DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Glenmede Investment Management, LP
Latest filing Mar 27, 2026
First filing on the tape Mar 30, 2012 · 19 filings
SEC status approved since Aug 25, 2000
RAUM
$6.2B
reported, Item 5.F
Discretionary
94%
of RAUM
Private clients
28%
$1.8B individuals and HNW
Advisors
6
registered through the firm on IAPD
RAUM per advisor
$1.0B
derived; firm RAUM over IAPD count
Employees
41
21 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
19 filings and snapshots on the tape
RAUM$6.2B as of Mar 27, 2026
Mar 30, 2012$5.2B then
HNW client RAUM$1.8B as of Mar 27, 2026
Mar 29, 2018$90.0M then
State-registered IARs (5.B.3)0 as of Mar 27, 2026
Mar 30, 20120 then
Employees (5.A)41 as of Mar 27, 2026
Apr 1, 201332 then
Private funds: no history
RAUM -12% over the last fiscal year-18% a year over threeIARs 5 to 0
Practice profile
derived from the filing of Mar 27, 2026; every figure names its basis
Archetypes, each a printed rule
- Bank affiliated · Item 7.A.6 or 7.A.7 (bank or trust company affiliate) and a bank, bancorp or trust company as a 50 percent or greater owner on Schedule A
- Dual wealth and asset manager · private-client share 20 to 60 percent and fund or institutional share at least 30 percent
- RAUM per advisor
- $1.0BderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 153derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.9MderivedHNW RAUM over HNW clients
- Average account
- $6.0MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 94%derivedof RAUM
- Institutional
- 3.6%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 6.8derivedItem 5.A over advisors
- Advisors per office
- 6.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- -12%derivedbetween the last two annual amendments
- Advisor growth, one year
- -100%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -20%derived
- Compensation
- percentage of assets, otherreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, portfolio management for investment companies, otherreportedItem 5.G
- Wrap fee program
- participatesreportedItem 5.I
- Ownership
- a bank, bancorp or trust company is a 50 percent or greater ownerderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- an independent public accountant performs a surprise examination (9.C.1)
- a related person acts as qualified custodian (9.D.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Investment companies$3.3B57%
- High-net-worth individuals$1.8B30%
- Pooled investment vehicles$422M7.3%
- Charitable organizations$172M2.9%
- Other investment advisers$58.1M1.0%
- Insurance companies$49.9M0.9%
- Corporations and businesses$35.3M0.6%
- Individual clients
- 0reported
- HNW clients
- 915reported
- Pension plan clients
- 0reported
- Charitable clients
- 49reported
- Accounts
- 1,025reported
- Financial planning clients
- reported
- Wrap fee programs
- $0 sponsored, $84.1M managedreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.28 fund_share=0.61 institutional_share=0.04 related_bd=false related_bank=true bd_reps=7.0derived
Advisors registered through the firm
6 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Paul Thomas SullivanChartered Financial Analyst | Philadelphia, Pa | Mar 20, 2007 | 19 y | 0 |
| Peter John ZulebaChartered Financial Analyst | Philadelphia, Pa | Mar 20, 2007 | 22 y | 0 |
| Vladimir De VassalChartered Financial Analyst | Philadelphia, Pa | Mar 21, 2007 | 19 y | 0 |
| Michael Cravens Crow | Philadelphia, Pa | Aug 15, 2008 | 18 y | 0 |
| Jason Douglas PrideChartered Financial Analyst | Philadelphia, Pa | Jan 11, 2010 | 28 y | 2 |
| Sean Edward HeronChartered Financial Analyst | Philadelphia, Pa | Aug 5, 2010 | 20 y | 0 |
Advisor movement
1 left, 0 joined in 12 months
net -1 in 12 months1 left in 90 days0 joined in 90 daysdeparture rate 17% of current headcount1 left over 36 months
Left, latest
- Adam Mark Conish to UBS Financial Services Inc.Jun 30, 2026 · RIA to wirehouse
- Kevin Allen Heckman to Rockefeller Capital ManagementMay 24, 2023 · RIA to affiliated broker-dealer or bank
- Michael Raymond Goold to Old Slip Registered Investment Advisors, LLCNov 23, 2021 · Other
- Casey Collins Clark to Rockefeller Capital ManagementFeb 3, 2021 · Other
- George Francis Foley to Global Currents Investment Management, LLCApr 3, 2008 · Other
- Geoffrey Joseph Deasey to Ameriserv Wealth Advisors IncApr 3, 2008 · Other
Joined, latest
- Michael Raymond Goold from Sei Investments Management CorpDec 5, 2013 · Other
