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 a privately organized investment adviser and fund manager that combines advisory work with sponsor and operating roles across pooled vehicles. Formed as an LLC and SEC-registered in 2011, the firm operates as a multifaceted manager — running strategies that include hedge funds, private equity, and real estate funds while also serving as an independent RIA and capital allocator. Its client base spans high-net-worth individuals and families as well as institutional investors. Chilton engages in portfolio management for individuals, pooled vehicles, and institutions, and it selects outside advisers where appropriate. The firm is registered as a commodity pool operator/commodity trading advisor (CPO/CTA) and does not present itself as an active ESG investor.