CHILTON INVESTMENT COMPANY, INC.
Firm details
- Headquarters
- STAMFORD, Connecticut
- CRD number
- 120107
- Registered since
- January 15, 2004
- Website
- chiltonfunds.com
- Custodians
- THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, MORGAN STANLEY & CO. LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles49.42%
- Charitable Organizations21.4%
- Pension & Profit Sharing Plans17.4%
- Corporations / Businesses11.78%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Chilton Investment Company, Inc. is an SEC-registered corporate adviser formed in 2004 that operates as a hedge-fund-style manager serving institutional clients. The firm acts as a portfolio manager for pooled investment vehicles and for businesses or institutions and holds CPO/CTA designations and related sponsor/GP roles for pooled vehicles. Its compensation schedule includes both a percentage-of-AUM fee and performance-based fees. Chilton is not an active ESG investor and it reports as a non-multi-state adviser. The firm was named to Barron’s Top 100 RIA list in both 2021 and 2022.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities88%
- Cash & Cash Equivalents12%
Contacts
3 of 4ANDREW BURR
Executive Vice PresidentCRD 6760587
JENNIFER FOSTER
Executive Vice PresidentCRD 4523836
RICHARD CHILTON
FounderCRD 1158328
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 80Active vs passive
$207M in ETFs
94%
$194M
4%
$12.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $27.2M | 41,774 | 13.13% |
Location
STAMFORD, CT
FAIRFIELD
Location
STAMFORD, CT
Headquartered in STAMFORD, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- FAIRFIELD
- Address
- 1290 E Main St
- Time zone
- ET (UTC-5)
- Office locations
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