CHARTWELL INVESTMENT PARTNERS, LLC

HTTP://WWW.CHARTWELLIP.COM BERYWN, PA Investment Advisor How do I update this listing?

Also known as:

  • CHARTWELL INVESTMENT PARTNERS INC

Chartwell Investment Partners is based out of Berywn. Chartwell Investment Partners is a large advisory firm with discretionary assets under management (AUM) of $5,237,879,808 (Form ADV from 2013-03-27). Their last reported 13F filing for Q2 2019 included $3,064,716,000 in managed 13F securities and a top 10 holdings concentration of 10.6%. Chartwell Investment Partners's largest holding is Microsoft Corp. with shares held of 442,114. Whalewisdom has at least 77 13F filings, and 22 13G filings

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06/30/2019

13F Sector Allocation Over Time

06/30/2019

13F Activity

  • Market Value $3.065 Billion
  • Prior Market Value $3.093 Billion
  • New Purchases33 stocks
  • Additional Purchases132 stocks
  • Sold out of58 stocks
  • Reduced holdings in232 stocks
  • Top 10 Holdings % 10.60 %
  • Turnover % [1]:22.36%
  • Turnover Alt % [2]: 11.42 %
  • Time Held Top20:3.50 quarters
  • Time Held Top10:2.20 quarters
  • Time Held All:12.61 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-05-15

Performance for Q1 2019: 5.49%
Performance Last 4 Quarters: 9.33%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR/A (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2013-09-30 - 13F-HR (Subscription required)
  • 2013-06-30 - 13F-HR (Subscription required)
  • 2013-03-31 - 13F-HR (Subscription required)
  • 2012-12-31 - 13F-HR (Subscription required)
  • 2012-09-30 - 13F-HR (Subscription required)
  • 2012-06-30 - 13F-HR (Subscription required)
  • 2012-03-31 - 13F-HR (Subscription required)
  • 2011-12-31 - 13F-HR (Subscription required)
  • 2011-09-30 - 13F-HR (Subscription required)
  • 2011-06-30 - 13F-HR (Subscription required)
  • 2011-03-31 - 13F-HR (Subscription required)
  • 2010-12-31 - 13F-HR (Subscription required)
  • 2010-09-30 - 13F-HR (Subscription required)
  • 2010-06-30 - 13F-HR (Subscription required)
  • 2010-03-31 - 13F-HR (Subscription required)
  • 2009-12-31 - 13F-HR (Subscription required)
  • 2009-09-30 - 13F-HR (Subscription required)
  • 2009-06-30 - 13F-HR (Subscription required)
  • 2009-03-31 - 13F-HR (Subscription required)
  • 2008-12-31 - 13F-HR/A (Subscription required)
  • 2008-12-31 - 13F-HR (Subscription required)
  • 2008-09-30 - 13F-HR (Subscription required)
  • 2008-06-30 - 13F-HR (Subscription required)
  • 2008-03-31 - 13F-HR (Subscription required)
  • 2007-12-31 - 13F-HR (Subscription required)
  • 2007-09-30 - 13F-HR (Subscription required)
  • 2007-06-30 - 13F-HR (Subscription required)
  • 2007-03-31 - 13F-HR (Subscription required)
  • 2006-12-31 - 13F-HR (Subscription required)
  • 2006-09-30 - 13F-HR (Subscription required)
  • 2006-06-30 - 13F-HR (Subscription required)
  • 2006-03-31 - 13F-HR (Subscription required)
  • 2005-12-31 - 13F-HR (Subscription required)
  • 2005-09-30 - 13F-HR (Subscription required)
  • 2005-06-30 - 13F-HR (Subscription required)
  • 2005-03-31 - 13F-HR (Subscription required)
  • 2004-12-31 - 13F-HR (Subscription required)
  • 2004-09-30 - 13F-HR (Subscription required)
  • 2004-06-30 - 13F-HR (Subscription required)
  • 2004-03-31 - 13F-HR (Subscription required)
  • 2003-12-31 - 13F-HR (Subscription required)
  • 2003-09-30 - 13F-HR (Subscription required)
  • 2003-06-30 - 13F-HR (Subscription required)
  • 2003-03-31 - 13F-HR (Subscription required)
  • 2002-12-31 - 13F-HR (Subscription required)
  • 2002-09-30 - 13F-HR (Subscription required)
  • 2002-06-30 - 13F-HR (Subscription required)
  • 2002-03-31 - 13F-HR (Subscription required)
  • 2001-12-31 - 13F-HR (Subscription required)
  • 2001-09-30 - 13F-HR (Subscription required)
  • 2001-06-30 - 13F-HR (Subscription required)
  • 2001-03-31 - 13F-HR (Subscription required)
This lets you look at individual sub managers or subsidiaries within the 13F filing.

