Chartwell Investment Partners

What Chartwell Investment Partners does

Chartwell Investment Partners, LLC is a US SEC-registered boutique active investment management firm founded in 1997 and headquartered in Berwyn, Pennsylvania. The firm manages approximately $10.5 billion in assets under management (as of 3/31/2026) and is a wholly owned subsidiary of Raymond James Investment Management, itself a subsidiary of Raymond James Financial. Chartwell offers 13 distinct active equity and fixed income strategies organized across four categories: Value Equity (Small Cap Value, Mid Cap Value), Growth Equity (Small Cap Growth, Large Cap Growth), Equity Income (Dividend Value, Covered Call), and Fixed Income (Core, Core Plus, Intermediate, Short Duration BB-Rated High Yield, Short Duration High Grade Corporate, Short Duration Investment Grade, and Strategic Issue High Yield). The firm's investment process is anchored in fundamental bottom-up company research with intensive analysis by tenured portfolio management teams characterized by low turnover.

The firm's offerings are delivered through a multi-vehicle distribution model: directly managed Separate Accounts (with a $5 million minimum) for institutional clients, Mutual Funds (Classes A, C, I, and R-6 within the Carillon Chartwell Family of Funds), Collective Investment Trusts (CITs) and Commingled Trust Funds (CTFs) for retirement plan markets, and UCITS sub-funds of Raymond James Funds for non-US resident investors. Distribution is executed through an institutional sales team embedded within Raymond James Investment Management, with dedicated consultant relations support. The firm became an affiliate of Raymond James Investment Management in 2022 and a signatory to the UN-supported Principles for Responsible Investment in 2019. Earlier growth was supplemented by the acquisitions of The Killen Group in 2016 and Columbia Partners Investment Management's Large Cap Equity and Fixed Income business in 2018.

Chartwell monetizes through investment management fees charged as a percentage of assets under management across its strategies and vehicle types (subscription/recurring revenue). Pricing is disclosed through its Form ADV 2A, with separate account minimums set at $5 million and fee cadences billed annually. The firm serves three primary customer segments: Institutional Investors (pension funds, endowments, foundations, insurance companies), Advisory Clients (financial advisors and wealth managers), and Individual Investors accessing strategies via mutual funds and CITs. Revenue, specific contract values, and customer-level concentration are not publicly disclosed.

Name

Chartwell Investment Partners

Legal name

Chartwell Investment Partners, LLC

Website

https://chartwellip.com

Company type

Private

Founded year

1997

Operating status

Operating

Headcount range

101–250 employees

Short description

Chartwell Investment Partners is a US SEC-registered boutique active investment management firm managing approximately $10.5 billion in equity and fixed income strategies for institutional and advisory clients. Founded in 1997, it operates as a wholly owned subsidiary of Raymond James Investment Management.

Ownership category

akta.pro rank

Product category

Institutional Asset Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Equity Mutual Funds (Active) (FSAAAEAA)

Keywords

• Active equity management
• Fixed income management
• Institutional asset management
• Separately managed accounts
• Boutique investment management

Headquarters

HQ city

Berwyn

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Investment Management Fees: Chartwell generates revenue through investment management fees charged on assets under management across their equity and fixed income strategies. Fees are typically charged based on a percentage of AUM, with separate account minimums of $5 million.

Pricing tiers

Go-to-market motion1 record

Distribution channels5 records

Marketing channels3 records

Core offering

Chartwell Investment Partners is a boutique active investment management firm that delivers equity and fixed income investment strategies to institutional and advisory clients. The firm manages approximately $10.5 billion in assets across 13 distinct strategies spanning Value Equity, Growth Equity, Equity Income, and Fixed Income approaches, distributed through Separate Accounts, Mutual Funds, Collective Investment Trusts, Commingled Trust Funds, and UCITS vehicles.

