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| Chilton Capital Management LLC
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| |
|---|---|
| CRD # | 104592 |
| SEC # | 801-51061 |
| CIK # | 0001056859 |
| AUM | $2.2 BB (2024-03-28) |
| Employees | 28 (68% Investors, 0% Brokers) |
| Phone | 713-650-1995 |
| Address | 1177 West Loop South Houston, TX 77027-9062 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| MSFT | 1,918.2 | 0.1 | |
| NVDA | 399.6 | 0.1 | |
| AAPL | 2,382.8 | 0.1 | |
| AMZN | 1,093.0 | 0.1 | |
| GOOG | 1,482.6 | 0.1 | |
| XOM | 385.5 | 0.1 | |
| META | 434.9 | 0.1 | |
| UNH | 477.0 | 0.0 | |
| JPM | 340.2 | 0.0 | |
| V | 419.3 | 0.0 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 568 | 0.7 |
| (b) Individuals (high net worth individuals) | 106 | 1.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 2 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 16 | 0.1 |
| (h) Charitable organizations | 53 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 1 | 0.0 |
| (m) Corporations or other businesses not listed above | 15 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 761 | 2.2 |
| By Discretionary | ||
| Discretionary | 761 | 2.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 761 | 2.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.2 | |
| Total | 761 | 2.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001056859] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
SFMG LLC
✚
|
TX | 2.2 |
|
Valley Wealth Managers Inc
✚
|
NJ | 2.2 |
|
SJS Investment Consulting Inc
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OH | 2.2 |
|
Monograph Wealth Advisors LLC
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|
Principle Wealth Partners LLC
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|
CT | 2.2 |
|
on Investment Management Co
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|
Parcion Private Wealth LLC
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|
WA | 2.2 |
|
Mount Yale Investment Advisors LLC
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|
CO | 2.2 |
|
Silvant Capital Management LLC
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|
GA | 2.2 |
|
West Financial Services Inc
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|
VA | 2.2 |