- Jason Douglas Pride from Haverford Financial Services, Inc.Jan 11, 2010 · Other
- Geoffrey Joseph Deasey from Andres Capital Management,LLCMar 20, 2007 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Charles Michael Addeo · Director Of Administrationcontrolsince 07/2025 · owns less than 5%
- Do Not Use Duplicate Record · Directorcontrolsince 01/2007 · owns less than 5%
- Anne Elizabeth Eldridge · Presidentcontrolsince 11/2024 · owns less than 5%
- Briere Stacey Gilbert · Chief Investment Officercontrolsince 06/2021 · owns less than 5%
- Francis John Mccabe · Managing Director And General Counselcontrolsince 06/2022 · owns less than 5%
- Rose Maria Mcgarry · Chief Compliance Officercontrolsince 09/2011 · owns less than 5%
- E Christoper Mcguire · Director Of Administrationcontrolsince 10/2019 · owns less than 5%
- Raj Tewari · Director/Chief Operations Officercontrolsince 12/2018 · owns less than 5%
- John Peter Zuleba · Directorcontrolsince 04/2010 · owns less than 5%
Entity owners
- Gatepost Partners, LLC · General Partner/Ownerdirect · owns less than 5%
- The Glenmede Trust Company, N.A. · Limited Partner/Ownerdirect · owns 75% or more
- The Glenmede Corporation · 100% Owner Of Glenmede Trust Companyindirect · owns 75% or more of The Glenmede Trust Company
Related persons
Schedule D 7.A
- The Glenmede Trust Company Of Delawaren
- The Glenmede Trust Company, N.A.bankpooled vehicle sponsory
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Philadelphia, Pa · principal | 6 | 0 | 1 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
6 against comparable advisers; where to look, not conclusions
- account count collapseChange between filings · filing Mar 27, 2026accounts (Item 5.F.2.f) moved from 2,174.0 to 1,025.0 (-53.0%) between the annual amendments of 2025-03-28 and 2026-03-27; the peer median change was +8.0% (253 comparable advisers, 2.0th percentile of changes)peers: independent wealth managers, $5B to $20B (253) · 2.0% percentile
- advisor count dropChange between filings · filing Mar 27, 2026advisory representatives (Item 5.B.3) moved from 5.0 to 0.0 (-100.0%) between the annual amendments of 2025-03-28 and 2026-03-27; the peer median change was +6.0% (220 comparable advisers, 0.0th percentile of changes)peers: independent wealth managers, $5B to $20B (220) · 0.0% percentile
- control person changedChange between filings · filing Mar 27, 2026MCCABE, JOHN, FRANCIS (MANAGING DIRECTOR AND GENERAL COUNSEL) appeared on Schedule A between the filings of 2024-11-05 and 2026-03-27peers: independent wealth managers, $5B to $20B (289)
- control person changedChange between filings · filing Mar 27, 2026ADDEO, MICHAEL, CHARLES (DIRECTOR OF ADMINISTRATION) appeared on Schedule A between the filings of 2024-11-05 and 2026-03-27peers: independent wealth managers, $5B to $20B (289)
- control person changedChange between filings · filing Mar 27, 2026GILBERT, STACEY, BRIERE (CHIEF INVESTMENT OFFICER) left Schedule A between the filings of 2024-11-05 and 2026-03-27peers: independent wealth managers, $5B to $20B (289)
- control person changedChange between filings · filing Mar 27, 2026McGuire, Christoper, E (DIRECTOR OF ADMINISTRATION) left Schedule A between the filings of 2024-11-05 and 2026-03-27peers: independent wealth managers, $5B to $20B (289)
What changed
consecutive filings, newest first
- Accounts · 2,174 to 1,025Mar 28, 2025 to Mar 27, 2026
- Advisory employees · 22 to 21Mar 28, 2025 to Mar 27, 2026
- BD registered reps · 5 to 7Mar 28, 2025 to Mar 27, 2026
- Charity clients · 1 to 49Mar 28, 2025 to Mar 27, 2026
- Corporate clients · 2 to 10Mar 28, 2025 to Mar 27, 2026
- HNW clients · 1,142 to 915Mar 28, 2025 to Mar 27, 2026
- Employees · 33 to 41Mar 28, 2025 to Mar 27, 2026
- State-registered IARs · 5 to 0Mar 28, 2025 to Mar 27, 2026
- Discretionary RAUM · $6.6B to $5.8BMar 28, 2025 to Mar 27, 2026
- HNW RAUM · $1.9B to $1.8BMar 28, 2025 to Mar 27, 2026
- Non-discretionary RAUM · $481M to $377MMar 28, 2025 to Mar 27, 2026
- Pooled vehicle RAUM · $341M to $422MMar 28, 2025 to Mar 27, 2026
- RAUM · $7.1B to $6.2BMar 28, 2025 to Mar 27, 2026
- Accounts · 3,027 to 2,174Nov 5, 2024 to Mar 28, 2025
- Advisory employees · 30 to 22Nov 5, 2024 to Mar 28, 2025
- BD registered reps · 6 to 5Nov 5, 2024 to Mar 28, 2025
- Charity clients · 2 to 1Nov 5, 2024 to Mar 28, 2025
- Corporate clients · 7 to 2Nov 5, 2024 to Mar 28, 2025
- HNW clients · 2,869 to 1,142Nov 5, 2024 to Mar 28, 2025
- Pension plan clients · 1 to 0Nov 5, 2024 to Mar 28, 2025
- Employees · 41 to 33Nov 5, 2024 to Mar 28, 2025
