Chartwell Investment Partners is a firm that provides investment management, fiduciary trustee, financial advisor, and commercial bank to nonprofit clients. They primarily provide their services regionally, with most clients in Pennsylvania, Maryland, and California (although they are present in other states as well).
Most Chartwell Investment Partners clients are health and welfare funds with revenues ranging from $18 million to $170 million.
Previous legal names, trade names, or just variations of their name include: Chartwell Investment Partners, LLC; and Chartwell Investment MGR.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | American Federation of Government Employees | 501(c)(5) | Washington, DC | ||
| 2 | Neca IBEW Family Medical Care Trust Fund | 501(c)(9) | Rockville, MD | ||
| 3 | Operating Engineers Local No 825 Welfare Fund | 501(c)(9) | Springfield, NJ | ||
| 4 | Electrical Welfare Trust Fund | 501(c)(9) | Lanham, MD | ||
| 5 | Iron Workers Locals 40 361 and 417 Health Fund | 501(c)(9) | New York, NY | ||
| 6 | Operating Engineers Welfare Fund of Eastern Pa & Delaware Local 542 | 501(c)(9) | Fort Washington, PA | ||
| 7 | IUPAT District Council 21 | 501(c)(9) | Philadelphia, PA | ||
| 8 | Sheet Metal Workers Health Fund of Local Union No 19 | 501(c)(9) | Philadelphia, PA | ||
| 9 | The Members Retirement Plan (ILPF) | 501(c)(18) | St Charles, IL | ||
| 10 | United Food and Commercial Workers Union Local 1262 and Employers Health and Welfare | 501(c)(9) | Clifton, NJ | ||
| ... | and 34 more Chartwell Investment Partners not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Chartwell Investment Partners in the nonprofit sector include Raymond James and Associates, Alerus Financial, N.a., Kestra Advisory Services LLC, Matrix Trust Company, Wilmington Trust, Fidelity, Charles Schwab Bank, Massachusetts Mutual Life Insurance Co., Newport Trust Company, and Bank Of New York Mellon.
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