Chilton Investment Company, Inc.
- Regulatory AUM
- $1.3B
- Discretionary
- $1.3B
- Clients
- 9
- Avg AUM / client
- $147M
- Accounts
- 15
- Employees
- 29
AUM over time
Annual snapshots from Form ADV filings · as of Apr 08, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 9 | $654M | 49.4% |
| Pension and profit sharing plans | Fewer than 5 clients | $230M | 17.4% |
| Charitable organizations | Fewer than 5 clients | $283M | 21.4% |
| Corporations and other businesses | Fewer than 5 clients | $156M | 11.8% |
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $389M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Chilton Investment Partners, L.P. master | Hedge Fund | Delaware | $283M | 29 |
| Chilton Opportunity Trust, L.P. | Hedge Fund | Delaware | $79.1M | 50 |
| Chilton Small Cap & Mid Cap Partners, L.P. master | Hedge Fund | Delaware | $26.2M | 7 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Chilton, Richard, Lockwood | Shareholder | Apr 1992 (34y) | ≈ 14.06% – 50% via Birchwood Investment Company, Inc. | |
| Foster, Jennifer, Leahy | Director, Executive Vice President, Co Chief Investment Officer | May 2005 (21y) | Less than 5% | |
| Burr, Andrew, Edwards | Executive Vice President, Director Of Trading | Feb 2017 (10y) | Less than 5% | |
| Kim, Peter, Sunil | Managing Director, General Counsel & Chief Compliance Officer | Mar 2019 (7y) | Less than 5% | |
| Weissman, Ross, Michael | Managing Director Chief Financial Officer | Aug 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Chilton Investment Company, Llc | Sole Shareholder | May 2022 | A | 75% or more |
| Birchwood Investment Company, Inc. | Shareholder | May 2005 | B | ≈ 56.25% – 100% via Chilton Investment Company, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Chilton, Richard, Lockwood: 25% – 50% of Birchwood Investment Company, Inc. × 75% – 100% of Chilton Investment Company, Llc × 75% – 100% direct ≈ 14.06% – 50% of the firm
- Birchwood Investment Company, Inc.: 75% – 100% of Chilton Investment Company, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (3, $389M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Chilton Investment Partners, L.P. | Hedge Fund | $283M | $1.0M | 29 |
| Chilton Opportunity Trust, L.P. | Hedge Fund | $79.1M | $1.0M | 50 |
| Chilton Small Cap & Mid Cap Partners, L.P. | Hedge Fund | $26.2M | $1.0M | 7 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/08/2026 | 1.83 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Northern Trust $439M (33% of AUM) Apr 2026
- Morgan Stanley $230M (17% of AUM) Apr 2026
- State Street $208M (8% of AUM) Jun 2019
- Goldman Sachs $153M (6% of AUM) Oct 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 08, 2026.
View current Form ADV (SEC/IAPD) ↗