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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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