Data / Investment advisers / Connecticut / Chilton Investment Services, LLC
Chilton Investment Services, LLC, Stamford, CT: $8.2 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Chilton Investment Services, LLC is an SEC registered investment adviser with its main office in Stamford, Connecticut and reports $8.2 billion in regulatory assets under management in its Form ADV filed July 6, 2026. Its clients include high net worth individuals, corporations and other businesses and individuals. It is paid through a percentage of assets under management, fixed fees and other fees. It advises 11 private funds.
The request: Watch Chilton Investment Services, LLC (CRD number 159306): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 159306
- SEC file number
- 801-72833
- SEC status
- Approved, effective October 25, 2011
- Main office
- 1290 East Main Street 1st Floor, Stamford, CT 06902
- Phone
- (203) 352-4000
- Website
- chiltontrustcompany.com
- Regulatory AUM
- $8,150,127,000 in the Form ADV filed July 6, 2026
- Discretionary AUM
- $7,866,667,000
- Non discretionary AUM
- $283,460,000
- Accounts
- 2,247
- Employees
- 70, of which 20 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, other fees
- Private funds
- 11: 6 private equity funds, 3 other private funds, 1 hedge fund, 1 real estate fund
- Gross assets of private funds
- $228,378,000
- Other offices
- 6
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 6, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 506 | $3.14 billion |
| Corporations or other businesses | 139 | $1.97 billion |
| Individuals (other than high net worth individuals) | 1,172 | $1.96 billion |
| Charitable organizations | 72 | $433.2 million |
| Pooled investment vehicles | 11 | $210.8 million |
| Pension and profit sharing plans | 5 | $133.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $8.15 billion | March 30, 2026 |
| December 1, 2025 | $6.89 billion | July 14, 2025 |
Other advisers in Stamford
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Trexquant Investment LP | Stamford | $13.48 billion | 2 | adviserinfo.sec.gov |
| Altrinsic Global Advisors, LLC | Stamford | $12.22 billion | 3 | adviserinfo.sec.gov |
| Abs Global Investments | Stamford | $10.48 billion | 111 | adviserinfo.sec.gov |
| Olympus Advisors, LLC | Stamford | $9.25 billion | 12 | adviserinfo.sec.gov |
| Hardman Johnston Global Advisors LLC | Stamford | $8.77 billion | 8 | adviserinfo.sec.gov |
| Arbour Lane Capital Management LP | Stamford | $7.30 billion | 5 | adviserinfo.sec.gov |
| Tweedy, Browne Company LLC | Stamford | $7.13 billion | 7 | adviserinfo.sec.gov |
| K2/D&S Management Co., L.L.C. | Stamford | $6.53 billion | 29 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Stamford, CT
- Investment advisers in Connecticut
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving corporations and other businesses
- Advisers that manage private funds
- Chilton Investment Services, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.