Insights

Strong Investment Focus Chartwell Investment Partners specializes in equity and fixed-income strategies, targeting institutional and private clients, which indicates opportunities to tailor specialized investment solutions and expand relationships within these client segments.

Active Asset Expansion Recent investments in assets such as Patrick Industries and partnerships with companies like Boyd Gaming suggest ongoing portfolio diversification efforts, presenting potential for offering enhanced asset management and advisory services.

Data-Driven Decision Making Utilization of advanced tech stack including QlikView and Microsoft 365 demonstrates a commitment to sophisticated analysis and operational efficiency, opening doors for sales of financial analytics, technology platforms, and consulting support.

Growth in Revenue With revenues estimated between 50 to 100 million dollars and recent asset acquisitions, Chartwell shows solid financial health, making it a viable target for premium financial services, risk management solutions, and capital market offerings.

Potential for Market Expansion Chartwell’s focus on inefficiencies in various market segments and its strategic partnerships position it well for growth, indicating opportunities to introduce innovative investment products, ESG solutions, and technology upgrades aligned with its strategic goals.

Chartwell Investment Partners Tech Stack

Chartwell Investment Partners uses 8 technology products and services including Ruxit, QlikView, Microsoft 365, and more. Explore Chartwell Investment Partners's tech stack below.

  • Ruxit
    Analytics
  • QlikView
    Business Intelligence
  • Microsoft 365
    Email
  • AngularJS
    Javascript Frameworks
  • jQuery
    Javascript Libraries
  • .NET
    Programming Languages
  • Microsoft Teams
    Team Collaboration
  • Nginx
    Web Servers

Media & News

Chartwell Investment Partners's Email Address Formats

Chartwell Investment Partners uses at least 2 format(s):
Chartwell Investment Partners Email FormatsExamplePercentage
Last@chartwellip.comDoe@chartwellip.com
81%
FLast@chartwellip.comJDoe@chartwellip.com
11%
F.Last@chartwellip.comJ.Doe@chartwellip.com
5%
First@chartwellip.comJohn@chartwellip.com
3%

Frequently Asked Questions

Where is Chartwell Investment Partners's headquarters located?

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Chartwell Investment Partners's main headquarters is located at 1205 Westlakes Drive Suite 100 Berwyn, Pennsylvania United States. The company has employees across 2 continents, including North AmericaAsia.

What is Chartwell Investment Partners's phone number?

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You can contact Chartwell Investment Partners's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Chartwell Investment Partners's stock symbol?

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Chartwell Investment Partners is a publicly traded company; the company's stock symbol is N/A.

What is Chartwell Investment Partners's official website and social media links?

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Chartwell Investment Partners's official website is chartwellip.com and has social profiles on LinkedIn.

What is Chartwell Investment Partners's SIC code NAICS code?

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Chartwell Investment Partners's SIC code is 6733 - Trusts, Except Educational, Religious, and Charitable NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Chartwell Investment Partners have currently?

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As of February 2026, Chartwell Investment Partners has approximately 53 employees across 2 continents, including North AmericaAsia. Key team members include Head Of Sma Trading: J. T.Managing Partner & Ceo: J. R.Partner: R. C. P.. Explore Chartwell Investment Partners's employee directory with LeadIQ.

What industry does Chartwell Investment Partners belong to?

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Chartwell Investment Partners operates in the Investment Management industry.

What technology does Chartwell Investment Partners use?

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Chartwell Investment Partners's tech stack includes RuxitQlikViewMicrosoft 365AngularJSjQuery.NETMicrosoft TeamsNginx.

What is Chartwell Investment Partners's email format?

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Chartwell Investment Partners's email format typically follows the pattern of Last@chartwellip.com. Find more Chartwell Investment Partners email formats with LeadIQ.

When was Chartwell Investment Partners founded?

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Chartwell Investment Partners was founded in 1997.

Chartwell Investment Partners

Investment ManagementPennsylvania, United States51-200 Employees

Chartwell provides equity and fixed-income investment strategies to institutional, private clients, and clients of wrap fee programs through separate accounts, sub-advisory relationships and mutual funds. 
Equity Investment teams and strategies focus on the inherent inefficiencies available to astute, fundamentally oriented investors in small, mid, and large-capitalization equities. Fixed Income strategies leverage strong fundamental research capabilities to capitalize on inefficiencies in the investment grade and high yield credit space.

Section iconCompany Overview

Headquarters
1205 Westlakes Drive Suite 100 Berwyn, Pennsylvania United States
Phone number
SIC Code
6733 - Trusts, Except Educational, Religious, and Charitable
Stock Symbol
N/A
NAICS Code
5239 - Other Financial Investment Activities
Founded
1997
Employees
51-200

Section iconFunding & Financials

  • $50M$100M

    Chartwell Investment Partners's revenue is estimated to be in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    Chartwell Investment Partners's revenue is estimated to be in the range of $50M$100M

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