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CHILTON INVESTMENT SERVICES, LLC
CRD 159306 · SEC 801-72833
1290 EAST MAIN STREET 1ST FLOOR, STAMFORD, CT, 06902, United States
Phone
203-352-4000
Fax
203-352-4189
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$8.15B
Discretionary AUM
$7.87B
Team
70 total employees; 20 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees; FAMILY OFFICE SERVICES FEES
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1172 | $1.96B |
| High net worth individuals | 506 | $3.14B |
| Pooled investment vehicles | 11 | $210.8M |
| Pension/profit sharing plans | 5 | $133.3M |
| Charitable organizations | 72 | $433.2M |
| Corporations/business entities | 139 | $1.97B |
States served
VT, AL, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, KS, KY, LA, ME, MD, MA, MI, MN, MS, NV, NJ, NY, NC, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD