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 an institutional registered investment adviser that describes itself as a capital allocator for both individual/family and institutional clients. The firm is SEC-registered (registration year 2000) and manages portfolios across traditional and pooled vehicles. Advisory services include portfolio management for individuals and small businesses, investment companies, pooled investment vehicles, and institutional/business clients. Glenmede indicates active participation in ESG investing and operates in capacities beyond pure advisory work — it has business affiliations as a CPO/CTA and serves as a sponsor, general partner or managing member of pooled investment vehicles, and maintains ties with trust company activity. Its fee model includes percentage-of-AUM pricing and 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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 338Active vs passive
$6.9B in ETFs
87%
$6B
11%
$895M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $1.3B | 1,843,153 | 18.24% |
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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