Chartwell Investment Partners
advisor33 known aliases resolved via the canonical alias map
Market position · 2024
Plans served107+1 YoYRank #186 of mapped providers
Assets under administration$67.4B0.1%Market share · rank #229
Fees received$10MMedian $52,642/planSum across Schedule C direct + indirect
Net wins YoY+29 won · 7 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Chartwell Investment Partners plan look like?
Service mix · median fees per plan
Count of plans where Chartwell Investment Partners ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Soft dollars commissions; Named fiduciary; Investment management fees paid directly by plan; Investment managementCode 28 | 72 | $53,932 | |
Trustee (discretionary); Shareholder servicing fees; Direct payment from the plan; Consulting (pension); Recordkeeping and information management (computing, tabulating, data processing, etc.); Finders' fees / placement fees; Other services; Distribution (12b-1) fees; Participant communication; Sub-transfer agency fees; Participant loan processingCode 15 | 13 | $73,425 | |
Soft dollars commissions; Investment management fees paid directly by planCode 51 | 12 | $38,188 | |
Investment advisory (plan); Investment management fees paid directly by plan; Investment management fees paid indirectly by planCode 27 | 3 | $53,309 | |
Sub-transfer agency fees; Participant communication; Finders' fees / placement fees; Other services; Distribution (12b-1) fees; Participant loan processing; Shareholder servicing fees; Direct payment from the plan; Consulting (pension); Trustee (discretionary)Code 17 | 2 | $97,654 | |
Investment management; Direct payment from the plan; Custodial (securities)Code 19 | 2 | $33,629 | |
Trustee (individual); Investment management fees paid directly by planCode 20 | 1 | $230,072 | |
Direct payment from the plan; LegalCode 29 | 1 | $151,756 |
Competitor overlap
Percent of Chartwell Investment Partners's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Chartwell Investment Partners.
| Sponsor | From | Assets |
|---|---|---|
GREATER PENNSYLVANIA CARPENTERS' PENSION FUNDPA · 256135570-001 | Victory Capital | $1.7B |
BOARD OF TRUSTEES, FELRA & UFCW PENSIONMD · 526128473-001 | Calibre CPA Group PLLC | $1.4B |
BOARD OF TRUSTEES, NO. CALIF. GLAZIERS ARCHITECTURAL METAL & GLASCA · 946083001-001 | The Segal Company | $526M |
MEDIANEWS GROUP, INC.CO · 760425553-008 | Prudential Retirement Insurance & Annuity Co. | $434M |
BOT OF RESILIENT FLOOR COVERING PENSION FUNDCA · 946284071-001 | PENN CAPITAL MANAGEMENT | $418M |
BOARD OF TRUSTEES - UFCW AND SAFEWAY VARIABLE ANNUITY PENSION FUNDMD · 862084988-001 | Calibre CPA Group PLLC | $31M |
LABORERS' LOCAL #157 ANNUITY FUNDNY · 141728182-001 | MICHAEL BRADY | $27M |
MG ELECTRIC INC.CA · 475207669-001 | (new plan) | $3M |
Plans lost in 2024
Appeared last year under Chartwell Investment Partners; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES, OPERATING ENGINEERS PENSION TRUST FUND OF WASHINGTOMD · 526038506-001 | Doyle Printing & Offset Co., Inc. | $194M |
AXENS NORTH AMERICA, INC.TX · 133529567-001 | Gallagher Fiduciary Advisors | $59M |
SPORTS ARENA EMPLOYEES LOCAL 137 RETIREMENT FUNDNY · 226073053-001 | NJBLS Welfare Fund | $39M |
