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Private equityFirmcandidate pe · candidatelower middle market

Chartwell Investments

Private Equity

New York, NY

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:4019e507-b712-465b-bad6-0959ed4be3e2

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 20, 2026, 10:07 AM UTC and rebuilt at most every 15 minutes.

Relationships: 24
Dated events: 31
On other graphs: 1
Observed: Sep 13, 2026 to Sep 17, 2026
29 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Independent Sponsorsidentity

Chartwell Investments

Capital provider to sponsors · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Funds: 3
PE funds: 3
PE GAV, 2024 filing: $24.0Mgross asset value on Form ADV; never dry powder
Investments: 4
Active investments: 0
Size band: LOWER MIDDLE MARKETderivedproxy: $0.02bn Private Equity Fund GAV on the Form ADV filed 2024-03-20
Latest ADV filing: Mar 20, 2024
Website: chartwellinvestments.com

Funds

Fund	Vintage	Lifecycle	ADV type	Form D sold	GAV
Chartwell Overseas Partners II, LP	n/a	Mature	Private Equity Fund	n/a	$7.0M
Chartwell Investments II, LP	n/a	Mature	Private Equity Fund	n/a	$16.0M
Chartwell Coinvestors II, LP	n/a	Mature	Private Equity Fund	n/a	$1.0M

Investments

Company	State	Role	Control	Invested	Exited	Status
go to	n/a	unknown	unknown	n/a	n/a	unknown
We’re always looking for new investment opportunities.	n/a	unknown	unknown	n/a	n/a	unknown
Our Strategic Partners	n/a	unknown	unknown	n/a	n/a	unknown
Dsr	n/a	unknown	unknown	n/a	n/a	unknown

Relationships

Employs (17)

→ Amy HammarstromPersonExecutive Council
factThe subject's own site
→ Cliff PennellPersonExecutive Council
factThe subject's own site
→ Thomas ZahnPersonExecutive Council
factThe subject's own site
→ Julie WnekPersonExecutive Council
factThe subject's own site
→ Torrey GalidaPersonExecutive Council
factThe subject's own site
→ Mary GeorgePersonExecutive Council
factThe subject's own site
→ John DiabPersonExecutive Council
factThe subject's own site
→ Mark SkolnikPersonExecutive Council
factThe subject's own site
→ Lloyd AanonsenPersonFounder Council
factThe subject's own site
→ Lisa CasavantPersonFounder Council
factThe subject's own site
→ Mark RohrerPersonFounder Council
factThe subject's own site
→ Jack TomaykoPersonFounder Council
factThe subject's own site
→ Maria FaganPersonFounder Council
factThe subject's own site
→ Richard ChildressPersonFounder Council
factThe subject's own site
→ Gary KesslerPersonExecutive Council
factThe subject's own site
→ Ali DaubertPersonExecutive Council
factThe subject's own site
→ Michael Scott SheinPersonMember, Manager, Managing Partner
Jan 1, 2004 to presentfactForm ADV

Invested in (4)

→ Our Strategic PartnersCompanyunknown
factThe subject's own site
→ go toCompanyunknown
factThe subject's own site
→ We’re always looking for new investment opportunities.Companyunknown
factThe subject's own site
→ DSRCompanyunknown
factThe subject's own site

Manages (3)

→ Chartwell Investments II, LPFundPrivate Equity Fund
Feb 9, 2012 to presentfactForm ADV
→ Chartwell Overseas Partners II, LPFundPrivate Equity Fund
Feb 9, 2012 to presentfactForm ADV
→ Chartwell Coinvestors II, LPFundPrivate Equity Fund
Feb 9, 2012 to presentfactForm ADV

Dated events

29 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Aug 3, 2020
Firm news
CHIEF Partners with CECO Environmental in Forming EFM Equipment Company Joint Venture
The subject's own siteobserved 2 days ago
Occurred
Feb 9, 2012
Adviser first adv filing
Chartwell Investments first filed Form ADV in the extract (ERA)
Form ADVobserved 6 days ago

