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| Chilton Investment Services LLC
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|
|
|---|---|
| CRD # | 159306 |
| SEC # | 801-72833 |
| CIK # | |
| AUM | $5.9 BB (2024-03-28) |
| Employees | 61 (33% Investors, 0% Brokers) |
| Phone | 203-352-4000 |
| Address | 1290 East Main Street 1st Floor Stamford, CT 06902 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | Chilton Private Equity Fund LP | [2024-03-28] | 32.6 | 0.0 |
| PE | CTC Greenbriar VI Access Fund LP | [2023-02-23] | 0.0 | 7.8 |
| PE | CTC Squadra II Access Fund LP | [2023-02-23] | 0.0 | 3.7 |
| PE | CTC Flybridge 2022 Access Fund LP | [2022-02-23] | 0.0 | 5.2 |
| PE | Chilton - Whale Rock Hybrid Access Fund LP | [2021-03-31] | 0.0 | 8.6 |
| PE | CTC Greenbriar V Access Fund LP | [2021-03-31] | 5.6 | 6.6 |
| PE | CTC Greenbriar Access Fund LP | 2019-06-14 | 6.9 | |
| Other | Chilton Select Equity Fund LP | [2016-03-30] | 53.1 | 123.1 |
| Other | Chilton Global Credit Opportunities LP | 2015-03-31 | 15.3 | |
| HF | CTC Access Fund LP | [2014-02-24] | 9.0 | 13.4 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 988 | 1.3 |
| (b) Individuals (high net worth individuals) | 439 | 2.1 |
| (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 | 6 | 0.2 |
| (g) Pension and profit sharing plans | 0 | 0.1 |
| (h) Charitable organizations | 71 | 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 | 137 | 1.7 |
| (n) Other | 0 | 0.3 |
| Total | 1,952 | 5.9 |
| By Discretionary | ||
| Discretionary | 1,165 | 5.7 |
| Non-Discretionary | 787 | 0.1 |
| Total | 1,952 | 5.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.8 | |
| Total | 1,952 | 5.9 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Jonathan Wainwright | 53 | ||
| Alexander Frank | 29 | ||
| Michael Clark | 63 | ||
| Chilton Investment Company LLC | 44 | ||
| James Henderson | 39 | ||
| Peter Kim | 54 | ||
| Richard Chilton | 49 | ||
| Patricia Mallon | 48 | ||
| James Steinthal | 48 | ||
| Bradley Adams | 31 | ||
| Kenneth Chiang | 29 | ||
| Leigh Goehring | 28 | ||
| Jennifer Foster | 27 | ||
| Jerry Goersch | 26 | ||
| Daniel Szemis | 26 | ||
| Colleen Ferguson | 26 | ||
| James Bosek | 25 | ||
| Christopher Denny | 23 | ||
| Richard Chilton Jr | 23 | ||
| William Boardman | 22 | ||
| Alison Schachter | 22 | ||
| Elizabeth Urdang | 22 | ||
| Harry Curtis | 14 | ||
| Robert Williamson | 12 | ||
| Chilton Investment Services LLC | 20 | ||
| Timothy Horan | 18 | ||
| Garrison Lickle | 9 | ||
| Lisa Czachor | 9 | ||
| Porter Goss | 8 | ||
| B Williamson | 3 | ||
| Chilton Private Clients LP | 3 | ||
| Chilton Private Clients LLC | 5 | ||
| Louisa Ives | 4 |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Chilton Investment Services LLC
✚
|
CT | 5.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Angeles Investment Advisors LLC
✚
|
CA | 6.4 |
|
Edge Capital Group LLC
✚
|
GA | 6.4 |
|
Procyon Advisors LLC
✚
|
CT | 6.3 |
|
Prairie Capital Management Group LLC
✚
|
MO | 6.3 |
|
White Oak Global Advisors LLC
✚
|
CA | 6.2 |
|
Dimension Capital Management LLC
✚
|
FL | 6.2 |
|
1888 Investments LLC
✚
|
CO | 5.9 |
|
Aetos Alternatives Management LP
✚
|
NY | 5.4 |
|
CH Investment Partners LLC
✚
|
TX | 5.1 |
|
Granger Management LLC
✚
|
NY | 4.9 |