# Chilton Investment Company, Inc.

> Chilton Investment Company, Inc. is an SEC-registered investment advisory firm in Stamford, CT, registered since 2004, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated April 8, 2026.

- CRD: 120107
- Filed as: CHILTON INVESTMENT COMPANY, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Stamford, CT
- Filing period: October 2026
- Form ADV filing dated: April 8, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/120107
- AdvisorCensus page: https://advisorcensus.com/firm/chilton-investment-company-inc-stamford-ct-120107

## Quick answers

**How is Chilton Investment Company, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Chilton Investment Company, Inc. reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Chilton Investment Company, Inc. located?**
Chilton Investment Company, Inc.'s principal office is in Stamford, CT, according to its Form ADV; the May 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Chilton Investment Company, Inc. registered with the SEC or a state?**
Chilton Investment Company, Inc. is an SEC-registered investment advisory firm, registered since 2004. Status as filed: Approved. CRD 120107.

**How much does Chilton Investment Company, Inc. manage?**
Chilton Investment Company, Inc. reports $1,323,235,000 in regulatory assets under management in its Form ADV filing dated April 8, 2026 (100% discretionary).

**How have Chilton Investment Company, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Chilton Investment Company, Inc.: Regulatory assets under management: $2,249,572,000 in the October 2021 data and $1,323,235,000 in the October 2026 data, down 41%. Total employees: 39 in October 2021 and 29 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Chilton Investment Company, Inc. serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (9).

**Which custodians does Chilton Investment Company, Inc. use?**
Chilton Investment Company, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Morgan Stanley & Co. LLC and The Northern Trust Company as custodians holding 10% or more of its separately managed account assets.

**Does Chilton Investment Company, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/120107

**What changed in Chilton Investment Company, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- Morgan Stanley & Co. LLC
- The Northern Trust Company

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,323,235,000
- Discretionary: $1,323,235,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 9 | $653,910,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $230,247,000 |
| Charitable organizations | Fewer than 5 | $283,149,000 |
| Corporations or other businesses not listed above | Fewer than 5 | $155,929,000 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2004 (22 years)
- Employees: 29 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- New York, NY

### Websites listed on Form ADV (Item 1.I)
- chiltonfunds.com
- LinkedIn @chilton-investment-company

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $2,249,572,000 | 39 | March 31, 2021 |
| October 2022 | $2,715,648,000 | 33 | September 9, 2022 |
| October 2023 | $1,814,155,000 | 35 | March 31, 2023 |
| October 2024 | $1,266,939,000 | 31 | March 28, 2024 |
| October 2025 | $1,204,756,000 | 29 | June 23, 2025 |
| October 2026 | $1,323,235,000 | 29 | April 8, 2026 |

Regulatory assets under management: $2,249,572,000 in the October 2021 data and $1,323,235,000 in the October 2026 data, down 41%.
Total employees: 39 in October 2021 and 29 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Chilton Investment Company, Inc. (CRD 120107): Form ADV filing data as of October 2026.