Chartwell Investment Partners is a firm that provides investment management, fiduciary trustee, financial advisor, and commercial bank to nonprofit clients. They primarily provide their services regionally, with most clients in Pennsylvania, Maryland, California, and New Jersey (although they are present in other states as well).
Most Chartwell Investment Partners clients are health and welfare funds with revenues ranging from $18 million to $179 million.
Previous legal names, trade names, or just variations of their name include: Chartwell Investment Partners, LLC; and Chartwell Investment MGR.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | American Federation of Government Employees | 501(c)(5) | Washington, DC | ||
| 2 | Neca IBEW Family Medical Care Trust Fund | 501(c)(9) | Rockville, MD | ||
| 3 | Operating Engineers Local No 825 Welfare Fund | 501(c)(9) | Springfield, NJ | ||
| 4 | Electrical Welfare Trust Fund | 501(c)(9) | Lanham, MD | ||
| 5 | Iron Workers Locals 40 361 and 417 Health Fund | 501(c)(9) | New York, NY | ||
| 6 | Operating Engineers Welfare Fund of Eastern Pa & Delaware Local 542 | 501(c)(9) | Fort Washington, PA | ||
| 7 | Central States Joint Board Health and Welfare | 501(c)(9) | Hillside, IL | ||
| 8 | IUPAT District Council 21 | 501(c)(9) | Philadelphia, PA | ||
| 9 | Sheet Metal Workers Health Fund of Local Union No 19 | 501(c)(9) | Philadelphia, PA | ||
| 10 | The Members Retirement Plan (ILPF) | 501(c)(18) | St Charles, IL | ||
| ... | and 39 more Chartwell Investment Partners not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Chartwell Investment Partners in the nonprofit sector include Capital Research and Management Company, Fiduciary Investment Advisors, Minnesota Life Insurance Company, Healthcare Community Securities Cor, Oneamerica Retirement Services LLC, Cambridge Investment Research Inc, Ubs Financial Services, Inc., Benefit Plans Admin Services, Inc., State Street Global Advisors, and RBC Capital Markets.
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