Disclosure Information

Form CRS – Customer Relationship Summary – March 2024

Chartwell Investment Partners, LLC (“Chartwell,” “we,” or “us”) is registered with the U.S. Securities and Exchange Commission (“SEC”) as an Investment Adviser. Brokerage and investment advisory services and fees differ. It is important for a retail investor to understand the differences. There are free and simple tools available for investors to research firms and financial professionals at Investor.gov/CRS. This site also provides educational materials about broker-dealers, investment advisers, and investing.

Form ADV 2A

This brochure provides information about the qualifications and business practices of Chartwell Investment Partners, LLC. (“Chartwell”). If you have any questions about the contents of this brochure, please contact us at 610-296-1400 or info@chartwellip.com. The information in this brochure has not been approved or verified by the United States Securities and Exchange Commission (“SEC”) or by any state securities authority.

Privacy Policy

In managing your account, Chartwell Investment Partners (CIP) obtains certain nonpublic personal information about you. CIP keeps this information confidential and safeguards it from being improperly disclosed. CIP only uses and discloses this information to the extent necessary to provide services to you or as otherwise permitted by law. This policy applies to existing and former clients of CIP.

NOTICE

Chartwell Investment Partners has prepared the attached fact sheet you are about to view for illustrative purposes only. Information contained herein is believed to be accurate but cannot be guaranteed. Opinions represented are not intended as an offer or solicitation with respect to the purchase or sale of any security and are subject to change without notice. This fact sheet describes an investment mandate generally utilized for separately managed investment portfolios with certain asset levels. For information on investment vehicles available for institutional portfolios with assets of $5,000,000 or more visit our investment strategies web pages. For individuals seeking separately managed portfolios of $250,000 or more, visit our Individual Investing web page. And for retail investments of $1,000 or more, visit our Mutual Funds web pages.

This publication has been prepared without taking into account your objectives, financial situation or needs. Before acting on this information, you should consider its appropriateness having regard to your objectives, financial situation or needs. Individual investors and institutional investors may have different investment horizons, liquidity needs and risk tolerances. In addition, fees that may be incurred by an investor in any of the funds sponsored by Chartwell Investment Partners may be different than fees incurred by an institutional portfolio investing in similar assets of those in which the funds invest.

You acknowledge and agree that Chartwell Investment Partners does not assume any duties, obligations, or liabilities to you in connection with this fact sheet or your access to or examination of it. You hereby release and agree not to make a claim against, collectively or individually, Chartwell Investment Partners or its present, future, or former partners, directors, employees or agents (collectively referred to as Chartwell Investment Partners) or its affiliates, for any matter in any manner.

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