13F Managers

Subsidiaries/Managers included in latest 13F
Name
FIRST TRUST ADVISORS, LP

View Last Form Adv Compilation Report on Record

CHARTWELL INVESTMENT PARTNERS
Classified as Hedge Fund
1235 WESTLAKES DR SUITE 400
BERWYN PA    19312
Country: UNITED STATES

Business Phone: 610-296-1400
Fax: 610-296-1430
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm,Investment advisor to an investment company
Form of Organization: Limited Partnership
Organized in: PA
Number of employees: 45
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees,Performance-based fees
Amount of client funds and securities:
Total Number of Clients: 0
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Recent Insider Transactions

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CHARTWELL INVESTMENT PARTNERS, LLC

ownership team - last updated 2019-03-28
Name Title Start Date Direct/Indirect % Ownership
TRISTATE CAPITAL HOLDINGS, INC. MANAGING MEMBER 07/01/2015 Direct 75% or more
Fund Name Position direct/indirect start date end date
CHARTWELL ACQUISITION, INCORPORATED OWNER direct 2014-01-01
CHARTWELL INVESTMENT PARTNERS, LLC MANAGING MEMBER direct 2015-07-01
GETZ, JAMES, FRANCIS CHAIRMAN 03/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
CHARTWELL INVESTMENT PARTNERS, LLC CHAIRMAN direct 2014-03-01
FEDERATED INVESTMENT COUNSELING TRUSTEE direct 1999-03-01 2001-07-03
FEDERATED INVESTMENT COUNSELING TRUSTEE, EVP direct 1999-03-01 2006-02-15
CHARTWELL ACQUISITION, INCORPORATED CHIEF EXECUTIVE OFFICER AND PRESIDENT direct 2014-01-01 2014-02-19
HAGAR, GEORGE, GREGORY CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER, TREASURER AND SECRETARY 03/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
CHARTWELL INVESTMENT PARTNERS MANAGING PARTNER/CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER direct 1997-09-01
CHARTWELL INVESTMENT PARTNERS, LLC CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER, TREASURER AND SECRETARY direct 2015-03-01
CHARTWELL INVESTMENT PARTNERS PARTNER/CHIEF FINANCIAL OFFICER direct 1997-09-01 2005-03-15
CHARTWELL INVESTMENT PARTNERS PARTNER/CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER direct 1997-09-01 2010-03-31
CHARTWELL INVESTMENT PARTNERS, INC. CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER, TREASURER AND SECRETARY direct 2014-03-01 2015-02-20
CHARTWELL INVESTMENT PARTNERS, INC. CHIEF FINANCIAL OFFICER, TREASURER AND SECRETARY direct 2015-03-01 2015-07-23
RIDDLE, TIMOTHY, JOSEPH CHIEF EXECUTIVE OFFICER 03/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
CHARTWELL INVESTMENT PARTNERS MANAGING PARTNER/CHIEF EXECUTIVE OFFICER direct 1997-03-01
CHARTWELL INVESTMENT PARTNERS, LLC CHIEF EXECUTIVE OFFICER direct 2014-03-01
CHARTWELL INVESTMENT PARTNERS MANAGING PARTNER/CHIEF OPERATING OFFICER/COMPLIANCE OFFICER direct 1997-03-01 2001-02-28
CHARTWELL INVESTMENT PARTNERS MANAGING PARTNER/CHIEF EXECUTIVE OFFICER/COMPLIANCE OFFICER direct 1997-03-01 2005-03-15
MOLINO, LUANN, MARIE CHIEF COMPLIANCE OFFICER 03/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
ZEKE CAPITAL ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2008-01-01
CHARTWELL INVESTMENT PARTNERS, LLC CHIEF COMPLIANCE OFFICER direct 2015-03-01
MCCLOSKEY, MICHAEL, JAMES MANAGING PARTNER, DIRECTOR OF CLIENT SERVICES & MARKETING 03/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
CHARTWELL INVESTMENT PARTNERS MANAGING PARTNER/PRESIDENT/DIRECTOR OF CLIENT SERVICES AND MARKETING direct 1997-03-01
CHARTWELL INVESTMENT PARTNERS, LLC MANAGING PARTNER, DIRECTOR OF CLIENT SERVICES & MARKETING direct 2014-03-01
CHARTWELL INVESTMENT PARTNERS MANAGING PARTNER/DIRECTOR OF CLIENT SERVICES AND MARKETING direct 1997-03-01 2001-02-28