BOARD OF TRUSTEES BRICKLAYERS & ALLIED CRAFTSMEN LOCAL 2 ANNUITY FDNY · 161298070-002 | OCIO Monitor | $15M |
CENTRAL ELECTRIC ENTERPRISES & COMPANYTX · 742023650-002 | (new plan) | $7M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
STEELWORKERS PENSION TRUSTPA · 236648508-499 | $7.2B | 123,674 | $946,460 | 7y | - |
HARTFORD FIRE INSURANCE COMPANYCT · 060383750-100 | $7.2B | 31,062 | $648,968 | 3y | - |
BOARD OF TRUSTEES, PENSION TRUST FUND FOR OPERATINGCA · 946090764-001 | $5.4B | 45,574 | $449,210 | 10y | - |
BOARD OF TRUSTEES EASTERN ATLANTIC STATES CARPENTERS PENSION FUNDPA · 231613018-001 | $5.0B | 39,234 | $260,125 | 7y | - |
INTL PAINTERS & ALLIED TRADES IND. PENSION FUND- BOARD OF TRUSTEESMD · 526073909-001 | $4.5B | 95,494 | $247,683 | 10y | - |
HIGHMARK HEALTHPA · 453674900-333 | $3.1B | 34,883 | $67,558 | 3y | - |
BOARD OF TRUSTEES EASTERN ATLANTIC STATES CARPENTERS ANNUITY FUNDPA · 222406812-002 | $2.2B | 34,950 | $103,437 | 2y | - |
JOINT BOARD OF TRUSTEES TEAMSTERS LOCAL 639 - EMPLOYERS PENSION TRUSTDC · 530237142-001 | $1.7B | 9,501 | $84,425 | 10y | - |
GREATER PENNSYLVANIA CARPENTERS' PENSION FUNDPA · 256135570-001 | $1.7B | 21,052 | $191,511 | 1y | 1 |
SHEET METAL WORKERS PENSION TRUSTCA · 516115939-001 | $1.6B | 12,741 | $230,072 | 6y | - |
Flag exposure
95.3%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (33)
Raw Schedule C names collapsed into Chartwell Investment Partners.
- BENECEPT CONSULTANTS, INC.
- BENECO
- BENECO SYSTEMS, LLC
- BENECO SYSTEMS. LLC
- BENECO TRUST COMPANY
- BENECOM ASSOCIATES, INC
- BENEDICT AND SLACK CPA
- BENEDICT AUDIT & TAX GROUP, LLC
- BENEFIT ADIMSTRATION CO LLC
- BENEFIT ADMIN. CO. LLC
- BENEFIT CO
- CHARTWELL INV PARTNERS
- CHARTWELL INVEST PARTNERS LC
- CHARTWELL INVESTMENT
- CHARTWELL INVESTMENT MANAGEMENT
- CHARTWELL INVESTMENT MANAGERS
- CHARTWELL INVESTMENT PARTNERS
- CHARTWELL INVESTMENT PARTNERS - PNC
- CHARTWELL INVESTMENT PARTNERS INC
- CHARTWELL INVESTMENT PARTNERS INC.
- CHARTWELL INVESTMENT PARTNERS LLC
- CHARTWELL INVESTMENT PARTNERS LP
- CHARTWELL INVESTMENT PARTNERS, INC.
- CHARTWELL INVESTMENT PARTNERS, LLC
- CHARTWELL INVESTMENT PARTNERS, LLP
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Chartwell Investment Partners's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 3 | 2.80% | 26.94% | -24.14 pp |
| Late contributions | 5 | 4.67% | 1.71% | +2.96 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 0.93% | 1.76% | -0.82 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Chartwell Investment Partners. Compare to the incumbent market share (0.2%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.2 pp vs incumbent
Frequent partners by role
Who else shows up on Chartwell Investment Partners's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Susanin Widman & Brennan PC | 11 | 10.3% |
| Slevin & Hart PC | 10 | 9.3% |
| Morgan Lewis & Bockius LLP | 7 | 6.5% |
| O'Donoghue & O'Donoghue LLP | 7 | 6.5% |
| Abato, Rubenstein & Abato, P.A. | 5 | 4.7% |
| Blitman & King LLP | 4 | 3.7% |
| Cleary, Josem & Trigiani LLP | 4 | 3.7% |
| Kraw & Kraw Law Group | 4 | 3.7% |
| Meyer Unkovic & Scott LLP | 4 | 3.7% |
| Saltzman & Johnson Law Corporation | 4 | 3.7% |
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).