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| Chilton Investment Services LLC
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|
|
|---|---|
| CRD # | 159306 |
| SEC # | 801-72833 |
| CIK # | |
| AUM | $5.4 BB (2023-03-31) |
| Employees | 59 (41% Investors, 0% Brokers) |
| Phone | 203-352-4000 |
| Address | 1290 East Main Street 1st Floor Stamford, CT 06902 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | CTC Greenbriar VI Access Fund LP | [2023-02-23] | 0.0 | 0.0 |
| PE | CTC Squadra II Access Fund LP | [2023-02-23] | 0.0 | 3.8 |
| PE | CTC Flybridge 2022 Access Fund LP | [2022-02-23] | 0.0 | 5.4 |
| PE | Chilton - Whale Rock Hybrid Access Fund LP | [2021-03-31] | 0.0 | 7.4 |
| PE | CTC Greenbriar V Access Fund LP | [2021-03-31] | 5.6 | 6.7 |
| PE | CTC Greenbriar Access Fund LP | 2019-06-14 | 8.4 | |
| Other | Chilton Select Equity Fund LP | [2016-03-30] | 53.1 | 107.0 |
| Other | Chilton Global Credit Opportunities LP | 2015-03-31 | 15.3 | |
| HF | CTC Access Fund LP | [2014-02-24] | 9.0 | 12.6 |
| Other | Chilton Mid Cap Core Equities LP | [2013-04-01] | 15.2 | 22.0 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 597 | 1.0 |
| (b) Individuals (high net worth individuals) | 426 | 2.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 6 | 0.1 |
| (g) Pension and profit sharing plans | 0 | 0.1 |
| (h) Charitable organizations | 67 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 99 | 1.7 |
| (n) Other | 0 | 0.3 |
| Total | 1,817 | 5.4 |
| By Discretionary | ||
| Discretionary | 1,134 | 5.1 |
| Non-Discretionary | 683 | 0.3 |
| Total | 1,817 | 5.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.4 | |
| Total | 1,817 | 5.4 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 | |
|---|---|---|---|---|
| Jonathan Wainwright | 53 | |||
| Alexander Frank | 29 | |||
| Michael Clark | 62 | |||
| Chilton Investment Company LLC | 44 | |||
| James Henderson | 39 | |||
| Peter Kim | 49 | |||
| Patricia Mallon | 48 | |||
| James Steinthal | 48 | |||
| Richard Chilton | 48 | |||
| Bradley Adams | 31 | |||
| View All | ||||
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Chilton Investment Services LLC
✚
|
CT | 5.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
IIFL Asset Management Limited
✚
|
6.3 | |
|
Angeles Investment Advisors LLC
✚
|
CA | 6.2 |
|
SignatureFD LLC
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|
GA | 6.1 |
|
Prairie Capital Management Group LLC
✚
|
MO | 5.9 |
|
Dimension Capital Management LLC
✚
|
FL | 5.9 |
|
PT Asset Management LLC
✚
|
IL | 5.5 |
|
Meristem Family Wealth LLC
✚
|
MN | 5.4 |
|
Edge Capital Group LLC
✚
|
GA | 5.2 |
|
Seven Bridges Advisors LLC
✚
|
NY | 4.8 |
|
Granger Management LLC
✚
|
NY | 4.6 |