CHARTWELL INVESTMENT PARTNERS, LLC

ownership team - last updated 2017-03-27
Name Title Start Date Direct/Indirect % Ownership
TRISTATE CAPITAL HOLDINGS, INC. MANAGING MEMBER 07/01/2015 Direct 75% or more
Fund Name Position direct/indirect start date end date
CHARTWELL ACQUISITION, INCORPORATED OWNER direct 2014-01-01
CHARTWELL INVESTMENT PARTNERS, LLC MANAGING MEMBER direct 2015-07-01
GETZ, JAMES, FRANCIS CHAIRMAN 03/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
CHARTWELL INVESTMENT PARTNERS, LLC CHAIRMAN direct 2014-03-01
FEDERATED INVESTMENT COUNSELING TRUSTEE direct 1999-03-01 2001-07-03
FEDERATED INVESTMENT COUNSELING TRUSTEE, EVP direct 1999-03-01 2006-02-15
CHARTWELL ACQUISITION, INCORPORATED CHIEF EXECUTIVE OFFICER AND PRESIDENT direct 2014-01-01 2014-02-19
HAGAR, GEORGE, GREGORY CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER, TREASURER AND SECRETARY 03/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
CHARTWELL INVESTMENT PARTNERS MANAGING PARTNER/CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER direct 1997-09-01
CHARTWELL INVESTMENT PARTNERS, LLC CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER, TREASURER AND SECRETARY direct 2015-03-01
CHARTWELL INVESTMENT PARTNERS PARTNER/CHIEF FINANCIAL OFFICER direct 1997-09-01 2005-03-15
CHARTWELL INVESTMENT PARTNERS PARTNER/CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER direct 1997-09-01 2010-03-31
CHARTWELL INVESTMENT PARTNERS, INC. CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER, TREASURER AND SECRETARY direct 2014-03-01 2015-02-20
CHARTWELL INVESTMENT PARTNERS, INC. CHIEF FINANCIAL OFFICER, TREASURER AND SECRETARY direct 2015-03-01 2015-07-23
RIDDLE, TIMOTHY, JOSEPH CHIEF EXECUTIVE OFFICER 03/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
CHARTWELL INVESTMENT PARTNERS MANAGING PARTNER/CHIEF EXECUTIVE OFFICER direct 1997-03-01
CHARTWELL INVESTMENT PARTNERS, LLC CHIEF EXECUTIVE OFFICER direct 2014-03-01
CHARTWELL INVESTMENT PARTNERS MANAGING PARTNER/CHIEF OPERATING OFFICER/COMPLIANCE OFFICER direct 1997-03-01 2001-02-28
CHARTWELL INVESTMENT PARTNERS MANAGING PARTNER/CHIEF EXECUTIVE OFFICER/COMPLIANCE OFFICER direct 1997-03-01 2005-03-15
MOLINO, LUANN, MARIE CHIEF COMPLIANCE OFFICER 03/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
ZEKE CAPITAL ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2008-01-01
CHARTWELL INVESTMENT PARTNERS, LLC CHIEF COMPLIANCE OFFICER direct 2015-03-01
MCCLOSKEY, MICHAEL, JAMES MANAGING PARTNER, DIRECTOR OF CLIENT SERVICES & MARKETING 03/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
CHARTWELL INVESTMENT PARTNERS MANAGING PARTNER/PRESIDENT/DIRECTOR OF CLIENT SERVICES AND MARKETING direct 1997-03-01
CHARTWELL INVESTMENT PARTNERS, LLC MANAGING PARTNER, DIRECTOR OF CLIENT SERVICES & MARKETING direct 2014-03-01
CHARTWELL INVESTMENT PARTNERS MANAGING PARTNER/DIRECTOR OF CLIENT SERVICES AND MARKETING direct 1997-03-01 2001-02-28

