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 $18 million to $176 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 | Electrical Welfare Trust Fund | 501(c)(9) | Lanham, MD | ||
| 7 | Iron Workers Local 40 361 and 417 Health | 501(c)(9) | New York, NY | ||
| 8 | Operating Engineers Welfare Fund of Eastern Pa & Delaware Local 542 | 501(c)(9) | Fort Washington, PA | ||
| 9 | IUPAT District Council 21 | 501(c)(9) | Philadelphia, PA | ||
| 10 | Sheet Metal Workers Health Fund of Local Union No 19 | 501(c)(9) | Philadelphia, PA | ||
| ... | and 36 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, Voya Retirement Insurance and Annuity Co., Benefit Plans Admin Services, Inc., Ubs Financial Services, Inc., Fiduciary Investment Advisors, State Street Global Advisors, Sei, Capfinancial Partners, LLC, RBC Capital Markets, and Alerus Financial, N.a..
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