Glenmede Investment Management, Lp
- Regulatory AUM
- $6.2B
- Discretionary
- $5.8B
- Clients
- 1,025
- Avg AUM / client
- $6.0M
- Accounts
- 1,025
- Employees
- 41
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 915 | $1.8B | 28.3% |
| Investment companies | 14 | $3.3B | 53.7% |
| Pooled investment vehicles (non-investment companies) | 3 | $422M | 6.81% |
| Charitable organizations | 49 | $172M | 2.77% |
| Other investment advisers | 27 | $58.1M | 0.94% |
| Insurance companies | 1 | $49.9M | 0.8% |
| Corporations and other businesses | 10 | $35.3M | 0.57% |
| Other | 6 | $377M | 6.09% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Community Resources For Independence, Inc. 401(k) Profit Sharing Plan Community Resources For Independence, Inc. | 2024 | |
| Mcgill, Power, Bell & Associates, Llp 401(k) And Profit Sharing Plan Mcgill, Power, Bell & Associates, Llp | 2024 |
People (12)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Duplicate Record, Do Not Use | Director | Jan 2007 (20y) | Less than 5% | |
| Peter John Zuleba | Director | CFA | Mar 2007 (19y) | Less than 5% |
| Mcgarry, Maria, Rose | Chief Compliance Officer | Sep 2011 (15y) | Less than 5% | |
| Tewari, Raj | Director/Chief Operations Officer | Dec 2018 (8y) | Less than 5% | |
| Mc Guire, Christoper, E | Director Of Administration | Oct 2019 (7y) | Less than 5% | |
| Gilbert, Stacey, Briere | Chief Investment Officer | Jun 2021 (5y) | Less than 5% | |
| Eldridge, Elizabeth, Anne | President | Nov 2024 (2y) | Less than 5% | |
| Paul Thomas Sullivan | Registered representative | CFA | Mar 2007 (19y) | |
| Vladimir De Vassal | Registered representative | CFA | Mar 2007 (19y) | |
| Michael Cravens Crow | Registered representative | Aug 2008 (18y) | ||
| Jason Douglas Pride | Registered representative | CFA | Jan 2010 (17y) | |
| Sean Edward Heron | Registered representative | CFA | Aug 2010 (16y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| The Glenmede Trust Company, N.A. | Limited Partner/Owner | Jan 2007 | A | 75% or more |
| Gatepost Partners, Llc | General Partner/Owner | Jan 2007 | A | Less than 5% |
| The Glenmede Corporation | 100% Owner Of Glenmede Trust Company | Jun 2000 | B | 75% or more of The Glenmede Trust Company (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Community Resources For Independence, Inc. 401(k) Profit Sharing Plan | Community Resources For Independence, Inc. | 315 | $12.5M | 07/01/2024 |
| Mcgill, Power, Bell & Associates, Llp 401(k) And Profit Sharing Plan | Mcgill, Power, Bell & Associates, Llp | 117 | $11.9M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1.19 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
Allegations: FINRA CLAIMED THAT JOYCE ENGAGED IN A PREARRANGED ROUND-TRIP TRANSACTION IN 2010 IN VIOLATION OF ITS RULES, AND IN 2012 SIGNED A LETTER TO FINRA CONTAINING MISINFORMATION RELATED TO THAT TRANSACTION. Status: Final Sanction Detail: A 12 MONTH SUSPENSION FROM AFFILIATION WITH FINRA MEMBERS IN ALL CAPACITIES. Summary: THE ACTION, INVOLVED CONDUCT OCCURRING IN 2010 AND 2012, AND WAS RESOLVED IN 2016. ALL FINES WERE PAID AND THE SUSPENSION HAS ENDED. JOYCE WAS NOT REGISTERED OR REQUIRED TO BE REGISTERED WITH FINRA AT THE TIME OF RESOLUTION NOR IS HE CURRENTLY REQUIRED TO BE REGISTERED WITH FINRA.
Disclosure text reproduced verbatim from the firm's own Form ADV filings.
How they charge
- • Percentage of assets under management
- • Other fees
- • ASSET BASED FEES FROM MODEL ONLY RECIPIENTS
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