CHARTWELL INVESTMENT PARTNERS, LLC
CRD #170335 SEC #801-79127 BERWYN, PA 610-296-1400
SEC Registered Private Funds
Total AUM
$13B
Discretionary
$9.7B
Employees
31
Clients
--
Accounts
340
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $13B | $9.7B | $3.2B | 31 | 340 |
| Dec 2025 | $13B | $9.7B | $3.2B | 31 | 340 |
| Jul 2025 | $12.3B | $9B | $3.3B | 33 | 398 |
| Feb 2025 | $12.3B | $9B | $3.3B | 33 | 398 |
| Feb 2025 | $12.3B | $9B | $3.3B | 33 | 398 |
| Feb 2025 | $12.3B | $9B | $3.3B | 33 | 398 |
| Jan 2025 | $12.3B | $9B | $3.3B | 33 | 398 |
| Jan 2025 | $12.3B | $9B | $3.3B | 33 | 398 |
| Jan 2025 | $12.3B | $9B | $3.3B | 33 | 398 |
| Sep 2024 | $11.3B | $8.6B | $2.7B | 34 | 449 |
| Apr 2024 | $11.4B | $8.7B | $2.7B | 34 | 449 |
| Mar 2024 | $11.4B | $8.7B | $2.7B | 34 | 449 |
| Jan 2024 | $10.5B | $9.4B | $1B | 43 | 0 |
| Jan 2024 | $10.5B | $9.4B | $1B | 43 | 0 |
| Nov 2023 | $10.5B | $9.4B | $1B | 43 | 0 |
| Mar 2023 | $10.5B | $9.4B | $1B | 43 | 0 |
| Jun 2022 | $11.6B | $9B | $2.6B | 51 | 0 |
| Mar 2022 | $11.6B | $9B | $2.6B | 51 | 0 |
| Mar 2021 | $10.3B | $8.4B | $1.9B | 57 | 0 |
| Jun 2020 | $9.7B | $8.3B | $1.4B | 57 | 0 |
| Mar 2020 | $9.7B | $8.3B | $1.4B | 57 | 0 |
| Sep 2019 | $9.2B | $9.2B | $0 | 67 | 0 |
| Mar 2019 | $9.2B | $9.2B | $0 | 67 | 0 |
| Mar 2018 | $8.3B | $8.3B | $0 | 63 | 0 |
| Mar 2017 | $8.1B | $8.1B | $0 | 63 | 200 |
| Nov 2016 | $10.6B | $10.6B | $0 | 61 | 200 |
| Jun 2016 | $10.6B | $10.6B | $0 | 61 | 200 |
| Jun 2016 | $10.6B | $10.6B | $0 | 61 | 200 |
| Mar 2016 | $8B | $8B | $0 | 49 | 200 |
| Jul 2015 | $7.7B | $7.7B | $0 | 48 | 200 |
| Jul 2015 | $7.7B | $7.7B | $0 | 48 | 200 |
| Jun 2015 | $7.7B | $7.7B | $0 | 48 | 200 |
| Mar 2015 | $7.7B | $7.7B | $0 | 48 | 200 |
| Feb 2015 | $7.7B | $7.7B | $0 | 45 | 200 |
| Mar 2014 | $7.7B | $7.7B | $0 | 45 | 200 |
| Feb 2014 | $0 | $0 | $0 | 4 | 0 |
| Jan 2014 | $0 | $0 | $0 | 4 | 0 |
| Jan 2014 | $0 | $0 | $0 | 4 | 0 |
DateDec 2025
Total AUM$13B
Discretionary$9.7B
Non-Disc.$3.2B
Employees31
Clients340
DateDec 2025
Total AUM$13B
Discretionary$9.7B
Non-Disc.$3.2B
Employees31
Clients340
DateJul 2025
Total AUM$12.3B
Discretionary$9B
Non-Disc.$3.3B
Employees33
Clients398
DateFeb 2025
Total AUM$12.3B
Discretionary$9B
Non-Disc.$3.3B
Employees33
Clients398
DateFeb 2025
Total AUM$12.3B
Discretionary$9B
Non-Disc.$3.3B
Employees33
Clients398
DateFeb 2025
Total AUM$12.3B
Discretionary$9B
Non-Disc.$3.3B
Employees33
Clients398
DateJan 2025
Total AUM$12.3B
Discretionary$9B
Non-Disc.$3.3B
