Glenmede Investment Management, LP

RIASEC Registered
Total AUM
$6.2B
Discretionary
$5.8B
94% of AUM
Avg account
$6M
Accounts
1,025
Employees
41
Advisory reps
13

Firm details

Headquarters
Philadelphia, Pennsylvania
CRD number
108165
Registered since
August 25, 2000
Fee structure
Percentage of AUM, Other
Client types
  • Investment Companies53.71%
  • HNWI28.31%
  • Pooled Investment Vehicles6.81%
  • Other6.09%
  • Charitable Organizations2.77%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Glenmede Investment Management, LP is an institutional registered investment adviser that describes itself as a capital allocator for both individual/family and institutional clients. The firm is SEC-registered (registration year 2000) and manages portfolios across traditional and pooled vehicles. Advisory services include portfolio management for individuals and small businesses, investment companies, pooled investment vehicles, and institutional/business clients. Glenmede indicates active participation in ESG investing and operates in capacities beyond pure advisory work — it has business affiliations as a CPO/CTA and serves as a sponsor, general partner or managing member of pooled investment vehicles, and maintains ties with trust company activity. Its fee model includes percentage-of-AUM pricing and other fee arrangements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 98%, Public Funds/Mutual Funds 1%, Cash & Cash Equivalents 1%98%
  • Exchange Traded Equities98%
  • Public Funds/Mutual Funds1%
  • Cash & Cash Equivalents1%

Owners & executives

3 of 5
  • Jason Pride

    Jason Pride

    Chief of InvestmentsCRD 2982428

  • Gordon Fowler

    Gordon Fowler

    Chief Investment OfficerCRD 4714921

  • Maria Mcgarry

    Maria Mcgarry

    Chief Compliance OfficerCRD 4418483

Unlock 2 more executives →

Contacts

3 of 8
  • Michael Crow

    Michael Crow

    Portfolio ManagerCRD 4601759

  • Vladimir De Vassal

    Vladimir De Vassal

    Director of Quantitative ResearchCRD 4766975

  • Peter Zuleba

    Peter Zuleba

    DirectorCRD 3081926

Unlock 5 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 338

Active vs passive

$6.9B in ETFs

Passive

87%

$6B

Active

11%

$895M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD 500 INDEX FUND (VOO)VanguardPassiveLarge Blend$1.3B1,843,15318.24%

Location

Primary office

Philadelphia, PA

Philadelphia

Location

Philadelphia, PA

Headquartered in Philadelphia, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Philadelphia
Address
1650 Market St 1 Liberty Pl
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth