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MFWire: Chartwell Funds, Berwyn Funds
MUTUAL FUND FAMILY PROFILES [BETA]
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Chartwell Investment Partners
1205 Westlakes Drive
Suite 100
Berwyn, PA  19312
Google Maps

Contact
Main Phone: 610-296-1400
Web Site: https://www.chartwellip.com

Mutual Fund Brand(s)
Chartwell Funds, Berwyn Funds

Research Links
  • SEC Fund Filings by CIK

  • Background:
    On October 20, 2021, Raymond James Financial unveiled a deal to buy TriState Capital Holdings, Chartwell's parent. The deal, expected to close in 2022, will make Chartwell into a boutique under RayJay's multiboutique asset manager, Carillon Tower Advisers.

    Chartwell Investment Partners was founded in 1997.
    Sponsored Opportunities



    Key People:
    Story Archive for Chartwell Investment Partners
    Published On Story Headline Publication
    10/21/2021 A $1.1B Deal Will Include a Multi-Boutique AM's 6th Shop MFWire.com
    10/5/2021 An $11.5B-AUM Boutique Adds Another Bond Fund MFWire.com
    8/25/2021 Micro Inflows Fall 46 Percent to $729MM MFWire.com
    8/19/2020 47 Percent of Micro Fund Firms Gain 2020 Inflows MFWire.com
    12/16/2019 Small Fund Firms' Outflows Plunge MFWire.com
    7/17/2019 A PE Titan Takes the Lead MFWire.com
    6/17/2019 A Global Equity Shop Leads MFWire.com
    5/15/2019 M* Dominates This Pack MFWire.com
    9/8/2017 New Fund Fuss - September 8, 2017 MFWire.com
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    1. MFDF webinar - The Audit Committee Chair's Guide to Balancing Duties and Emerging Issues, September 3
    2. ICI ETF Conference, Sep 8-10
    3. Nicsa webinar - Reimagining Reconciliation: AI, Regulation, and Capital Markets Transformation, September 10
    4. MFDF webinar - Series Trust Funds - Compliance and Board Reporting, September 10
    5. MFDF In Focus - Board Oversight of DEI in Current Landscape, September 11
    6. MFDF webinar - MFDF 15(c) White Paper Webinar Series: Part 4 – Enforcement Action Takeaways, September 16
    7. IMEA Content Management Roundtable, September 16
    8. IMEA 2025 Star Awards Celebration, September 16
    9. IMEA Marketing Summit, Sep 16-17
    10. MFDF webinar - Latest in Closed-End Funds Litigations, September 23
    11. MFDF webinar - Fixed Income Insights: Navigating Market Trends & Opportunities, September 24
    12. Nicsa webinar - Utilizing AI to Enhance Distribution & Advisor Engagement, September 24
    13. IMEA Portfolio Construction Roundtable, September 24
    14. Expect Miracles Atlantic Coast Classic 2025, September 29
    15. MFDF webinar - Risk Management Essentials for RICs and Boards, September 29
    16. MFDF webinar - Diligent - Tools for Fund Board Book, October 1
    17. 10th annual Fuse Forum, October 8
    18. MFDF webinar - Essential Strategies in Board Oversight of Operational Risk Management, October 14
    19. 2025 MMI Annual Conference, Oct 15-17
    20. MFDF webinar - Series Trust Funds - Effective Board Relationships with Advisers, October 15
    21. MFDF In Focus webinar - Audit Committee Chair, November 5
    22. 2025 Nicsa Asset & Wealth Management Summit, Nov 11-12
    23. MFDF webinar - Mutual Fund CCO Compensations: The MPI Annual Survey Update, November 13
    24. MFDF 2026 Directors' Institute, January 26 - 28, 2026
    25. MFDF 2026 Fund Governance & Regulatory Insights Conference, March 5 - 6, 2026




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