Chilton Investment Services, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Stamford, CT. Its latest Form ADV filing, dated March 30, 2026, reports $8.2B in regulatory assets under management, 70 employees, 6 offices, and 2,247 accounts.
Assets Under Management
$8.2B
Employees
70
Offices
6 offices
Total Clients
1,905
Primary office
STAMFORD, CT
1290 EAST MAIN STREET 1ST FLOOR, STAMFORD, CT, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 61.5% of total clients.
Top client categories% of clientsClients
1
Individuals
61.5%
1,172
2
HNWI
26.6%
506
3
Corporations
7.3%
139
4
Charitable
3.8%
72
5
Pooled Investment Vehicles
0.6%
11
Categories with <5 clients
NATIVE AMERICAN TRIBE<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$8.2Bas of March 30, 2026
Discretionary96.5%
$7.9B
97% of total RAUM96.5%
Non-discretionary3.5%
$283M
3% of total RAUM3.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$8.2B
Total Accounts2,247
10Y AUM Change+$4.4B (+114.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees70
Clients per Employee27:1
10Y Employee Change+25 (+55.6%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.