CHARTWELL INVESTMENT PARTNERS

ownership team - last updated 2013-03-27
Name Title Start Date Direct/Indirect % Ownership
ANTOIAN, EDWARD, NISHAN MANAGING PARTNER/CHIEF INVESTMENT OFFICER 03/01/1997 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
CHARTWELL INVESTMENT PARTNERS MANAGING PARTNER/CHIEF INVESTMENT OFFICER direct 1997-03-01
ZEKE CAPITAL ADVISORS, LLC MANAGING MEMBER, CHIEF INVESTMENT OFFICER direct 2008-01-01
CHARTWELL INVESTMENT PARTNERS MANAGING PARTNER/PORTFOLIO MANAGER direct 1997-03-01 2010-03-31
CHARTWELL INVESTMENT PARTNERS, INC. CHIEF INVESTMENT OFFICER -- GROWTH GROUP direct 2014-03-01 2015-07-23
SCHAFFER, BERNARD, PHILIP MANAGING PARTNER/SENIOR PORTFOLIO MANAGER 03/01/1997 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
CHARTWELL INVESTMENT PARTNERS MANAGING PARTNER/SENIOR PORTFOLIO MANAGER direct 1997-03-01
CHARTWELL INVESTMENT PARTNERS MANAGING PARTNER/PORTFOLIO MANAGER direct 1997-03-01 2010-03-31
MELICH, KEVIN, ALEXANDER MANAGING PARTNER/SENIOR PORTFOLIO MANAGER 03/01/1997 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
CHARTWELL INVESTMENT PARTNERS MANAGING PARTNER/SENIOR PORTFOLIO MANAGER direct 1997-03-01
CHARTWELL INVESTMENT PARTNERS MANAGING PARTNER/PORTFOLIO MANAGER direct 1997-03-01 2010-03-31
RIDDLE, TIMOTHY, JOSEPH MANAGING PARTNER/CHIEF EXECUTIVE OFFICER 03/01/1997 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
CHARTWELL INVESTMENT PARTNERS MANAGING PARTNER/CHIEF EXECUTIVE OFFICER direct 1997-03-01
CHARTWELL INVESTMENT PARTNERS, LLC CHIEF EXECUTIVE OFFICER direct 2014-03-01
CHARTWELL INVESTMENT PARTNERS MANAGING PARTNER/CHIEF OPERATING OFFICER/COMPLIANCE OFFICER direct 1997-03-01 2001-02-28
CHARTWELL INVESTMENT PARTNERS MANAGING PARTNER/CHIEF EXECUTIVE OFFICER/COMPLIANCE OFFICER direct 1997-03-01 2005-03-15
MCCLOSKEY, MICHAEL, JAMES MANAGING PARTNER/PRESIDENT/DIRECTOR OF CLIENT SERVICES AND MARKETING 03/01/1997 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
CHARTWELL INVESTMENT PARTNERS MANAGING PARTNER/PRESIDENT/DIRECTOR OF CLIENT SERVICES AND MARKETING direct 1997-03-01
CHARTWELL INVESTMENT PARTNERS, LLC MANAGING PARTNER, DIRECTOR OF CLIENT SERVICES & MARKETING direct 2014-03-01
CHARTWELL INVESTMENT PARTNERS MANAGING PARTNER/DIRECTOR OF CLIENT SERVICES AND MARKETING direct 1997-03-01 2001-02-28
DALRYMPLE, DAVID, C MANAGING PARTNER/SENIOR PORTFOLIO MANAGER 03/01/1997 Direct less than 5%
Fund Name Position direct/indirect start date end date
CHARTWELL INVESTMENT PARTNERS MANAGING PARTNER/SENIOR PORTFOLIO MANAGER direct 1997-03-01
