Glenmede Investment Management, LP is a large advisory firm based in Philadelphia. It manages $15.28 billion of regulatory assets for 2,144 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 49 other states.
Glenmede Investment Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for businesses and institutional clients, and provide model portfolio for overlay accounts. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Glenmede Investment Management, LP is $15.28 billion. The firm's AUM has grown by 198% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Glenmede Investment Management, LP for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to insurance companies, investment companies, charitable organizations, other investment advisers, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of James Robert Belanger is investment companies with 20 clients and $10.7 billion of assets under management. Among the 11 most similar advisory firms, Glenmede Investment Management has the 2nd highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $15.28 billion for 2,144 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Glenmede Investment Management doesn't advise any private funds.
The company employs 47 people that are either part- or full-time employees. 51 percent of the employees work as investment advisers or researchers. 8 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
James Robert Belanger has been acting as President since 1 Jan 2007. Scott William Mcgough joined the executive team most recently as the Director Of Fixed Income, Gtc.
The principal office where Glenmede Investment Management, LP performs its advisory services is located at 1650 Market Street, One Liberty Place, Philadelphia, PA 19103, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 215-419-6000 or by fax 215-640-3771. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at glenmedeim.com.