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, and California (although they are present in other states as well).
Most Chartwell Investment Partners clients are health and welfare funds with revenues ranging from $22 million to $180 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 | IBEW Local Union No. 26 | 501(c)(5) | Lanham, MD | ||
| 2 | American Federation of Government Employees | 501(c)(5) | Washington, DC | ||
| 3 | Neca IBEW Family Medical Care Trust Fund | 501(c)(9) | Rockville, MD | ||
| 4 | General Employees Trust Fund | 501(c)(9) | Brisbane, CA | ||
| 5 | Operating Engineers Local No 825 Welfare Fund | 501(c)(9) | Springfield, NJ | ||
| 6 | Eastern Atlantic States Carpenters Health Fund | 501(c)(9) | Philadelphia, PA | ||
| 7 | Electrical Welfare Trust Fund | 501(c)(9) | Lanham, MD | ||
| 8 | Iron Workers Local 40 361 and 417 Health | 501(c)(9) | New York, NY | ||
| 9 | Operating Engineers Welfare Fund of Eastern Pa & Delaware Local 542 | 501(c)(9) | Fort Washington, PA | ||
| 10 | Trustees of Teamster Members Retirement Plan (ILPF) | 501(c)(18) | Carol Stream, IL | ||
| ... | and 38 more Chartwell Investment Partners not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Chartwell Investment Partners in the nonprofit sector include Matrix Trust Company, Fidelity, Alerus Financial, N.a., Kestra Advisory Services LLC, Wilmington Trust, Raymond James and Associates, Charles Schwab Bank, Massachusetts Mutual Life Insurance Co., Bank Of New York Mellon, and M&T Bank.
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