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Chilton Investment Services, LLC

● SEC registered since 2011CRD 159306SEC# 801-72833Stamford, CT
Export (members)
Ranks #970 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$8.15B
Fund GAV
$228.4M
Private funds
11
Employees
70
Accounts
2,247
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 $8.2 billion in regulatory assets under management and employs 70 people. Chilton Investment Services, LLC manages 11 private funds with combined gross assets of $228.4 million, including Chilton Trust Royal Palm Equity Fund, L.P. By regulatory assets, it ranks 970 of 6,004 private fund managers.

Chilton Investment Services, LLC private funds

11 funds · $228.4M GAV
FundTypeGross assetsMin.
Chilton Trust Royal Palm Equity Fund, L.P.Other Private$153.6M$1M
Chilton - Whale Rock Hybrid Access Fund, L.P.Real Estate$14.9M$250K
Chilton Trust Royal Palm Absolute Return Fund, L.P.Other Private$13.8M$200K
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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 $8.2 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 11 private funds with combined gross assets of $228.4 million.

How many employees does Chilton Investment Services, LLC have?

Chilton Investment Services, LLC reports 70 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

Regulatory AUM

$8.15B▲ 18%
Mar '25 — $6.89BApr '25 — $6.89BMay '25 — $6.89BJun '25 — $6.89BJul '25 — $6.89BAug '25 — $6.89BSep '25 — $6.89BOct '25 — $6.89BNov '25 — $6.89BDec '25 — $6.89BJan '26 — $6.89BFeb '26 — $6.89BMar '26 — $8.15BApr '26 — $8.15BMay '26 — $8.15BJun '26 — $8.15B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 10%
Larger than 90% of 16,271 advisers
AUM vs fund managersTop 16%
Larger than 84% of 6,004 private-fund managers
Number of fundsTop 23%
More funds than 77% of fund managers
EmployeesTop 9%
More than 91% of 16,825 advisers

Assets under management

$8.15Bregulatory AUM
Discretionary $7.87BNon-discretionary $283.5M

Fund type mix

Private Equity6
Other Private3
Real Estate1
Hedge1

Service providers

Auditor
Administrator