Product overview

Chartwell Investment Partners offers a comprehensive suite of active equity and fixed income investment strategies delivered through a boutique investment management approach. The company's product portfolio consists of 13 distinct investment strategies across four main categories: Equity Income Strategies (Dividend Value Strategy and Covered Call Strategy), Growth Equity Strategies (Large Cap Growth and Small Cap Growth), Value Equity Strategies (Mid Cap Value and Small Cap Value), and Fixed Income Strategies (Core Fixed Income, Core Plus Fixed Income, Intermediate Fixed Income, Short Duration BB-Rated High Yield, Short Duration High Grade Corporate, Short Duration Investment Grade, and Strategic Issue High Yield). These strategies are available through Separate Accounts, Mutual Funds, Collective Investment Trusts (CITs), and Commingled Trust Funds (CTFs), with approximately $10.5 billion in assets under management as of March 31, 2026.

Differentiator

Problem solved

Functional benefit

Products and services

• Small Cap Value Strategy Value equity strategy targeting small-cap companies with the objective of outperforming the Russell 2000 Value Index over the long-term while producing lower risk scores than the benchmark. Designed for institutional and advisory clients.
• Mid Cap Value Strategy Value equity strategy targeting mid-cap companies with the objective of outperforming the Russell Midcap Value Index over the long-term while producing lower risk scores than the benchmark. Designed for institutional and advisory clients.
• Small Cap Growth Strategy
• Large Cap Growth Strategy
• Dividend Value Strategy
• Covered Call Strategy
• Core Fixed Income Strategy
• Core Plus Fixed Income Strategy
• Intermediate Fixed Income Strategy
• Short Duration BB-Rated High Yield Fixed Income Strategy
• Short Duration High Grade Corporate Fixed Income Strategy
• Short Duration Investment Grade Fixed Income Strategy
• Strategic Issue High Yield Fixed Income Strategy

Segments3 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• UN-supported Principles for Responsible Investment (UN PRI)minorStrategic or Co-development PartnerChartwell is a signatory to the UN-supported Principles for Responsible Investment, committing to uphold the 6 Principles for Responsible Investment which reflects their belief in the value creation of sustainable investment practices.

Scale indicators3 records

Recent moves11 records

Expansion highlights5 records

Direct peers

• Calamos Asset Management: Boutique active investment manager offering equity, fixed income, and alternative strategies to institutional and intermediary clients. Comparable in boutique positioning, multi-strategy lineup, and SEC-registered RIA model.
• Ariel Investments: Boutique active equity manager with value and SMID strategies offered to institutional and retail clients. Comparable boutique fundamental active approach with similar institutional focus.
• Tortoise Capital Advisors: Boutique specialty active manager focused on income/dividend-oriented strategies for institutional and intermediary clients. Comparable boutique active equity-income focus with similar channel distribution.
• Wedgewood Partners: Boutique active equity manager focused on high-conviction large cap strategies for institutional and wealth channels. Comparable boutique active fundamental approach and intermediary-focused distribution.
• Cohen & Steers: Specialty active manager focused on real assets/real estate strategies with institutional and intermediary distribution. Comparable boutique publicly-listed active manager serving institutional clients via similar vehicles.
• Vaughan Nelson Investment Management: Boutique active equity and fixed income manager (~mid-teens AUM) focused on value and SMID strategies for institutional and intermediary clients. Closely matches Chartwell's mid-size boutique active fundamental profile.
• Glenmede: Privately-held boutique active investment manager serving institutional and private wealth clients with equity and fixed income strategies. Comparable boutique size, multi-channel distribution, and fundamental active approach.
• Eagle Asset Management: Also a wholly-owned subsidiary of Raymond James Investment Management, offering active equity and fixed income strategies to institutional and intermediary clients. The closest direct peer given shared parent, overlapping distribution channels, and parallel active fundamental approach.
• Westwood Holdings Group: Mid-size active investment manager providing equity and fixed income strategies to institutional and intermediary clients. Similar AUM scale, multi-strategy active fundamental approach, and SEC-registered RIA structure.

Broad incumbents

• Eaton Vance (Morgan Stanley Investment Management): Large diversified active manager offering equity, fixed income, and multi-asset strategies across institutional and retail channels. Represents the larger incumbent active manager that Chartwell aspires to scale toward.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/chartwell-investment-partners

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Chartwell Investment Partners