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CHILTON INVESTMENT COMPANY, INC.
CRD 120107File 801-62678
APPROVED
Custody
Filing as of Apr 8, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.32B
Above cohort median (national)
Discretionary AUM
$1.32B
Clients
9
15 accounts
Employees
29
Above cohort median in CT
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Jan 15, 2004
- Principal office
- 1290 EAST MAIN STREET, 1ST FLOOR, STAMFORD, CT, 06902
- Phone
- 203-352-4000
- Website
- HTTP://WWW.CHILTONFUNDS.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.32B
- Discretionary AUM
- $1.32B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 15
- Non-discretionary accounts
- 0
- Total accounts
- 15
- AUM per client
- $147.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $155.9M |
| Charitable organizations | Fewer than 5 | $283.1M |
| Pooled investment vehicles | 9 | $653.9M |
| Pension and profit sharing plans | Fewer than 5 | $230.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.