CHILTON INVESTMENT SERVICES, LLC

CHILTON INVESTMENT SERVICES, LLC of STAMFORD, CT is an SEC-registered investment adviser (CRD 159306). Regulatory assets under management: $8.2B.

Registration

Business model

Compensation: % of AUM, Fixed, Other.

Clients served: High net worth, Pooled vehicles, Charities, Investment cos.

Officers, owners & control persons (38)

Showing 25 of 38 people.

NameRoleLocation
Richard Lockwood ChiltonCHAIRMAN, DIRECTOR, PORTFOLIO MANAGER-EQUITIES; SHAREHOLDER
Garrison Du Pont LickleDIRECTOR
Timothy Weston Applegate HoranEXECUTIVE VICE PRESIDENT, CHIEF INVESTMENT OFFICER - FIXED INCOME
Porter Johnston GossDIRECTOR
Peter Sunil KimMANAGING DIRECTOR, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER
Jennifer Leahy FosterCO-CHIEF INVESTMENT OFFICER - EQUITIES AND PORTFOLIO MANAGER
George David Phelps HamarMANAGING DIRECTOR, HEAD OF WEALTH ADVISORY
Elizabeth Kirk WeymouthDIRECTOR
John Allen HiltonDIRECTOR
Ross Michael WeissmanMANAGING DIRECTOR - CHIEF FINANCIAL OFFICER
David S DanielDIRECTOR
Nicholas Lawrence FrelinghuysenCO-CHIEF INVESTMENT OFFICER - EQUITIES AND PORTFOLIO MANAGER
WAINWRIGHT JONATHAN MAYHEWDIRECTOR
WEISSMAN ROSS MICHAELMANAGING DIRECTOR - CHIEF FINANCIAL OFFICER
HILTON JOHN ALLENDIRECTOR
CHILTON RICHARD LOCKWOODCHAIRMAN, CHIEF EXECUTIVE OFFICER & CHIEF INVESTMENT OFFICER; CHAIRMAN, CHIEF EXECUTIVE OFFICER & CHIEF INVESTMENT OFFICER - EQUITIES; CHAIRMAN, CHIEF INVESTMENT OFFICER - EQUITIES (+2 more)
MALLON PATRICIADIRECTOR, VICE PRESIDENT & TREASURER
FOSTER JENNIFERCO-CHIEF INVESTMENT OFFICER - EQUITIES AND PORTFOLIO MANAGER
HAMAR GEORGE DAVID PHELPSMANAGING DIRECTOR, HEAD OF WEALTH ADVISORY
STEINTHAL JAMESDIRECTOR, VICE PRESIDENT & SECRETARY
LICKLE GARRISON DU PONTDIRECTOR; MANAGING MEMBER, SINGLE MEMBER LLC; MEMBER, SINGLE MEMBER LLC (+1 more)
CZACHOR LISA MEXECUTIVE VICE PRESIDENT
DUGGINS JENNIFER AVICE PRESIDENT-CHIEF COMPLIANCE OFFICER
MALLON PATRICIA ANNEDIRECTOR, VICE PRESIDENT & TREASURER; VICE PRESIDENT & TREASURER
STEINTHAL JAMES EDWARDDIRECTOR, VICE PRESIDENT & SECRETARY; VICE PRESIDENT & SECRETARY

Private funds (11)

Other Private Fund: 3 · Private Equity Fund: 6 · Real Estate Fund: 1 · Hedge Fund: 1

FundTypeFormedOwnersGross asset valueMin investment
CHILTON TRUST ROYAL PALM EQUITY FUND, L.P.Other Private FundDelaware48$153.6M$1.0M
CHILTON - WHALE ROCK HYBRID ACCESS FUND, L.P.Real Estate FundDelaware65$14.9M$250K
CHILTON TRUST ROYAL PALM ABSOLUTE RETURN FUND, L.P.Other Private FundDelaware25$13.8M$200K
CHILTON PRIVATE EQUITY FUND, L.P.Private Equity FundDelaware40$12.6M$250K
CTC GREENBRIAR VI ACCESS FUND, L.P.Private Equity FundDelaware25$8.6M$250K
CTC GREENBRIAR V ACCESS FUND, L.P.Private Equity FundDelaware11$6.9M$250K
CTC FLYBRIDGE 2022 ACCESS FUND, L.P.Private Equity FundDelaware25$5.4M$250K
CTC SQUADRA II ACCESS FUND, L.P.Private Equity FundDelaware20$3.9M$250K
CHILTON TRUST ROYAL PALM GROWTH FUND, L.P.Other Private FundDelaware11$3.6M$250K
CTC GREENBRIAR ACCESS FUND, L.P.Private Equity FundDelaware11$3.4M$250K
CTC ACCESS FUND L.P.Hedge FundDelaware17$1.8M$250K

Branch offices (6)

CityStateEmployeesPhone
NEW YORKNY10212-751-3596
PALM BEACHFL35615986330
CHARLOTTENC29802273100
CHARLOTTESVILLEVA1434-244-3390
WILMINGTONDE13024663501
NAPLESFL1239-488-1050

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