{ "crd_number": 159306, "slug": "chilton-investment-services-llc-stamford-ct-159306", "primary_business_name": "CHILTON INVESTMENT SERVICES, LLC", "legal_name": "CHILTON INVESTMENT SERVICES, LLC", "dbas": [], "city": "Stamford", "state": "CT", "country": "United States", "cbsa_code": "14860", "metro": { "cbsa_code": "14860", "common_name": "Bridgeport", "msa_name": "Bridgeport-Stamford-Danbury, CT", "path": "/advisors/ct/bridgeport" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2011-10-25", "years_registered": 14, "period": "2026-10-01", "filing_date": "2026-07-06", "carried_forward": false, "raum_total": 8150127000.0, "raum_discretionary": 7866667000.0, "raum_non_discretionary": 283460000.0, "raum_band": "over_5b", "raum_band_label": "Over $5 billion", "total_employees": 70, "advisory_employees": 20, "client_count_bucket": "fewer_than_5_in_some_types", "clients_by_type": { "other": { "raum": 301686000.0, "count": null, "description": "NATIVE AMERICAN TRIBE", "fewer_than_5": true }, "charitable": { "raum": 433214000.0, "count": 72 }, "individuals": { "raum": 1955143000.0, "count": 1172 }, "pension_profit_sharing": { "raum": 133258000.0, "count": 5 }, "high_net_worth_individuals": { "raum": 3141372000.0, "count": 506 }, "pooled_investment_vehicles": { "raum": 210784000.0, "count": 11 }, "corporations_other_businesses": { "raum": 1974670000.0, "count": 139 } }, "compensation_types": [ "fixed", "other", "percentage_of_aum" ], "advisory_activities": [ "portfolio_management_businesses_institutional", "portfolio_management_individuals", "portfolio_management_pooled_vehicles", "selection_of_other_advisers" ], "wrap_fee_participant": true, "disclosure_yes_count": 0, "states_registered": [ "AL", "AR", "AZ", "CA", "CO", "CT", "DC", "DE", "FL", "GA", "HI", "ID", "IL", "IN", "KS", "KY", "LA", "MA", "MD", "ME", "MI", "MN", "MO", "MS", "NC", "NH", "NJ", "NV", "NY", "OH", "OK", "OR", "PA", "RI", "SC", "SD", "TN", "TX", "UT", "VA", "VT", "WA", "WI", "WV" ], "websites": [ "https://chiltoninvestmentservices.com", "https://chiltontrustcompany.com", "https://linkedin.com/COMPANY/CHILTON-TRUST-COMPANY" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/159306", "city_as_filed": "STAMFORD", "url": "https://advisorcensus.com/firm/chilton-investment-services-llc-stamford-ct-159306", "display_name": "Chilton Investment Services, LLC", "summary": "Chilton Investment Services, LLC is an SEC-registered investment advisory firm in Stamford, CT, registered since 2011, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated July 6, 2026.", "citation": "AdvisorCensus. Chilton Investment Services, LLC (CRD 159306): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Fixed fees (other than subscription fees)", "Other" ], "advisory_activity_labels": [ "Portfolio management for individuals and/or small businesses", "Portfolio management for pooled investment vehicles (other than investment companies)", "Portfolio management for businesses (other than small businesses) or institutional clients", "Selection of other advisers (including private fund managers)" ], "quick_answers": [ { "q": "How is Chilton Investment Services, LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Chilton Investment Services, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Chilton Investment Services, LLC located?", "a": "Chilton Investment Services, LLC's principal office is in Stamford, CT, according to its Form ADV; the August 2026 filing also lists 6 other offices (Schedule D, Section 1.F)." }, { "q": "Is Chilton Investment Services, LLC registered with the SEC or a state?", "a": "Chilton Investment Services, LLC is an SEC-registered investment advisory firm, registered since 2011. Status as filed: Approved. CRD 159306." }, { "q": "How much does Chilton Investment Services, LLC manage?", "a": "Chilton Investment Services, LLC reports $8,150,127,000 in regulatory assets under management in its Form ADV filing dated July 6, 2026 (97% discretionary)." }, { "q": "How have Chilton Investment Services, LLC's assets and staff changed since 2021?", "a": "In the Form ADV data for Chilton Investment Services, LLC: Regulatory assets under management: $4,746,569,000 in the October 2021 data and $8,150,127,000 in the October 2026 data, up 72%. Total employees: 55 in October 2021 and 70 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Chilton Investment Services, LLC serve?", "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,172); high net worth individuals (506); corporations or other businesses not listed above (139)." }, { "q": "Which custodians does Chilton Investment Services, LLC use?", "a": "Chilton Investment Services, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists BNY Mellon Capital Markets, LLC and Morgan Stanley as custodians holding 10% or more of its separately managed account assets." }, { "q": "Does Chilton Investment Services, LLC report any disciplinary disclosures?", "a": "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/159306" }, { "q": "What changed in Chilton Investment Services, LLC's recent Form ADV filings?", "a": "In the April 2026 filing data: Regulatory assets under management went from $6,892,784,000 to $8,150,127,000 (+18%). Changed its office addresses in Charlottesville, VA. Changed its office addresses in Naples, FL. Changed its office addresses in Wilmington, DE. Updated its list of owners and control persons (Schedule A)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 4746569000.0, "total_employees": 55, "filing_date": "2021-03-31" }, { "period": "2022-10-01", "regulatory_assets_under_management": 5780802000.0, "total_employees": 57, "filing_date": "2022-03-30" }, { "period": "2023-10-01", "regulatory_assets_under_management": 5443922000.0, "total_employees": 59, "filing_date": "2023-03-31" }, { "period": "2024-10-01", "regulatory_assets_under_management": 5887144000.0, "total_employees": 61, "filing_date": "2024-03-28" }, { "period": "2025-10-01", "regulatory_assets_under_management": 6892784000.0, "total_employees": 64, "filing_date": "2025-07-14" }, { "period": "2026-10-01", "regulatory_assets_under_management": 8150127000.0, "total_employees": 70, "filing_date": "2026-07-06" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Regulatory assets under management went from $6,892,784,000 to $8,150,127,000 (+18%).", "Changed its office addresses in Charlottesville, VA.", "Changed its office addresses in Naples, FL.", "Changed its office addresses in Wilmington, DE.", "Updated its list of owners and control persons (Schedule A)." ] } ], "fees_from_brochure": null, "custodians": [ { "name": "BNY Mellon Capital Markets, LLC", "name_as_filed": "BNY MELLON CAPITAL MARKETS, LLC", "affiliated": false }, { "name": "Morgan Stanley", "name_as_filed": "MORGAN STANLEY", "affiliated": false } ], "custodians_note": "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.", "markdown_url": "https://advisorcensus.com/firm/chilton-investment-services-llc-stamford-ct-159306.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 1172, "fewer_than_5": false, "raum": 1955143000.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 506, "fewer_than_5": false, "raum": 3141372000.0 }, { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 11, "fewer_than_5": false, "raum": 210784000.0 }, { "type": "pension_profit_sharing", "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)", "count": 5, "fewer_than_5": false, "raum": 133258000.0 }, { "type": "charitable", "label": "Charitable organizations", "count": 72, "fewer_than_5": false, "raum": 433214000.0 }, { "type": "corporations_other_businesses", "label": "Corporations or other businesses not listed above", "count": 139, "fewer_than_5": false, "raum": 1974670000.0 }, { "type": "other", "label": "Other", "count": null, "fewer_than_5": true, "raum": 301686000.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/159306", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }