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
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Background:
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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.
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Sponsored Opportunities
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Key People:
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