SourcingSourcing

CHILTON INVESTMENT SERVICES, LLC

C24
CRD 159306·SEC 801-72833·STAMFORD, CT
AUM
$8.15B
$1B+
Est. Revenue
$81.5M
@ 1% on AUM
Est. EBITDA
$24.5M
@ 30% margin
Est. Deal Value
$195.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CHILTON INVESTMENT SERVICES, LLC
CRD
159306
SEC file #
801-72833
EIN
000000000
DBA names
—

Economics

AUM
$8.15B
AUM band
$1B+
AUM trajectory
'20'26
$3.78B → $8.15B▲ +116%
Client mix
Individuals Other1,172
Individuals High Net Worth506
Corporations139
Charitable Organizations72
Pooled Investment Vehicles11

Operations

Employees (total)
70
Advisory staff (per ADV)
20
Advisory staff (5-yr trend)
'20'26
16 advisors → 20 advisors▲ +25%
Primary office
STAMFORD CT
Branches
—

Custodian & Brokerage

Primary custodian
Pershinglow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMFixed feesOther Compensation

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
chiltontrustcompany.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CHILTON TRUST, INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
13
Control Persons
CHILTON TRUST, INC.
CHILTON, RICHARD, LOCKWOOD
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
CHILTONTRUSTCOMPANY.COM
Rdap Domain Creation Date
2010-06-10T15:20:43Z
Rdap Firm Age Years
16
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001455680
Edgar Registered
Yes
Edgar Filing Count
7
Edgar First Filing Date
2009-02-03
Edgar Last Filing Date
2013-10-07
Edgar Form D Count
6
Edgar Form D Offerings
2013-10-072013-10-07 · 0000950103-13-005866
2012-10-052012-10-05 · 0000950103-12-005308
Edgar Former Names
Chilton Global Credit Opportunities Fund (BVI), Ltd.
CHILTON GLOBAL CREDIT OPPORTUNITIES FUND (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
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Pershing19
U.s. Bank8
Morgan Stanley8
E*trade4
Bny Mellon3
Edgar Addresses
Mailing
C/O CHILTON INVESTMENT COMPANY, LLC1266 EAST MAIN STREET, 7TH FLSTAMFORD, CT 06902
Business
C/O CHILTON INVESTMENT COMPANY, LLC1266 EAST MAIN STREET, 7TH FLSTAMFORD, CT 06902
Edgar EIN
000000000
Edgar Recent Filings
D/A2013-10-07 · 0000950103-13-005866
D/A2012-10-05 · 0000950103-12-005308
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-10-16T11:59:59Z
Rdap Domain Last Changed
2025-07-31T14:48:20Z
Rdap Nameservers
Ns35.domaincontrol.comNs36.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
Yes

People (14)

14
HAMAR, GEORGE, DAVID PHELPS
IAR · Executive Officer · 2.5%
2559836
CHILTON, RICHARD, LOCKWOOD
Executive Officer · 2.5%
1158328
DANIEL, DAVID, S
Executive Officer · 2.5%
8057637
FOSTER, JENNIFER, LEAHY
Executive Officer · 2.5%
4523836
NICHOLAS LAWRENCE FRELINGHUYSEN
Executive Officer · 2.5%
2356611
GOSS, PORTER, JOHNSTON
Executive Officer · 2.5%
6415949
HILTON, JOHN, ALLEN
Executive Officer · 2.5%
2903130
HORAN, TIMOTHY, WESTON
Executive Officer · 2.5%
2252713
KIM, PETER, SUNIL
Executive Officer · 2.5%
6415962
JENNIFER MICHELLE LEE
Executive Officer · 2.5%
3116381
LICKLE, GARRISON, DU PONT
Executive Officer · 2.5%
4150539
ELIZABETH KIRK WEYMOUTH
Executive Officer · 2.5%
2539919
KEVIN ASHTON WELLS
IAR
6111896
BENJAMIN BREWSTER
IAR
2644030