Chilton Investment Services provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, and selecting other managers. The firm advises 11 private funds.
Chilton Investment Services reports 1,905 clients. They include 1,172 individual clients, 506 high-net-worth individuals, and 139 corporations and other businesses. Of its assets, 96.5% ($7.87B across 1,299 accounts) are managed with discretion; $283M across 948 accounts are not. A wrap fee program the firm both sponsors and manages holds $1.11B. Of its clients, 2% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 62% | 24% |
| High-net-worth individuals | 27% | 39% |
| Pooled investment vehicles | <1% | 3% |
| Pension and profit-sharing plans | <1% | 2% |
| Charitable organizations | 4% | 5% |
| Other client typesCorporations and other businesses; Other | 7% | 28% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 1,172 | $1.96B | 24.0% | $1.67M |
| High-net-worth individuals | 506 | $3.14B | 38.5% | $6.21M |
| Pooled investment vehicles | 11 | $211M | 2.6% | $19.2M |
| Pension and profit-sharing plans | 5 | $133M | 1.6% | $26.7M |
| Charitable organizations | 72 | $433M | 5.3% | $6.02M |
| Corporations and other businesses | 139 | $1.97B | 24.2% | $14.2M |
| Other | Fewer than 5 | $302M | 3.7% | — |
| Total | 1,905 | $8.15B | 100% | — |
- Clients
- 1,172
- Regulatory AUM
- $1.96B
- AUM share
- 24.0%
- Avg. per client
- $1.67M
- Clients
- 506
- Regulatory AUM
- $3.14B
- AUM share
- 38.5%
- Avg. per client
- $6.21M
- Clients
- 11
- Regulatory AUM
- $211M
- AUM share
- 2.6%
- Avg. per client
- $19.2M
- Clients
- 5
- Regulatory AUM
- $133M
- AUM share
- 1.6%
- Avg. per client
- $26.7M
- Clients
- 72
- Regulatory AUM
- $433M
- AUM share
- 5.3%
- Avg. per client
- $6.02M
- Clients
- 139
- Regulatory AUM
- $1.97B
- AUM share
- 24.2%
- Avg. per client
- $14.2M
- Clients
- Fewer than 5
- Regulatory AUM
- $302M
- AUM share
- 3.7%
- Avg. per client
- —
Total
- Clients
- 1,905
- Regulatory AUM
- $8.15B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 2%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 11
Chilton Investment Services is paid through a percentage of assets under management, fixed fees (other than subscription fees) and other compensation. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Chilton Trust, Inc. owns 75% or more of Chilton Investment Services and is in turn owned by Richard Chilton (25–50%). Jennifer Lee is CEO; the leadership team includes President Timothy Horan and Chief Operating Officer Peter Kim. It has 70 employees, 20 of them in advisory roles.
Leadership
Jennifer LeePresident & Chief Executive Officer
Timothy HoranExecutive Vice President, Chief- Timothy HoranExecutive Vice President, Chief Investment Officer - Fixed Income
Peter KimManaging Director, General Counsel, Chief Compliance Officer & Chief Operating Officer
Richard ChiltonChairman, Director, Portfolio Manager-Equities- David DanielDirector
Jennifer FosterCo-Chief Investment Officer - Equities and Portfolio Manager
Nicholas FrelinghuysenCo-Chief Investment Officer - Equities- Porter GossDirector
- George HamarManaging Director, Head of Wealth Advisory
- John HiltonDirector
Garrison LickleDirector- Elizabeth WeymouthDirector
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
- Benjamin Brewster
- Kevin Ashton Wells
Staff
- 70 employees
- 20 in advisory functions
- 2 state-registered reps
- Owns 75% or more of Chilton Investment Services, LLC
Chilton Trust, Inc.
Control person · since February 2012
- Owns 25% to 50% of Chilton Trust, Inc.