Employees33
Clients398
DateJan 2025
Total AUM$12.3B
Discretionary$9B
Non-Disc.$3.3B
Employees33
Clients398
DateJan 2025
Total AUM$12.3B
Discretionary$9B
Non-Disc.$3.3B
Employees33
Clients398
DateSep 2024
Total AUM$11.3B
Discretionary$8.6B
Non-Disc.$2.7B
Employees34
Clients449
DateApr 2024
Total AUM$11.4B
Discretionary$8.7B
Non-Disc.$2.7B
Employees34
Clients449
DateMar 2024
Total AUM$11.4B
Discretionary$8.7B
Non-Disc.$2.7B
Employees34
Clients449
DateJan 2024
Total AUM$10.5B
Discretionary$9.4B
Non-Disc.$1B
Employees43
Clients0
DateJan 2024
Total AUM$10.5B
Discretionary$9.4B
Non-Disc.$1B
Employees43
Clients0
DateNov 2023
Total AUM$10.5B
Discretionary$9.4B
Non-Disc.$1B
Employees43
Clients0
DateMar 2023
Total AUM$10.5B
Discretionary$9.4B
Non-Disc.$1B
Employees43
Clients0
DateJun 2022
Total AUM$11.6B
Discretionary$9B
Non-Disc.$2.6B
Employees51
Clients0
DateMar 2022
Total AUM$11.6B
Discretionary$9B
Non-Disc.$2.6B
Employees51
Clients0
DateMar 2021
Total AUM$10.3B
Discretionary$8.4B
Non-Disc.$1.9B
Employees57
Clients0
DateJun 2020
Total AUM$9.7B
Discretionary$8.3B
Non-Disc.$1.4B
Employees57
Clients0
DateMar 2020
Total AUM$9.7B
Discretionary$8.3B
Non-Disc.$1.4B
Employees57
Clients0
DateSep 2019
Total AUM$9.2B
Discretionary$9.2B
Non-Disc.$0
Employees67
Clients0
DateMar 2019
Total AUM$9.2B
Discretionary$9.2B
Non-Disc.$0
Employees67
Clients0
DateMar 2018
Total AUM$8.3B
Discretionary$8.3B
Non-Disc.$0
Employees63
Clients0
DateMar 2017
Total AUM$8.1B
Discretionary$8.1B
Non-Disc.$0
Employees63
Clients200
DateNov 2016
Total AUM$10.6B
Discretionary$10.6B
Non-Disc.$0
Employees61
Clients200
DateJun 2016
Total AUM$10.6B
Discretionary$10.6B
Non-Disc.$0
Employees61
Clients200
DateJun 2016
Total AUM$10.6B
Discretionary$10.6B
Non-Disc.$0
Employees61
Clients200
DateMar 2016
Total AUM$8B
Discretionary$8B
Non-Disc.$0
Employees49
Clients200
DateJul 2015
Total AUM$7.7B
Discretionary$7.7B
Non-Disc.$0
Employees48
Clients200
DateJul 2015
Total AUM$7.7B
Discretionary$7.7B
Non-Disc.$0
Employees48
Clients200
DateJun 2015
Total AUM$7.7B
Discretionary$7.7B
Non-Disc.$0
Employees48
Clients200
DateMar 2015
Total AUM$7.7B
Discretionary$7.7B
Non-Disc.$0
Employees48
Clients200
DateFeb 2015
Total AUM$7.7B
Discretionary$7.7B
Non-Disc.$0
Employees45
Clients200
DateMar 2014
Total AUM$7.7B
Discretionary$7.7B
Non-Disc.$0
Employees45
Clients200
DateFeb 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJan 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJan 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0