Chartwell Investment Partners, LLC is an SEC-registered investment adviser based in Berwyn, PA that reports managing 1 hedge fund on Form ADV. It reports $13.0 billion in regulatory assets under management. Its private funds, of all types, hold $525,786 in gross assets. Over a longer period they returned an estimated +6.1% from Q3 2024 to Q3 2024, compared with +5.4% for the S&P 500, based on 13F filings.
- Regulatory assets under management
- $13.0 billionForm ADV Item 5.F
- Gross assets of private funds
- $525,786All private fund types, Form ADV
- Hedge funds managed
- 11 private funds in total
- Employees
- 31Form ADV Item 5.A
- Registration
- SEC-registered adviserCRD 170335
- Latest Form ADV
- 05/13/2026Disciplinary disclosures: none reported
Estimated 13F portfolio performance
| Quarter | Est. 13F return | S&P 500 |
|---|---|---|
| Q3 2024 | +6.1% | +5.4% |
Estimate of the firm's disclosed long U.S. stock portfolio from its quarterly 13F filings, holding each quarter-end portfolio to the next quarter-end at prices implied by all 13F filers. It is a price return before dividends and fees, ignores shorts, options, bonds, cash and trading within the quarter, and is not the return of any fund. Disclosures
Largest disclosed holdings
- Microsoft Corp Com$125.7 million
- Apple Inc Com$108.3 million
- Nvidia Corp$92.3 million
- Amazon Com Inc Com$45.4 million
- Alphabet, Inc Non-voting Class$43.5 million
- Coca Cola Co Com$35.9 million
- J P Morgan Chase & Co.$35.7 million
- Meta Platforms, Inc.$35.7 million
- Unitedhealth Group Inc$29.5 million
- Johnson & Johnson Com$29.3 million
As of 2024-09-30, from 13F filing by Chartwell Investment Partners, LLC.
From SEC filings. Firm data comes from the SEC's Form ADV data as of Oct 2, 2026; performance estimates come from Form 13F. HedgeMountain has not verified this information, and it is not an offer, solicitation or recommendation. Full disclosures