CHARTWELL INVESTMENT PARTNERS MANAGING PARTNER/PORTFOLIO MANAGER direct 1997-03-01 2010-03-31
JESSUP, WINTHROP, STACEY RETIRED - LIMITED PARTNER 12/01/2005 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
CHARTWELL INVESTMENT PARTNERS RETIRED - LIMITED PARTNER direct 2005-12-01
RIGEL CAPITAL LLC CEO direct 2009-02-01
CORNERSTONE INVESTMENT PARTNERS, LLC INDEPENDENT DIRECTOR/ELECTED MANAGER direct 2012-01-01
CHARTWELL INVESTMENT PARTNERS MANAGING PARTNER/PRESIDENT direct 1997-04-01 2001-02-28
GOULD INVESTMENT PARTNERS LLC PARTNER direct 2004-02-01 2004-02-05
GOULD INVESTMENT PARTNERS LLC PARTNER direct 2004-04-01 2005-03-29
CHARTWELL INVESTMENT PARTNERS MANAGING PARTNER/CHAIRMAN direct 1997-04-01 2005-09-14
OFSTIE, HAROLD, ARNE RETIRED - LIMITED PARTNER 12/01/2005 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
CHARTWELL INVESTMENT PARTNERS RETIRED - LIMITED PARTNER direct 2005-12-01
CHARTWELL INVESTMENT PARTNERS MANAGING PARTNER/PORTFOLIO MANAGER direct 1997-07-01 2005-09-14
JONES, MICHAEL, DONALD MANAGING PARTNER/PORTFOLIO MANAGER 10/01/1998 Direct less than 5%
Fund Name Position direct/indirect start date end date
CHARTWELL INVESTMENT PARTNERS MANAGING PARTNER/PORTFOLIO MANAGER direct 1998-10-01
NALEVANKO, MICHAEL, JOHN PARTNER/HEAD TRADER 07/01/1999 Direct less than 5%
Fund Name Position direct/indirect start date end date
CHARTWELL INVESTMENT PARTNERS PARTNER/HEAD TRADER direct 1999-07-01
HAGAR, GEORGE, GREGORY MANAGING PARTNER/CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER 09/01/1997 Direct less than 5%
Fund Name Position direct/indirect start date end date
CHARTWELL INVESTMENT PARTNERS MANAGING PARTNER/CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER direct 1997-09-01
CHARTWELL INVESTMENT PARTNERS, LLC CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER, TREASURER AND SECRETARY direct 2015-03-01
CHARTWELL INVESTMENT PARTNERS PARTNER/CHIEF FINANCIAL OFFICER direct 1997-09-01 2005-03-15
CHARTWELL INVESTMENT PARTNERS PARTNER/CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER direct 1997-09-01 2010-03-31
CHARTWELL INVESTMENT PARTNERS, INC. CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER, TREASURER AND SECRETARY direct 2014-03-01 2015-02-20
CHARTWELL INVESTMENT PARTNERS, INC. CHIEF FINANCIAL OFFICER, TREASURER AND SECRETARY direct 2015-03-01 2015-07-23
MAVERICK PARTNERS L.P. LIMITED PARTNER 03/01/1997 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
CHARTWELL INVESTMENT PARTNERS LIMITED PARTNER direct 1997-03-01
WESCOTT FINANCIAL ADVISORY GROUP LLC SHAREHOLDER direct 1987-02-01 2003-04-02
