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 limited partnership that operates as a capital allocator for both high-net-worth individuals and institutional clients. Registered with the SEC since 2000, the firm provides portfolio management across individual accounts, pooled investment vehicles, investment companies and institutional mandates. It also identifies itself as a CPO/CTA and participates as a sponsor, general partner or managing member of pooled vehicles. Glenmede reports being an active ESG investor and charges fees based on a percentage of assets under management along with other fee arrangements.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 5
Jason Pride
Chief of InvestmentsCRD 2982428
Gordon Fowler
Chief Investment OfficerCRD 4714921
Maria Mcgarry
Chief Compliance OfficerCRD 4418483
Contacts
3 of 8
Michael Crow
Portfolio ManagerCRD 4601759
Vladimir De Vassal
Director of Quantitative ResearchCRD 4766975
Peter Zuleba
DirectorCRD 3081926
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 667Active vs passive
$13.4B in ETFs
90%
$12.1B
8%
$1.4B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $1.3B | 1,843,153 | 9.42% |
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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