Investment adviser · CRD 106500
CHARTWELL CONSULTING USA LLC
Investment adviser filing (IA)
MONTCLAIR, NJ, United States · Form ADV filed Mar 22, 2022
- Employees
- 4 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Not available in this filing: Regulatory AUM, Client accounts.
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 6 | Not reported | Not reported |
| Charities | 2 | Not reported | Not reported |
| Government entities | 1 | Not reported | Not reported |
| Other clients | 2 | Not reported | Not reported |
Filing source
Form ADV 1606574 · Mar 22, 2022 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 22, 2022. View historical filings
Reported services
Pension consulting · Selection of other advisers
Compensation
Fixed
Principal office
34 PARK STREETMONTCLAIR, NJ, 07042-3440, United States
CRD 106500
Filing source
Form ADV 1606574 · Mar 22, 2022 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.