Glenmede Investment Management, LP

Fee-Only (% of Portfolio)

Glenmede Investment Management (GIM) manages investments for institutional investors and high-net-worth individuals through sub-advisory contracts with The Glenmede Trust Company. GIM offers equity and liquid alternative portfolios, primarily investing in U.S. markets. Clients select from GIM's offered products, and GIM may accept certain investment restrictions. GIM also provides its strategies to wrap program sponsors and advises model-only investment programs.

Assets Under Management$7.1B
Clients2,174
Advisors7
Avg. per Client$3.3M
Avg. per Advisor$1B

Fee Structure

Minimum Investment:$10M
Investment management only (planning not offered)

GIM's fees are based on a percentage of the value of your investments. The minimum investment is generally $10 million, but this may be negotiable. Fees are billed quarterly. Here's a summary of the fee structure for different product types:

  • Small Cap Equity: First $50 million: 0.75%, Next $50 million: 0.70%, Thereafter: 0.60%
  • SMID Cap Equity: First $50 million: 0.70%, Next $50 million: 0.60%, Thereafter: 0.50%
  • Mid Cap Equity: First $50 million: 0.65%, Next $50 million: 0.55%, Thereafter: 0.45%
  • Large Cap Equity: First $50 million: 0.60%, Next $50 million: 0.45%, Thereafter: 0.35%
  • Liquid Alternatives (Total Market Plus Equity): 0.75%
  • Liquid Alternatives (Long/Short Equity): 1.00%
  • Liquid Alternatives (Secured Options): First $10 million: 0.55%, Next $40 million: 0.45%, Thereafter: 0.35%
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Location

7 Advisors at this firm