Richard Chilton
Control person · since May 2005
Chilton Investment Services’ regulatory assets grew 1.7× from $4.75B (March 2021) to $8.15B (July 2026); clients rose from 894 to 1,905 and employees from 55 to 70.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| July 2026 | $8.15B | 1,905 | 70 | 7 |
| July 2025 | $6.89B | 1,785 | 64 | 7 |
| March 2024 | $5.89B | 1,641 | 61 | 7 |
| March 2023 | $5.44B | 1,195 | 59 | 7 |
| March 2022 | $5.78B | 1,015 | 57 | 7 |
| March 2021 | $4.75B | 894 | 55 | 7 |
Besides its headquarters, Chilton Investment Services has 6 offices, with 7 listed addresses across 6 states.
Florida · 2 listed addresses
- 396 Royal Palm Way, Palm Beach
- 850 Park Shore Drive, Naples
Connecticut · 1 listed address
- 1290 East Main Street 1st Floor, StamfordHQ
Delaware · 1 listed address
- 1105 North Market Street, Wilmington
New York · 1 listed address
- 300 Park Avenue, New York
North Carolina · 1 listed address
- 5925 Carnegie Boulevard, Charlotte
Virginia · 1 listed address
- 414 3rd Street Ne, Charlottesville
Contact and registration details
- Legal name
- Chilton Investment Services, LLC
- Headquarters
- 1290 East Main Street 1st Floor, Stamford, CT 06902
- Website
- chiltontrustcompany.com
- Phone
- 203-352-4000
- @chilton-trust-company
- SEC file
- 801-72833
- Structure
- Delaware LLC
- Fiscal year end
- December
Chilton Investment Services uses BNY Mellon Capital Markets ($4.34B, 80%) and Morgan Stanley ($1.1B, 20%) as custodians for its separately managed accounts. Chilton Investment Services has custody of $3B in client assets for 981 clients.
- BNY Mellon Capital MarketsBNY Mellon Capital Markets, LLC · Pittsburgh, PA · $4.34B80%
- Morgan StanleyMorgan Stanley Smith Barney LLC · New York, NY · $1.1B20%
At year end, Chilton Investment Services’ separately managed accounts were mostly in stocks (52%) and bonds (37%).
What the accounts hold
- Stocks52%
- Funds2%
- Bonds37%
- Investment grade corporate bonds16%
- State and local bonds12%
- U.S. government and agency bonds9%
- Cash4%
- Other5%
- Real estate and alternative investments, limited partnerships, rights, etc.5%
How many clients does Chilton Investment Services have?
Chilton Investment Services has 1,905 clients and manages $8.15 billion for them, as of July 2026. They include 1,172 individual clients, 506 high-net-worth individuals, and 139 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 6 July 2026
What services does Chilton Investment Services offer?
Chilton Investment Services provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Chilton Investment Services use?
Chilton Investment Services’ separately managed account assets are held at BNY Mellon Capital Markets, LLC (Pittsburgh, PA), with $4.34B and Morgan Stanley Smith Barney LLC (New York, NY), with $1.1B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 6 July 2026
How many financial advisors does Chilton Investment Services have?
Chilton Investment Services has 2 investment adviser representatives registered with state securities authorities, out of 70 employees, and 20 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Chilton Investment Services invest in?
At the end of its last fiscal year, Chilton Investment Services’ separately managed accounts held 52% exchange-traded equities, 16% investment grade corporate bonds, 12% state and local bonds, 9% U.S. government and agency bonds, 5% other, 4% cash and equivalents and 2% registered funds (mutual funds, ETFs, BDCs). The 5% other category is described as: Real Estate and Alternative Investments, Limited Partnerships, Rights, Etc. It advises 11 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Chilton Investment Services?
Chilton Investment Services is owned through a trust by Richard Chilton. Its direct owner is Chilton Trust, Inc. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 6 July 2026
How does Chilton Investment Services get paid?
Chilton Investment Services is paid through a percentage of assets under management, fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Chilton Investment Services registered with the SEC?
Yes, Chilton Investment Services has been registered with the SEC as an investment adviser since 25 October 2011. Its CRD number is 159306 and its SEC file number is 801-72833.
Source: Form ADV Part 1A, Item 1, filed 6 July 2026; IAPD firm record
How do I contact Chilton Investment Services?
Chilton Investment Services’ main office is at 1290 East Main Street 1st Floor, Stamford, CT 06902. Its phone number is 203-352-4000. Its website is chiltontrustcompany.com.