- Financial planning clients · unset to Nov 5, 2024 to Mar 28, 2025
- State-registered IARs · 6 to 5Nov 5, 2024 to Mar 28, 2025
- Discretionary RAUM · $12B to $6.6BNov 5, 2024 to Mar 28, 2025
- HNW RAUM · $5.3B to $1.9BNov 5, 2024 to Mar 28, 2025
- Non-discretionary RAUM · $298M to $481MNov 5, 2024 to Mar 28, 2025
- Pension RAUM · 24332518.0 to unsetNov 5, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $185M to $341MNov 5, 2024 to Mar 28, 2025
- RAUM · $12B to $7.1BNov 5, 2024 to Mar 28, 2025
- Wrap assets (manager) · $117M to $84.1MNov 5, 2024 to Mar 28, 2025
- Accounts · 3,016 to 3,027Mar 30, 2023 to Mar 21, 2024
- Corporate clients · 8 to 7Mar 30, 2023 to Mar 21, 2024
- HNW clients · 2,847 to 2,869Mar 30, 2023 to Mar 21, 2024
- Pooled vehicle clients · 2 to 3Mar 30, 2023 to Mar 21, 2024
- Assets in custody · 0.0 to unsetMar 30, 2023 to Mar 21, 2024
- Employees · 42 to 41Mar 30, 2023 to Mar 21, 2024
- State-registered IARs · 7 to 6Mar 30, 2023 to Mar 21, 2024
- Discretionary RAUM · $11B to $12BMar 30, 2023 to Mar 21, 2024
- HNW RAUM · $4.9B to $5.3BMar 30, 2023 to Mar 21, 2024
- Non-discretionary RAUM · $275M to $298MMar 30, 2023 to Mar 21, 2024
Signals
15 dated events
- Adam Mark Conish left Glenmede Investment Management, Lp for Ubs Financial Services Inc. (registered 2026-08-28)Jun 30, 2026 · Advisor changed firm · fact
- Glenmede Investment Management, Lp reported RAUM $7.1B, down 41% from $12.0B (2024-11-05 to 2025-03-28)Mar 28, 2025 · RAUM change · derived
- Anne Elizabeth Eldridge (President) appeared on Schedule A of Glenmede Investment Management, LpNov 5, 2024 · Control person joined · fact
- E. Kent Weaver (President And Director) no longer on Schedule A of Glenmede Investment Management, Lp (listed 2024-03-21, absent 2024-11-05)Nov 5, 2024 · Control person left · inference
- Kevin Allen Heckman left Glenmede Investment Management, Lp for Rockefeller Capital Management (registered 2023-03-10)May 24, 2023 · Advisor changed firm · fact
- Briere Stacey Gilbert (Chief Investment Officer) appeared on Schedule A of Glenmede Investment Management, LpMar 30, 2022 · Control person joined · fact
- Glenmede Investment Management, Lp reported RAUM $11.2B, down 28% from $15.5B (2020-07-23 to 2021-03-30)Mar 30, 2021 · RAUM change · derived
- Jordan Savitch (Director/Chief Legal Officer) no longer on Schedule A of Glenmede Investment Management, Lp (listed 2020-07-23, absent 2021-03-30)Mar 30, 2021 · Control person left · inference
- E. Kent Weaver (Director/Sales And Client Service) appeared on Schedule A of Glenmede Investment Management, LpApr 30, 2020 · Control person joined · fact
- E Christoper Mcguire (Director Of Administration) appeared on Schedule A of Glenmede Investment Management, LpApr 30, 2020 · Control person joined · fact
- Bridger Mary Ann Wirts (Director, Chief Administrative Officer) no longer on Schedule A of Glenmede Investment Management, Lp (listed 2019-03-29, absent 2020-04-30)Apr 30, 2020 · Control person left · inference
- Glenmede Investment Management, Lp reported 8 state-registered advisory representatives, down from 23 (2018-03-29 to 2019-03-29)Mar 29, 2019 · Advisor headcount change · derived
- Raj Tewari (Director/Chief Operations Officer) appeared on Schedule A of Glenmede Investment Management, LpMar 29, 2019 · Control person joined · fact
- Jordan Savitch (Director/Chief Legal Officer) appeared on Schedule A of Glenmede Investment Management, LpMar 29, 2019 · Control person joined · fact
- Ann Laura Williamson (Director/Executive Officer) no longer on Schedule A of Glenmede Investment Management, Lp (listed 2018-03-29, absent 2019-03-29)Mar 29, 2019 · Control person left · inference
Across DFX
shared identifiers only, never a name match
- Glenmede Investment Management, LP · Private Equityshared crd · intermediary
How to reach
public business contact points only, each with its source
- Firm profile
- LINKEDIN.COM/COMPANY/GLENMEDE-INVESTMENT-MANAGEMENTreportedpublic record, Form ADV, Sep 17, 2026
- Website
- GLENMEDEIM.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 215-419-6000reportedpublic record, Form ADV, Mar 27, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Wealth manager with institutional or fund businessderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $1.0Bderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026
Across the graphs
Glenmede Investment Management, LP is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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