19024.97%
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Location

Primary office

Berwyn, PA

Chester

Location

Berwyn, PA

Headquartered in Berwyn, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Chester
Address
1205 Westlakes Dr
Time zone
ET (UTC-5)
Office locations

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