SourcingSourcing

GLENMEDE INVESTMENT MANAGEMENT, LP

C39
CRD 108165·SEC 801-57826·PHILADELPHIA, PA
AUM
$6.20B
$1B+
Est. Revenue
$62.0M
@ 1% on AUM
Est. EBITDA
$18.6M
@ 30% margin
Est. Deal Value
$148.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GLENMEDE INVESTMENT MANAGEMENT, LP
CRD
108165
SEC file #
801-57826
EIN
000000000
DBA names
—

Economics

AUM
$6.20B
AUM band
$1B+
AUM trajectory
'20'26
$15.28B → $6.20B▼ -59%
Client mix
Individuals High Net Worth915
Charitable Organizations49
Other Investment Advisers27
Investment Companies14
Corporations10

Operations

Employees (total)
41
Advisory staff (per ADV)
21
Advisory staff (5-yr trend)
'20'26
24 advisors → 21 advisors▼ -12%
Primary office
PHILADELPHIA PA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMOther Compensation

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
glenmedeim.com

Compliance

Disclosures (firm)
2
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
THE GLENMEDE TRUST COMPANY, N.A.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
9
Control Persons
THE GLENMEDE TRUST COMPANY, N.A.
ADDEO, MICHAEL, CHARLES
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
GLENMEDEIM.COM
Rdap Domain Creation Date
2006-09-06T14:06:22Z
Rdap Firm Age Years
20
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
2
Form 5500 Compensation Trajectory 3y
20250
20260
Form 5500 Plan Count Trajectory 3y
20251
20261
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Cik
0000314949
Edgar Registered
Yes
Edgar Filing Count
168
Edgar First Filing Date
1996-02-13
Edgar Last Filing Date
2026-02-17
Edgar 13f Count
156
Edgar 13f Latest AUM Estimate
Filing Date2026-02-17
Accession0001398344-26-003230
Edgar Former Names
GLENMEDE TRUST CO

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
7
Bc Firm IAR Count
7
Custodian Candidates
Full
Charles Schwab4
E*trade4
State Street2
Edgar Addresses
Mailing
ONE LIBERTY PLACE-SUITE 12001650 MARKET STREETPHILADELPHIA, PA 19103
Business
ONE LIBERTY PLACE-SUITE 12001650 MARKET STREETPHILADELPHIA, PA 19103
Edgar EIN
000000000
Edgar Recent Filings
13F-HR2026-02-17 · 0001398344-26-003230
N-PX2025-08-22 · 0001438934-25-001346
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-09-06T14:06:22Z
Rdap Domain Last Changed
2021-07-08T07:38:25Z
Rdap Nameservers
Ns79.worldnic.comNs80.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
Yes

People (13)

13
ZULEBA, PETER, JOHN
IAR · Executive Officer · 2.5%
3081926
ADDEO, MICHAEL, CHARLES
Executive Officer · 2.5%
6057689
DUPLICATE RECORD, DO NOT USE
Executive Officer · 2.5%
4714921
ELIZABETH ANNE ELDRIDGE
Executive Officer · 2.5%
4684117
MCCABE, JOHN, FRANCIS
Executive Officer · 2.5%
5212391
MCGARRY, MARIA, ROSE
Executive Officer · 2.5%
4418483
Tewari, Raj
Executive Officer · 2.5%
7091386
VLADIMIR DE VASSAL
IAR
4766975
MICHAEL CRAVENS CROW
IAR
4601759
ADAM MARK CONISH
IAR
4865384
PAUL THOMAS SULLIVAN
IAR
2182812
SEAN EDWARD HERON
IAR
3089621
JASON DOUGLAS PRIDE
IAR
2982428