# Chilton Investment Services

Chilton Investment Services is a Multi Family Office based in Stamford, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Stamford, United States
- **Region:** North America
- **Address:** Stamford, CT, United States
- **Founded:** 1992
- **Assets under management:** Undisclosed
- **Website:** chiltonfunds.com
- **LinkedIn:** https://www.linkedin.com/company/chilton-investment-company

## Regulatory record

- **CRD number:** 159306
- **SEC file number:** 801-72833
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-30T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/159306

## About

Richard L. Chilton Jr. started Chilton Investment Company in 1992. The multi-family office arm, Chilton Investment Services, was formed later to deliver advisory and wealth-planning services to external clients while preserving family capital. The firm allocates across hedge funds, fund-of-funds vehicles, and insurance-linked strategies. It also holds direct real-estate and agricultural assets. Confirmed holdings include Crichel Down Estate in Dorset, White Hall Plantation and Buckfield Plantation in South Carolina, and a residence in Darien, Connecticut. Geographic exposure centers on North America with one additional property in the United Kingdom. Chilton Trust Company operates from offices in Palm Beach and New York. Richard L. Chilton Jr. serves as Chairman and CEO of both the investment services and trust entities. The firm reports no public headcount figure. Richard L. Chilton Jr. maintains trusteeships at the Metropolitan Museum of Art and the Robin Hood Foundation. The family office and trust company sit alongside the original hedge-fund entity rather than inside it. This separation allows the firm to offer services to outside families while keeping investment decision-making within the Chilton family structure.

## Sectors

- Hedge Funds
- Fund of Funds

## Offices

- Palm Beach, FL, United States
- New York, NY, United States

## People

- Richard L. Chilton Jr. — Founder, Chairman, and CEO

## Questions

### Who runs investment decisions at Chilton Investment Services?

Richard L. Chilton Jr. serves as Founder, Chairman, and CEO. Jennifer M. Lee holds the role of President and CEO of the affiliated Chilton Trust Company.

### Does Chilton Investment Services participate in fund commitments or direct deals?

The firm uses both fund-of-funds vehicles and direct holdings. Direct positions include multiple agricultural and residential properties in the United States and United Kingdom.

### What geographic regions does the firm cover?

Primary exposure is in North America. One residential holding is located in Dorset, United Kingdom.

### Which asset classes receive allocation?

Allocations include hedge funds, fund-of-funds, insurance-linked securities, and direct real estate and agricultural land.

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- [Secure Spectrum](https://altss.com/profile/secure-spectrum)
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Last updated: 2026-06-03T20:00:00.000Z

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