Glenmede Investment Management, LP
Registered investment adviser · Philadelphia, PA · CRD #108165
Form ADV data as of 2026-09-01Regulatory assets
$6.20 billion
Total accounts
1,025
Employees
41
Disclosure events
2
Firm details
- Website: http://www.glenmedeim.com
- Telephone: 215-419-6000
- SEC file number: 801-57826
- Most recent Form ADV filing: 2026-03-27
- SEC record: View this firm on the SEC's IAPD site
Disciplinary disclosures
This firm reports 2 disclosure questions answered Yes, covering 2 reported events. Form ADV Item 11 covers charges and pending proceedings as well as findings, so a Yes answer is not itself a finding of wrongdoing. The underlying detail is filed with the SEC.
- A self-regulatory organization found a violation of its rules
- A self-regulatory organization expelled, suspended, barred, or restricted the firm
Assets and accounts
| Provides continuous and regular supervisory or management services | Yes |
| Discretionary regulatory assets under management | $5.82 billion |
| Non-discretionary regulatory assets under management | $377.4 million |
| Total regulatory assets under management | $6.20 billion |
| Discretionary accounts | 1,019 |
| Non-discretionary accounts | 6 |
| Total accounts | 1,025 |
| Regulatory assets under management attributable to non-U.S. persons | $441.5 million |
People
| Total employees (excluding clerical) | 41 |
| Employees performing investment advisory functions (including research) | 21 |
| Employees who are registered representatives of a broker-dealer | 7 |
| Employees registered as investment adviser representatives with a state | 0 |
| Employees registered as IARs for another investment adviser | 0 |
| Employees who are licensed insurance agents | 0 |
| Firms or persons who solicit advisory clients on the firm's behalf | 0 |
Custody
| Has custody of client cash or bank accounts | No |
| Has custody of client securities | No |
| A related person has custody of client cash or bank accounts | Yes |
| A related person has custody of client securities | Yes |
| Client funds and securities held in a related person's custody | $628,393 |
| Clients for whom a related person has custody | 5 |
| The firm acts as a qualified custodian | No |
| A related person acts as a qualified custodian | Yes |
| Number of persons acting as qualified custodians for the firm's clients | 1 |
How the firm is compensated
Advisory services offered
Other business activities
Affiliated related persons
Reported conflicts of interest
Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:
- Receives soft dollar benefits
- Provides employee compensation specifically for obtaining clients
Client types
| Type of client | Clients | Assets |
|---|---|---|
| High net worth individuals | 915 | $1.75 billion |
| Investment companies | 14 | $3.33 billion |
| Pooled investment vehicles (other than investment companies and BDCs) | 3 | $422.0 million |
| Charitable organizations | 49 | $171.7 million |
| Other investment advisers | 27 | $58.1 million |
| Insurance companies | 1 | $49.9 million |
| Corporations or other businesses not listed above | 10 | $35.3 million |
| Other | 6 | $377.4 million |