Chilton Investment Services, LLC

RIASEC RegisteredEst. 2011

Total AUM

$8.2B

Discretionary

$7.9B

97% of AUM

Avg account

$3.6M

Accounts

2,247

Employees

Advisory reps

Firm details

Headquarters: Stamford, Connecticut
CRD number: 159306
Registered since: October 25, 2011
Website: chiltontrustcompany.com
Custodians: THE BANK OF NEW YORK MELLON, MORGAN STANLEY & CO. LLC
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: HNWI38.54%
Corporations / Businesses24.23%
Individuals23.99%
Charitable Organizations5.32%
Other3.7%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Chilton Investment Services, LLC is an SEC-registered independent RIA that also operates as a multifaceted fund manager and capital allocator. Registered in 2011, the firm combines advisory work for individuals, families and institutions with sponsor/GP roles in pooled vehicles and CPO/CTA activity. Its advisory scope includes portfolio management for individuals and small businesses, management of pooled investment vehicles, institutional portfolio management and the selection of other advisers. Fee arrangements include percentage-of-AUM, fixed fees and other structures. The firm is not identified as an active ESG investor.