Chartwell Investment Partners, LLC

Overview

Chartwell Investment Partners, LLC is an SEC registered investment adviser based in Berwyn, PA, registered since 2014. It reports $13B in assets under management across 340 accounts, with 31 employees. It has 1 investment adviser representatives.

Reported AUM

$13B

Discretionary

75%

Accounts

340

Average account

$38.2M

Employees

31

Advisory reps

1

Registered since

2014

Jurisdictions

53

As reported in the firm's May 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Management for Investment Companies
• Portfolio Management for Businesses or Institutional Clients

Client types

• Charities and Non-Profits
• Corporations/Businesses
• Government
• Individuals
• Investment Companies
• Other clients
• Pension/Profit Sharing Plan
• Pooled Investment Vehicles

Fee structure

Fixed Fees and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 3 of 9

• Rebekah Joy Powers Chief Compliance Officer CRD 4832285
• Brian Fetterolf Director CRD 5647967
• Christine F Williams Director CRD 2694173

6 more executive officers, with direct contact details

Advisory reps 1 of 1

• Thomas Dibari Registered Rep · Investment Adviser Rep CRD 2787179

Location

Headquarters

1205 Westlakes Dr Ste 100
Berwyn, PA 19312

County

Chester

Metro area

Philadelphia-Camden-Wilmington, PA-NJ-DE-MD

Region

Northeast

Registrations

• SEC registered
• Registered in 53 jurisdictions
• Website: chartwellip.com

Every state, with registration dates

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