Chilton Investment Services, Llc
- Regulatory AUM
- $8.2B
- Discretionary
- $7.9B
- Clients
- 1,905
- Avg AUM / client
- $4.3M
- Accounts
- 2,247
- Employees
- 70
AUM over time
Annual snapshots from Form ADV filings · as of Jul 06, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,172 | $2.0B | 24.0% |
| High net worth individuals | 506 | $3.1B | 38.5% |
| Pooled investment vehicles (non-investment companies) | 11 | $211M | 2.59% |
| Pension and profit sharing plans | 5 | $133M | 1.64% |
| Charitable organizations | 72 | $433M | 5.32% |
| Corporations and other businesses | 139 | $2.0B | 24.2% |
| Other | Fewer than 5 clients | $302M | 3.7% |
Private funds (9)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $175M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Chilton Select Equity Fund, L.P. | Other Private Fund | Delaware | $123M | 53 |
| Ctc Access Fund L.P. | Hedge Fund | Delaware | $13.4M | 20 |
| Chilton Whale Rock Hybrid Access Fund, L.P. | Private Equity Fund | Delaware | $8.6M | 65 |
| Ctc Greenbriar Vi Access Fund, L.P. | Private Equity Fund | Delaware | $7.8M | 25 |
| Ctc Greenbriar Access Fund, L.P. | Private Equity Fund | Delaware | $6.9M | 11 |
| Ctc Greenbriar V Access Fund, L.P. | Private Equity Fund | Delaware | $6.6M | 11 |
| Ctc Flybridge 2022 Access Fund, L.P. | Private Equity Fund | Delaware | $5.2M | 23 |
| Ctc Squadra Ii Access Fund, L.P. | Private Equity Fund | Delaware | $3.7M | 20 |
| Chilton Private Equity Fund, L.P. | Private Equity Fund | Delaware | $0 | 0 |
People (14)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Chilton, Richard, Lockwood | Chairman, Chief Investment Officer Equities, Director | May 2005 (21y) | ≈ 18.75% – 50% via Chilton Trust, Inc. | |
| Lickle, Garrison, Du Pont | Director | Mar 2011 (15y) | Less than 5% | |
| Horan, Timothy, Weston Applegate | Executive Vice President, Chief Investment Officer Fixed Income | Jan 2012 (15y) | Less than 5% | |
| George David Phelps Hamar | Managing Director, Head Of Wealth Advisory | Oct 2013 (13y) | Less than 5% | |
| Goss, Porter, Johnston | Director | Jul 2014 (12y) | Less than 5% | |
| Wainwright, Jonathan, Mayhew | Director | Jul 2014 (12y) | Less than 5% | |
| Foster, Jennifer, Leahy | Co Chief Investment Officer Equities And Portfolio Manager | Feb 2016 (11y) | Less than 5% | |
| Kim, Peter, Sunil | Managing Director, General Counsel, Chief Compliance Officer | Feb 2016 (11y) | Less than 5% | |
| Anderson, Pepper, Lindsley | President & Chief Executive Officer | Jul 2019 (7y) | Less than 5% | |
| Hilton, John, Allen | Director | Dec 2021 (5y) | Less than 5% | |
| Weymouth, Elizabeth, Kirk | Director | Jan 2022 (5y) | Less than 5% | |
| Weissman, Ross, Michael | Managing Director Chief Financial Officer | Aug 2023 (3y) | Less than 5% | |
| Benjamin Brewster | Registered representative | Jun 2014 (12y) | ||
| Kevin Ashton Wells | Registered representative | Dec 2020 (6y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Chilton Trust, Inc. | Shareholder | Feb 2012 | A | 75% or more |
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 Chilton Trust, Inc. × 75% – 100% direct ≈ 18.75% – 50% 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 (9, $175M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Chilton Select Equity Fund, L.P. | Other Private Fund | $123M | $1.0M | 53 |
| Ctc Access Fund L.P. | Hedge Fund | $13.4M | $250K | 20 |
| Chilton Whale Rock Hybrid Access Fund, L.P. | Private Equity Fund | $8.6M | $250K | 65 |
| Ctc Greenbriar Vi Access Fund, L.P. | Private Equity Fund | $7.8M | $250K | 25 |
| Ctc Greenbriar Access Fund, L.P. | Private Equity Fund | $6.9M | $250K | 11 |
| Ctc Greenbriar V Access Fund, L.P. | Private Equity Fund | $6.6M | $250K | 11 |
| Ctc Flybridge 2022 Access Fund, L.P. | Private Equity Fund | $5.2M | $250K | 23 |
| Ctc Squadra Ii Access Fund, L.P. | Private Equity Fund | $3.7M | $250K | 20 |
| Chilton Private Equity Fund, L.P. | Private Equity Fund | $0 | $250K | 0 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/06/2026 | 3.34 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
- • Fixed fees
- • Other fees
- • FAMILY OFFICE SERVICES FEES
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- BNY Mellon $4.3B (53% of AUM) Jul 2026
- Morgan Stanley $1.1B (14% of AUM) Jul 2026
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: Jul 06, 2026.
View current Form ADV (SEC/IAPD) ↗