Firm profile

Chilton Investment Services, LLC

STAMFORD, CTCRD 159306Registration Status: ApprovedEffective since October 25, 2011SEC # 801-72833Latest ADV July 6, 2026

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 July 6, 2026, reports $8.2B in regulatory assets under management, 70 employees, 7 offices, and 2,247 accounts.

Assets Under Management
$8.2B
Employees
70
Offices
7 offices
Total Clients
1,905

Associated firm names

2 names listed
  • CHILTON INVESTMENT SERVICES, LLC
  • CHILTON PRIVATE CLIENTS, LLC

Leadership

6 roles identified
CEOJennifer M. Lee
CCOPeter S. Kim
COOPeter S. Kim

Advisory services offered

4 types reported
Portfolio management for businesses
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

Offices & Contact

Primary office

STAMFORD, Connecticut, United States

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Primary office regionOther reported regions

Shading shows states and countries with reported offices. Cities are listed below; shading does not indicate service coverage.

Connecticut

STAMFORDPrimary office

Delaware

WILMINGTON

Florida

PALM BEACH · NAPLES

New York

NEW YORK

North Carolina

CHARLOTTE

Virginia

CHARLOTTESVILLE

7 office records listed · 7 total offices reported. Counts can use different reporting dates. SEC filers may list only their largest 25 additional offices.

Contact and digital presence

ADV profile links

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$8.2Bas of July 6, 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.

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

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%)

Private Funds

Private funds reported by Chilton Investment Services, LLC

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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%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.


Ownership

Reported direct and indirect ownership ranges

Each range applies to a separate reported relationship and should not be added together.

Reported ownership ranges

Highlighted bands show the percentage range reported in Form ADV.

0%25%50%75%100%
CHILTON TRUST, INC.Direct owner · Schedule AInterest in CHILTON INVESTMENT SERVICES, LLC
75%+
RICHARD LOCKWOOD CHILTONIndirect owner · Schedule BInterest in CHILTON TRUST, INC.
25% to < 50%

Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Chilton Investment Services, LLC.

Reported ownership and control details

Form ADV · Filing date 2026-07-06 · Schedules A and B

14 entries
#Owner / person & roleInterest in entityReported interestControl personTitle / status acquiredSource
1RICHARD LOCKWOOD CHILTONCHAIRMAN, DIRECTOR, PORTFOLIO MANAGER-EQUITIESIndividualCHILTON INVESTMENT SERVICES, LLCLess than 5%Code NAYesCHAIRMAN, DIRECTOR, PORTFOLIO MANAGER-EQUITIES01/2012Schedule APDF page 74
2GARRISON DU PONT LICKLEDIRECTORIndividualCHILTON INVESTMENT SERVICES, LLCLess than 5%Code NAYesDIRECTOR03/2011Schedule APDF page 74
3TIMOTHY WESTON APPLEGATE HORANEXECUTIVE VICE PRESIDENT, CHIEF INVESTMENT OFFICER - FIXED INCOMEIndividualCHILTON INVESTMENT SERVICES, LLCLess than 5%Code NAYesEXECUTIVE VICE PRESIDENT, CHIEF INVESTMENT OFFICER - FIXED INCOME01/2012Schedule APDF page 74
4CHILTON TRUST, INC.SHAREHOLDERDomestic entityCHILTON INVESTMENT SERVICES, LLC75% or moreCode EYesSHAREHOLDER02/2012Schedule APDF page 74
5PORTER JOHNSTON GOSSDIRECTORIndividualCHILTON INVESTMENT SERVICES, LLCLess than 5%Code NAYesDIRECTOR07/2014Schedule APDF page 74
6PETER SUNIL KIMMANAGING DIRECTOR, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICERIndividualCHILTON INVESTMENT SERVICES, LLCLess than 5%Code NAYesMANAGING DIRECTOR, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER02/2016Schedule APDF page 74
7JENNIFER LEAHY FOSTERCO-CHIEF INVESTMENT OFFICER - EQUITIES AND PORTFOLIO MANAGERIndividualCHILTON INVESTMENT SERVICES, LLCLess than 5%Code NAYesCO-CHIEF INVESTMENT OFFICER - EQUITIES AND PORTFOLIO MANAGER02/2016Schedule APDF page 74
8GEORGE DAVID PHELPS HAMARMANAGING DIRECTOR, HEAD OF WEALTH ADVISORYIndividualCHILTON INVESTMENT SERVICES, LLCLess than 5%Code NANoMANAGING DIRECTOR, HEAD OF WEALTH ADVISORY10/2013Schedule APDF page 74
9ELIZABETH KIRK WEYMOUTHDIRECTORIndividualCHILTON INVESTMENT SERVICES, LLCLess than 5%Code NAYesDIRECTOR01/2022Schedule APDF page 74
10JOHN ALLEN HILTONDIRECTORIndividualCHILTON INVESTMENT SERVICES, LLCLess than 5%Code NAYesDIRECTOR12/2021Schedule APDF page 74
11DAVID S DANIELDIRECTORIndividualCHILTON INVESTMENT SERVICES, LLCLess than 5%Code NAYesDIRECTOR10/2024Schedule APDF page 74
12NICHOLAS LAWRENCE FRELINGHUYSENCO-CHIEF INVESTMENT OFFICER - EQUITIES AND PORTFOLIO MANAGERIndividualCHILTON INVESTMENT SERVICES, LLCLess than 5%Code NAYesCO-CHIEF INVESTMENT OFFICER - EQUITIES AND PORTFOLIO MANAGER02/2025Schedule APDF page 74
13JENNIFER MICHELLE LEEPRESIDENT & CHIEF EXECUTIVE OFFICERIndividualCHILTON INVESTMENT SERVICES, LLCLess than 5%Code NAYesPRESIDENT & CHIEF EXECUTIVE OFFICER10/2025Schedule APDF page 75
14RICHARD LOCKWOOD CHILTONSHAREHOLDERIndividualCHILTON TRUST, INC.25% to less than 50%Code CYesSHAREHOLDER05/2005Schedule BPDF page 75

Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.

Compliance & Disclosures

Filing dated 7/6/2026 2:01:40 PM

Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.

RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo
AFelonies2 No

In the past ten years, have you or any advisory affiliate:

  • A1Been convicted of or pleaded guilty or no contest to a felony?No
  • A2Been charged with a felony?No
BMisdemeanors2 No

In the past ten years, have you or any advisory affiliate:

  • B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
  • B2Been charged with a misdemeanor of the kind listed above?No
CSEC or CFTC actions5 No

Has the SEC or CFTC ever:

  • C1Found you or an advisory affiliate made a false statement or omission?No
  • C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
  • C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No
DOther regulatory actions5 No

Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:

  • D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
  • D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
  • D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No
ESelf-regulatory organization actions4 No

Has a self-regulatory organization or commodities exchange ever:

  • E1Found you or an advisory affiliate made a false statement or omission?No
  • E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
  • E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No
FProfessional authorizations1 No
  • FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No
GPending regulatory proceedings1 No
  • GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No
HCivil judicial actions and proceedings4 No

(1) Court actions

Has a domestic or foreign court:

  • H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
  • H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
  • H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No

(2) Pending civil proceedings

  • H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No

* 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.