|
⚲
|
| Keyboard |
| Chilton Investment Services LLC
✚
|
|
|---|---|
| CRD # | 159306 |
| SEC # | 801-72833 |
| CIK # | |
| AUM | 8,150.1 M (2026-03-30) |
| Employees | 70 (29% Investors, 0% Brokers) |
| Phone | 203-352-4000 |
| Address | 1290 East Main Street 1st Floor Stamford, CT 06902 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | Chilton Trust Royal Palm Absolute Return Fund LP | [2026-03-30] | 9.2 M | 13.8 M |
| Filed 2025-07-30 (D) · Exemption 3(c)(7), 506(c), 3(c) · Minimum $1,000 · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose | ||||
| Other | Chilton Trust Royal Palm Growth Fund LP | [2026-03-30] | 3.0 M | 3.6 M |
| Filed 2025-11-04 (D) · Exemption 506(c), 3(c), 3(c)(7) · Minimum $1,000 · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose | ||||
| PE | Chilton Private Equity Fund LP | [2024-03-28] | 32.6 M | 12.6 M |
| Filed 2024-03-07 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $250,000 · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose | ||||
| PE | CTC Greenbriar VI Access Fund LP | [2023-02-23] | 8.6 M | |
| Filed 2022-08-30 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose | ||||
| PE | CTC Squadra II Access Fund LP | [2023-02-23] | 3.9 M | |
| Filed 2022-06-22 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose | ||||
| PE | CTC Flybridge 2022 Access Fund LP | [2022-02-23] | 5.4 M | |
| Filed 2021-08-20 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $200,000 · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose | ||||
| RE | Chilton - Whale Rock Hybrid Access Fund LP | [2021-03-31] | 14.9 M | |
| Filed 2021-03-19 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| PE | CTC Greenbriar V Access Fund LP | [2021-03-31] | 5.6 M | 6.9 M |
| Filed 2021-03-16 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose | ||||
| PE | CTC Greenbriar Access Fund LP | 2019-06-14 | 3.4 M | |
| Other | Chilton Trust Royal Palm Equity Fund LP | [2016-03-30] | 53.1 M | 153.6 M |
| Filed 2017-08-17 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $1,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,172 | 2.0 |
| (b) Individuals (high net worth individuals) | 506 | 3.1 |
| (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 | 11 | 0.2 |
| (g) Pension and profit sharing plans | 5 | 0.1 |
| (h) Charitable organizations | 72 | 0.4 |
| (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 | 139 | 2.0 |
| (n) Other | 0 | 0.3 |
| Total | 2,247 | 8.2 |
| By Discretionary | ||
| Discretionary | 1,299 | 7.9 |
| Non-Discretionary | 948 | 0.3 |
| Total | 2,247 | 8.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 8.1 | |
| Total | 2,247 | 8.2 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Jonathan Wainwright | Director | 53 | 5 | |
| Alexander Frank | Executive Officer | 29 | 5 | |
| Michael Clark | Executive Officer | 64 | 4 | |
| Chilton Investment Company LLC | Promoter | 44 | 4 | |
| James Henderson | Executive Officer | 43 | 4 | |
| Peter Kim | Executive Officer | 59 | 3 | |
| Richard Chilton | Executive Officer | 49 | 3 | |
| Patricia Mallon | Director, Executive Officer | 48 | 3 | |
| James Steinthal | Executive Officer | 48 | 3 | |
| Bradley Adams | Executive Officer | 31 | 3 | |
| View All | ||||
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $3.9B |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund, Private Equity, Real Estate |
| LEI | 549300ZSYBRYTO6NZ423 |
| Related Firms | State | AUM |
|---|---|---|
|
Chilton Investment Services LLC
✚
|
CT | 8,150.1 M |
| Comparable Firms | State | AUM |
|---|---|---|
|
BMO Family Office LLC
✚
|
IL | 9,990.0 M |
|
The Cynosure Group
✚
|
UT | 9,848.0 M |
|
MSA Advisors LLC
✚
|
CA | 9,647.0 M |
|
Battery Global Advisors LLC
✚
|
MA | 8,374.3 M |
|
ICG Advisors LLC
✚
|
CA | 7,923.3 M |
|
Fiduciary Trust International LLC
✚
|
MA | 7,670.6 M |
|
Stamos Capital Partners LP
✚
|
CA | 7,636.5 M |
|
Miller Investment Management LP
✚
|
PA | 7,104.9 M |
|
The Bollard Group LLC
✚
|
MA | 6,724.6 M |
|
Beck Mack & Oliver LLC
✚
|
NY | 6,180.8 M |