TOBUREN, ANDREW, SCOTT SENIOR PORTFOLIO MANAGER 06/01/1999 Direct less than 5%
Fund Name Position direct/indirect start date end date
CHARTWELL INVESTMENT PARTNERS SENIOR PORTFOLIO MANAGER direct 1999-06-01
CHARTWELL INVESTMENT PARTNERS VICE PRESIDENT, PORTFOLIO MANAGER direct 1999-06-01 2010-03-31
CHARTWELL INVESTMENT PARTNERS PRINCIPAL, SENIOR PORTFOLIO MANAGER direct 1999-06-01 2011-03-31
POLLACK, MARIA, E PARTNER, DIRECTOR OF CLIENT ADMINISTRATION 06/01/2002 Direct less than 5%
Fund Name Position direct/indirect start date end date
CHARTWELL INVESTMENT PARTNERS PARTNER, DIRECTOR OF CLIENT ADMINISTRATION direct 2002-06-01
WILLIAMS, CHRISTINE, FRAMPTON MANAGING PARTNER, SENIOR PORTFOLIO MANAGER 08/01/2003 Direct less than 5%
Fund Name Position direct/indirect start date end date
CHARTWELL INVESTMENT PARTNERS PARTNER, SENIOR PORTFOLIO MANAGER direct 2003-08-01
CHARTWELL INVESTMENT PARTNERS MANAGING PARTNER, SENIOR PORTFOLIO MANAGER direct 2003-08-01
ANDRESS, JOHN, EDWARD PARTNER, CLIENT SERVICES & MARKETING 08/01/2003 Direct less than 5%
Fund Name Position direct/indirect start date end date
CHARTWELL INVESTMENT PARTNERS PARTNER, CLIENT SERVICES & MARKETING direct 2003-08-01
HEFFERN, JOHN, ADRIAN MANAGING PARTNER/SENIOR PORTFOLIO MANAGER 08/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
CHARTWELL INVESTMENT PARTNERS MANAGING PARTNER/SENIOR PORTFOLIO MANAGER direct 2005-08-01
KUGLER, DOUGLAS, WALTER LIMITED PARTNER/PORTFOLIO MANAGER 12/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
CHARTWELL INVESTMENT PARTNERS PORTFOLIO MANAGER direct 2005-12-01
CHARTWELL INVESTMENT PARTNERS LIMITED PARTNER/PORTFOLIO MANAGER direct 2005-12-01
CHARTWELL GP, INC. GENERAL PARTNER 03/01/1997 Direct less than 5%
Fund Name Position direct/indirect start date end date
CHARTWELL INVESTMENT PARTNERS GENERAL PARTNER direct 1997-03-01
CHOI, DAVID LIMITED PARTNER, PORTFOLIO ANALYST 02/01/1999 Direct less than 5%
Fund Name Position direct/indirect start date end date
CHARTWELL INVESTMENT PARTNERS LIMITED PARTNER, PORTFOLIO ANALYST direct 1999-02-01
BOBCAT PARTNERS GENERAL PARTNER OF MAVERICK PARTNERS, L.P. MAVERICK PARTNERS, L.P. 03/01/1997 Indirect Other
Fund Name Position direct/indirect start date end date
CHARTWELL INVESTMENT PARTNERS GENERAL PARTNER OF MAVERICK PARTNERS, L.P. indirect 1997-03-01
CHARTWELL INVESTMENT PARTNERS GENERAL PARTNER indirect 1997-03-01 2005-09-14

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
CHARTWELL VALUE OPPORTUNITIES, L.P. UNITED STATES 805-5389166378 Hedge Fund 10,000,000 500,000

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