The CHILTON GROUP is a privately held investment adviser that advises $9.28Bn in regulatory assets under management held in 4 SEC fund types across 4 investment strategies. CHILTON GROUP is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 34.81% over the last 5-years.
The Group has been registered with the SEC for 22.56 years and is comprised of 2 filing and 0 relying advisers. They operate out of 7 office locations with their Headquarters at 1290 EAST MAIN STREET 1ST FLOOR, STAMFORD, CONNECTICUT. The Group has not been subject to regulatory enforcement actions. They are regulated by 4 US and Non-US bodies.
They have 99 employees comprised of 25 investment and 74 non-investment staff. The total number of Employees increased by 5.32% over the last 5-years.
Their $9.28Bn in assets advised are owned by 20 private funds, 1 public fund and BDCs and 216 other accounts. Assets of High Net Worth Individuals clients own $3.14Bn or 33.86% of Total Assets and Corporations or Other Businesses own $2.13Bn or 22.96% of Total Assets.
The Group's top investment strategies include Long/Short Equity, Multi Strat and Traditional LBO, representing 46.75%, 46.58% and 5.15% of total assets, respectively.
They advise 7 types of clients, top clients are High Net Worth Individuals and Corporations or Other Businesses.
The Group uses 2 Fund Administrators, 1 Fund Auditors, 2 Prime Brokers, 7 Custodians and 4 Marketers. It does not report a third-party Fund Administrator in 8 private funds with $57.45mn in assets.
The Group discloses fixed fees, management fees and performance-based fees.
CHILTON GROUP names 3 sub-advisers GRANAHAN INVESTMENT MANAGEMENT LLC, WCM INVESTMENT MANAGEMENT, WEDGEWOOD PARTNERS, INC. to 1 different fund advised by the group. The Group has been named as the sub-adviser to 0 funds.