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Chilton Investment Services, LLC

● SEC registered since 2011CRD 159306SEC# 801-72833Stamford, CT
Export (members)
Ranks #867 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$6.89B
Fund GAV
$204.7M
Private funds
9
Employees
64
Accounts
2,132
Location
Stamford, CT

Chilton Investment Services, LLC assets under management

Chilton Investment Services, LLC operates as an SEC-registered investment adviser based in Stamford, CT. The firm has been registered since 2011. It reports $6.9 billion in regulatory assets under management and employs 64 people. Chilton Investment Services, LLC manages 9 private funds with combined gross assets of $204.7 million, including Chilton Trust Royal Palm Equity Fund, L.P. By regulatory assets, it ranks 867 of 5,911 private fund managers.

Chilton Investment Services, LLC private funds

9 funds · $204.7M GAV
FundTypeGross assetsMin.
Chilton Trust Royal Palm Equity Fund, L.P.Other Private$142M$1M
Ctc Access Fund L.P.Hedge$14.6M$250K
Chilton - Whale Rock Hybrid Access Fund, L.P.Private Equity$10.7M$250K
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Chilton Investment Services, LLC owners & executives

14 reported
NameTitleOwnershipSince
Chilton Trust, Inc. ControlShareholderOver 75%2012
David S Daniel ControlDirectorUnder 5%2024
Elizabeth Kirk Weymouth ControlDirectorUnder 5%2022
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Frequently asked questions

How much does Chilton Investment Services, LLC manage?

Chilton Investment Services, LLC reports $6.9 billion in regulatory assets under management on its Form ADV.

How many private funds does Chilton Investment Services, LLC manage?

Chilton Investment Services, LLC manages 9 private funds with combined gross assets of $204.7 million.

How many employees does Chilton Investment Services, LLC have?

Chilton Investment Services, LLC reports 64 employees.

Where is Chilton Investment Services, LLC located?

Chilton Investment Services, LLC is based in Stamford, CT and has been SEC-registered since 2011.

Does Chilton Investment Services, LLC disclose fund performance?

Chilton Investment Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1290 East Main Street 1st Floor, Stamford, CT 06902
Phone203-352-4000
Fax203-352-4189
Office hours8:30a.m.-5:30p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$6.73B
Non-discretionary$162.9M
Total (RAUM)$6.89B

Service providers

Auditor
Administrator