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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. ICI ETF Conference, Sep 8-10
    2. WE SoCal - Welcome Mixer at FutureProof, September 8
    3. WE US - ICI conference luncheon, September 8
    4. WE Chicago - Unstoppable: A Journey of Resilience and Redefining Limits, September 9
    5. MFDF webinar - Series Trust Funds - Compliance and Board Reporting, September 10
    6. Nicsa webinar - Reimagining Reconciliation: AI, Regulation, and Capital Markets Transformation, September 10
    7. MFDF In Focus - Board Oversight of DEI in Current Landscape, September 11
    8. WE San Francisco - Annual Networking Event, September 11
    9. 2025 MMI Institutional Forum, September 11
    10. IDC webinar - Distribution for Fund Directors: Evolution and Trends, September 15
    11. IMEA Content Management Roundtable, September 16
    12. IMEA 2025 Star Awards Celebration, September 16
    13. IMEA Marketing Summit, Sep 16-17
    14. MFDF webinar - MFDF 15(c) White Paper Webinar Series: Part 4 – Enforcement Action Takeaways, September 16
    15. MFDF webinar - Latest in Closed-End Funds Litigations, September 23
    16. WE PNW - Mentorship Program Virtual Session: Building Trust to Win New Business and Influence Others, September 23
    17. Nicsa webinar - Utilizing AI to Enhance Distribution & Advisor Engagement, September 24
    18. MFDF webinar - Fixed Income Insights: Navigating Market Trends & Opportunities, September 24
    19. IMEA Portfolio Construction Roundtable, September 24
    20. IMEA Models Roundtable, September 25
    21. Expect Miracles Atlantic Coast Classic 2025, September 29
    22. MFDF webinar - Risk Management Essentials for RICs and Boards, September 29
    23. MFDF webinar - Diligent - Tools for Fund Board Book, October 1
    24. 10th annual Fuse Forum, October 8
    25. MFDF webinar - Essential Strategies in Board Oversight of Operational Risk Management, October 14
    26. MFDF webinar - Series Trust Funds - Effective Board Relationships with Advisers, October 15




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