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 and Maryland (although they are present in other states as well).
Most Chartwell Investment Partners clients are health and welfare funds with revenues ranging from $29 million to $205 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 | General Employees Trust Fund | 501(c)(9) | Brisbane, CA | ||
| 4 | Operating Engineers Local No 825 Welfare Fund | 501(c)(9) | Springfield, NJ | ||
| 5 | Electrical Welfare Trust Fund | 501(c)(9) | Lanham, MD | ||
| 6 | National Stabilization AGREEMENT OF The Sheet Metal Industry Trust FUND | 501(c)(9) | Falls Church, VA | ||
| 7 | Iron Workers Locals 40 361 and 417 Health Fund | 501(c)(9) | New York, NY | ||
| 8 | IUPAT District Council 21 | 501(c)(9) | Philadelphia, PA | ||
| 9 | Central States Joint Board Health and Welfare Trust Fund | 501(c)(9) | Hillside, IL | ||
| 10 | Sheet Metal Workers Health Fund of Local Union No 19 | 501(c)(9) | Philadelphia, PA | ||
| ... | and 41 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, Kestra Advisory Services LLC, Wilmington Trust, JP Morgan Chase Bank N.a., Matrix Trust Company, Fidelity, Alerus Financial, N.a., Principal, Oneamerica Retirement Services LLC, and Paychex, Inc..
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