SourcingSourcing

CHILTON INVESTMENT COMPANY, INC.

C42
CRD 120107·SEC 801-62678·STAMFORD, CT
AUM
$1.32B
$1B+
Est. Revenue
$13.2M
@ 1% on AUM
Est. EBITDA
$4.0M
@ 30% margin
Est. Deal Value
$31.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CHILTON INVESTMENT COMPANY, INC.
CRD
120107
SEC file #
801-62678
EIN
000000000
DBA names
—

Economics

AUM
$1.32B
AUM band
$1B+
AUM trajectory
'20'26
$2.58B → $1.32B▼ -49%
Client mix
Pooled Investment Vehicles9

Operations

Employees (total)
29
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'20'26
10 advisors → 5 advisors▼ -50%
Primary office
STAMFORD CT
Branches
—

Custodian & Brokerage

Primary custodian
Morgan Stanleylow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
04/08/2026
ADV-W filed at
—
Website
chiltonfunds.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BIRCHWOOD HOLDINGS, INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
BIRCHWOOD HOLDINGS, INC.
BURR, ANDREW, EDWARDS
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
CHILTONFUNDS.COM
Rdap Domain Creation Date
1998-09-03T04:00:00Z
Rdap Firm Age Years
28
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
2
Form 5500 Total Participants
140
Form 5500 Total Compensation
1,824,000
Form 5500 Compensation Trajectory 3y
20251,824,000
20240
Form 5500 Plan Count Trajectory 3y
20241
20251
Schedule C Total Compensation
1,824,000
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Cik
0001457060
Edgar Registered
Yes
Edgar Filing Count
18
Edgar First Filing Date
2009-02-19
Edgar Last Filing Date
2025-07-22
Edgar Form D Count
17
Edgar Form D Offerings
2025-07-222025-07-22 · 0001457060-25-000001
2024-07-262024-07-26 · 0001457060-24-000001
Edgar Former Names
CHILTON INTERNATIONAL (BVI) LTD

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Morgan Stanley11
Goldman Sachs6
E*trade4
Northern Trust2
Jpmorgan1
Edgar Addresses
Mailing
C/O CHILTON INVESTMENT CO INC1290 EAST MAIN STREET, 1ST FLSTAMFORD, CT 06902
Business
C/O CHILTON INVESTMENT CO INC1290 EAST MAIN STREET, 1ST FLSTAMFORD, CT 06902
Edgar EIN
000000000
Edgar Recent Filings
D/A2025-07-22 · 0001457060-25-000001
D/A2024-07-26 · 0001457060-24-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-10-16T11:59:59Z
Rdap Domain Last Changed
2025-07-31T14:47:49Z
Rdap Nameservers
Ns23.domaincontrol.comNs24.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
Yes

People (4)

4
BURR, ANDREW, EDWARDS
Executive Officer · 2.5%
6760587
CHILTON, RICHARD, LOCKWOOD
Executive Officer · 2.5%
1158328
FOSTER, JENNIFER, LEAHY
Executive Officer · 2.5%
4523836
KIM, PETER, SUNIL
Executive Officer · 2.5%
6415962