Chilton Investment Company, Inc.

RIASEC RegisteredEst. 2004

Total AUM

$1.3B

Discretionary

$1.3B

100% of AUM

Avg account

$88.2M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Stamford, Connecticut
CRD number: 120107
Registered since: January 15, 2004
Website: chiltonfunds.com
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, MORGAN STANLEY & CO. LLC
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles49.42%
Charitable Organizations21.4%
Pension & Profit Sharing Plans17.4%
Corporations / Businesses11.78%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Chilton Investment Company, Inc. is a corporation registered with the SEC since 2004 that operates as a hedge fund manager focused on institutional clients. The firm charges both a percentage-of-AUM fee and performance-based fees, and it performs commodity pool operator/commodity trading advisor (CPO/CTA) activities. Its advisory mandate includes portfolio management for pooled investment vehicles and for businesses or institutions, and it also functions in sponsor/GP and trust company roles for pooled vehicles. Chilton is not positioned as an active ESG investor and is not a multi-state adviser. The firm was recognized on Barron’s Top 100 RIA list in both 2021 and 2022.