Show 29 bookkeeping events

First seen by DFX
Sep 17, 2026
date not stated
Guardian Fleet Services and Howard’s Wrecker Service Announce Partnership
First seen by DFX
Sep 17, 2026
date not stated
Guardian Fleet Services Completes the Acquisitions of West Nashville Wrecker & Dad's Towing
First seen by DFX
Sep 17, 2026
date not stated
Guardian Fleet Services Completes the Acquisition of Texas Auto Carriers
First seen by DFX
Sep 17, 2026
date not stated
Guardian Fleet Services Completes the Acquisition of Isaacs Wrecker Service
First seen by DFX
Sep 17, 2026
date not stated
CHIEF Capital Leads Growth Investment In World Water Works
First seen by DFX
Sep 17, 2026
date not stated
Michael Shein from CHIEF Capital Joins Source Capital's Investment Podcast: Perspectives of The Ever-Evolving Independent Sponsor Universe
First seen by DFX
Sep 17, 2026
date not stated
Guardian Fleet Services Completes the Acquisition of Roberts Heavy Duty Towing Inc., Expanding Reach to Lexington, KY
First seen by DFX
Sep 17, 2026
date not stated
Guardian Fleet Services Expands its Reach with Acquisition of Euless B&B Wrecker Service, Marking Entry into Texas Market
First seen by DFX
Sep 17, 2026
date not stated
Guardian Fleet Services Announces Acquisition / Merger of Emerald Transportation & Sapp's Wrecker Service
First seen by DFX
Sep 17, 2026
date not stated
CHIEF Capital Leads Growth Investment In Guardian Fleet Services
First seen by DFX
Sep 17, 2026
date not stated
CHIEF Capital Launches CHIEF Micro Cap (CMC) Investment Strategy
First seen by DFX
Sep 17, 2026
date not stated
CHIEF Capital Announces Deepak Sethi Promotion & Andrew Shein Joins the Team
First seen by DFX
Sep 17, 2026
date not stated
CHIEF Capital forms Blue Ocean Aesthetics Holdings and Leads Recapitalization of Rohrer Aesthetics
First seen by DFX
Sep 17, 2026
date not stated
Effox-Flextor-Mader, Inc. Closes Acquisition of General Rubber Corporation (GRC)
First seen by DFX
Sep 17, 2026
date not stated
Effox-Flextor-Mader, Inc. Enters Definitive Agreement to Acquire General Rubber Corporation (GRC)
First seen by DFX
Sep 17, 2026
date not stated
CHIEF Capital Successfully Exits Investment in TTG Imaging Solutions
First seen by DFX
Sep 17, 2026
date not stated
TTG Imaging Solutions Completes the Acquisition of Medical Imaging Technologies (MIT)
First seen by DFX
Sep 17, 2026
date not stated
CHIEF Capital Successfully Exits Investment in RQM+
First seen by DFX
Sep 17, 2026
date not stated
TTG Imaging Solutions Completes the Acquisition of Osiris Medical
First seen by DFX
Sep 17, 2026
date not stated
TTG Imaging Solutions Completes the Acquisition of Southwestern Imaging Systems & Services
First seen by DFX
Sep 17, 2026
date not stated
R&Q Acquires Maetrics to Form Largest Medical Device-focused Global Regulatory and Quality Consultancy
First seen by DFX
Sep 17, 2026
date not stated
TTG Imaging Solutions Acquires Nuclear Imaging Services LLC and Molecular Imaging Specialist
First seen by DFX
Sep 17, 2026
date not stated
CHIEF in Partnership with DFW Capital Partners Recapitalizes R&Q
First seen by DFX
Sep 17, 2026
date not stated
TTG Healthcare Acquires Northeast Electronics
First seen by DFX
Sep 17, 2026
date not stated
Chartwell Launches and Rebrands as Chartwell Investments Entrepreneur & Founder Capital, otherwise Known as CHIEF Capital
First seen by DFX
Sep 17, 2026
date not stated
We’re always looking for new investment opportunities.
Occurred
Feb 9, 2012
Chartwell Investments II, LP first reported on Form ADV by Chartwell Investments (Private Equity Fund), GAV $58,500,000
Occurred
Feb 9, 2012
Chartwell Overseas Partners II, LP first reported on Form ADV by Chartwell Investments (Private Equity Fund), GAV $18,200,000
Occurred
Feb 9, 2012
Chartwell Coinvestors II, LP first reported on Form ADV by Chartwell Investments (Private Equity Fund), GAV $3,300,000

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (Form ADV), 1 office address (Form ADV), 1 website (Form ADV) · as of 2026-09-13

Amy Hammarstrom
Executive Council · Revealable: 1 professional profile (firm website)
Thomas Zahn
Executive Council · Revealable: 1 professional profile (firm website)
Julie Wnek
Executive Council · Revealable: 1 professional profile (firm website)
Torrey Galida
Executive Council · Revealable: 1 professional profile (firm website)
Lloyd Aanonsen
Founder Council · Revealable: 1 professional profile (firm website)
Lisa Casavant
Founder Council · Revealable: 1 professional profile (firm website)
Mark Rohrer
Founder Council · Revealable: 1 professional profile (firm website)
Jack Tomayko
Founder Council · Revealable: 1 professional profile (firm website)
Maria Fagan
Founder Council · Revealable: 1 professional profile (firm website)
Richard Childress
Founder Council · Revealable: 1 professional profile (firm website)
Ali Daubert
Executive Council · Revealable: 1 professional profile (firm website)

Also named here, with no published line of their own (reach them through the firm): Cliff Pennell (Executive Council), Mary George (Executive Council), John Diab (Executive Council), Mark Skolnik (Executive Council), Gary Kessler (Executive Council), Michael Scott Shein (Member, Manager, Managing Partner).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Private Equity
Canonical id: dfx:pe:4019e507-b712-465b-bad6-0959ed4be3e2
First observed: Sep 13, 2026
Last observed: Sep 17, 2026 2 days ago
Source families: Federal regulator filings, Firm and issuer disclosures
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Chartwell Investments

Private Equity

New York, NY

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:4019e507-b712-465b-bad6-0959ed4be3e2

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 20, 2026, 10:07 AM UTC and rebuilt at most every 15 minutes.

Fund

Vintage

Lifecycle

ADV type

Form D sold

GAV

LPs

Chartwell Overseas Partners II, LP

n/a

Mature

Private Equity Fund

n/a

$7.0M

Chartwell Investments II, LP

n/a

Mature

Private Equity Fund

n/a

$16.0M

Chartwell Coinvestors II, LP

n/a

Mature

Private Equity Fund

n/a

$1.0M

Company

State

Role

Control

Invested

Exited

Status

go to

n/a

unknown

n/a

unknown

We’re always looking for new investment opportunities.

n/a

unknown

n/a

unknown

Our Strategic Partners

n/a

unknown

n/a

unknown

Dsr

n/a

unknown

n/a

unknown