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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 - AI and Third-Party Oversight, November 10
    2. 2025 Nicsa Asset & Wealth Management Summit, Nov 11-12
    3. IDC Director Segment Meeting - Directors of Alternative Investment Products, November 11
    4. IMEA webinar - The Evolving RIA Marketplace & Increasing Use of Active ETFs, November 12
    5. ALFI Roadshow to Miami, November 12
    6. MFDF webinar - Mutual Fund CCO Compensations: The MPI Annual Survey Update, November 13
    7. ALFI Roadshow to Houston, November 13
    8. 2025 Expect Miracles In Boston Gala, November 13
    9. WE Washington DC - Fall Happy Hour, November 13
    10. 2025 MMI Legal & Compliance Virtual Forum, November 13
    11. Citywire Private Assets Retreat 2025, Nov 13-14
    12. IMEA Institutional Roundtable, November 18
    13. WE South - Offshore 360: the Macro View, November 19
    14. IDC Director Segment Meeting - Directors at Small Fund Complexes, November 19
    15. Nicsa ETF Share Classes Operational Considerations, November 19
    16. MFDF webinar - ETF Dual-Class Relief Impacts on Board Oversight, November 19
    17. ICI Retail Alternatives and Closed-End Funds Conference, November 20
    18. ICI Securities Law Developments Conference, November 20
    19. MFDF webinar - Essential Strategies in Board Oversight of AI, Cybersecurity, and Emerging Technology Risks, December 1
    20. MFDF In Focus - Gartenberg Factors, December 2
    21. MFDF webinar - Digital Assets Regulatory Updates & Trends in the Industry, December 3
    22. MFDF webinar - Fixed Income Insights: Navigating Market Trends & Opportunities, December 9
    23. MFDF webinar - Navigating Co-Investment Relief for Fund Boards, December 16
    24. MFDF webinar - 2025 Fair Valuation Pricing Survey Update, December 18
    25. MFDF 2026 Directors' Institute, January 26 - 28, 2026
    26. MFDF 2026 Fund Governance & Regulatory Insights Conference, March 5 - 6, 2026




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