Glenmede

Overview

Glenmede is a privately held investment and wealth management firm serving individuals, families, and institutions. Founded in 1956, the firm has over 65 years of experience in providing comprehensive financial services. As of December 31, 2025, Glenmede managed $50.1 billion in assets across various client segments, including high-net-worth individuals, families, family offices, endowments, foundations, and institutional clients. The firm's headquarters are located in Philadelphia, Pennsylvania, with additional offices in Cleveland, Ohio; Northern New Jersey; New York, New York; Palm Beach, Florida; Pittsburgh, Pennsylvania; Princeton, New Jersey; Washington, D.C.; and Wilmington, Delaware. Glenmede's investment approach is characterized by a commitment to fiduciary values, independence, and a long-term perspective, aiming to deliver sustained growth for its clients. The firm offers a range of services, including investment management, trust administration, tax planning, and philanthropic advisory services, integrating public and private market capabilities to deliver tailored fiduciary and wealth-preservation strategies. Glenmede's client-focused and forward-thinking approach unites on shared goals and responds to evolving opportunities and challenges, guided by unwavering principles of honesty and integrity, forging a reputation built on trust. The firm's commitment to diversity and inclusion fuels innovation and enriches the experiences of its employees, clients, and the communities it serves, creating a workplace where every individual feels valued, respected, and empowered to contribute their unique perspectives. Glenmede's history of providing sophisticated wealth and investment management serves as the foundation for exploring new opportunities and innovative solutions to address clients' evolving needs, concerns, and priorities.

Investment Focus

• Accredited investors only
• Long-term investment horizon

Portfolio Companies