GLENMEDE INVESTMENT MANAGEMENT, LP
Firm details
- Headquarters
- PHILADELPHIA, Pennsylvania
- CRD number
- 108165
- Registered since
- August 25, 2000
- Website
- www.glenmedeim.com
- Fee structure
- Percentage of AUM, Other
- Client types
- Investment Companies53.71%
- HNWI28.31%
- Pooled Investment Vehicles6.81%
- Other6.09%
- Charitable Organizations2.77%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Glenmede Investment Management, LP is a domestic limited partnership that operates as a capital allocator and registered investment adviser since 2000. It serves both individual and family clients as well as institutional investors, providing portfolio management across separately managed accounts, pooled investment vehicles and investment companies. The firm charges percentage-of-assets fees (and other fee arrangements) and reports CPO/CTA activity, indicating involvement with commodity pools or managed futures alongside traditional advisory work. Glenmede identifies itself as an active ESG investor and is involved in sponsor/GP roles and trust company activities, suggesting it both allocates to outside managers and sponsors internally managed pooled vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities98%
- Public Funds/Mutual Funds1%
- Cash & Cash Equivalents1%
Owners & executives
3 of 5GORDON FOWLER
Chief Investment OfficerCRD 4714921
MARIA MCGARRY
Chief Compliance OfficerCRD 4418483
STACEY GILBERT
Chief Investment OfficerCRD 4480217
Contacts
3 of 9MICHAEL CROW
Portfolio ManagerCRD 4601759
ADAM CONISH
Director of EndowmentsCRD 4865384
PETER ZULEBA
DirectorCRD 3081926
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 336Active vs passive
$5.9B in ETFs
87%
$5.1B
11%
$794M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $1.1B | 1,819,896 | 18.34% |
Location
PHILADELPHIA, PA
PHILADELPHIA
Location
PHILADELPHIA, PA
Headquartered in PHILADELPHIA, 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
- PHILADELPHIA
- Address
- 1650 Market St 1 Liberty Pl
- Time zone
- ET (UTC-5)
- Office locations
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