DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
C•••••• I••••••••• C••••••• I•••
Latest filing Apr 8, 2026
First filing on the tape Mar 30, 2012 · 37 filings
SEC status approved since Jan 15, 2004
RAUM
$1.3B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
29
5 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
3
reported on Schedule D
History
37 filings and snapshots on the tape
RAUM$1.3B as of Apr 8, 2026
Mar 30, 2012$8.9B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Apr 8, 2026
Apr 1, 20130 then
Employees (5.A)29 as of Apr 8, 2026
Apr 1, 201396 then
Private funds3 as of Apr 8, 2026
Mar 30, 201220 then
RAUM +9.8% over the last fiscal year-10.0% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Apr 8, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $88.2MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 39%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +9.8%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $265M, 3 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- an independent public accountant performs a surprise examination (9.C.1)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$654M49%
- Charitable organizations$283M21%
- Pension and profit-sharing plans$230M17%
- Corporations and businesses$156M12%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 15reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $265M for 3 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.49 institutional_share=0.39 related_bd=false related_bank=true bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
24 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| C•••••• S•••••••• V•••• P••••••• L•••no longer reported | Hedge Fund | $319M | 34 | Mar 30, 2012 |
| C•••••• E••••••• I••••••••• L•••no longer reported | Hedge Fund | $311M | 46 | Mar 30, 2012 |
| C•••••• I••••••••• L•••no longer reported | Hedge Fund | $306M | 21 | Mar 30, 2012 |
| C•••••• I••••••••• P•••••••• L••• | Hedge Fund | $283M | 29 | Mar 30, 2012 |
| C•••••• E•••• I••••••••• L•••no longer reported | Hedge Fund | $276M | 1 | Mar 30, 2012 |
| C•••••• G••••• N•••••• R•••••••• P••••••• I•• L•••no longer reported | Hedge Fund | $243M | 53 | Mar 30, 2012 |
| C•••••• S•••• C•• I••••••••• I• •••• L•••no longer reported | Hedge Fund | $194M | 1 | Mar 30, 2012 |
| C•••••• G••••• N•••••• R•••••••• L••• O••••••••• L•••no longer reported | Other Private Fund | $181M | 0 | Apr 1, 2013 |
| C•••••• O••••••••• I••••••••• L•••no longer reported | Hedge Fund | $170M | 22 | Mar 30, 2012 |
| C•••••• S•••• C•• • M•• C•• I••••••••• L•••no longer reported | Hedge Fund | $152M | 34 | Mar 30, 2012 |
| C•••••• G••••• N•••••• R•••••••• P•••••••• L•••no longer reported | Hedge Fund | $90.7M | 0 | Mar 30, 2012 |
| C•••••• O••••••••• T••••• L••• | Hedge Fund | $79.1M | 50 | Mar 30, 2012 |
| C•••••• H••••• U••• E•••••••• L•••no longer reported | Hedge Fund | $75.5M | 38 | Mar 30, 2012 |
| C•••••• U•••• • G••••• S•••••••••no longer reported | Hedge Fund | $55.1M | 11 | Mar 30, 2012 |
| C•••••• C•••• O••••••••• M••••• F•••• L•••no longer reported | Hedge Fund | $48.6M | 42 | Mar 30, 2012 |
| C•••••• S•••• C•• • M•• C•• P•••••••• L••• | Hedge Fund | $26.2M | 7 | Mar 29, 2018 |
| C•••••• A•••••••• F•••• L•••no longer reported | Hedge Fund | $22.1M | 4 | Jul 5, 2016 |
| C•••••• P••••••• P•••••• M••••• F•••• L•••no longer reported | Hedge Fund | $14.9M | 14 | Mar 30, 2012 |
| C•••••• N•• E•• P•••••••• L•••no longer reported | Hedge Fund | $14.1M | 78 | Mar 30, 2012 |
| C•••••• S•••• C•• F•••• F•••• L•••no longer reported | Hedge Fund | $9.1M | 21 | Mar 30, 2012 |
| C•••••• Q• E••••••• P•••••••• L••• | Hedge Fund | $3.7M | 5 | Mar 31, 2015 |
| C•••••• G••••• N•••••• R•••••••• I••••••••• I••• L•••no longer reported | Hedge Fund | $2.3M | 0 | Mar 30, 2012 |
| C•••••• M••••••••• F•••• L•••no longer reported | Hedge Fund | $66,000 | 13 | Mar 30, 2012 |
| C•••••• P•••••• E••••• P••••••• I• L•••no longer reported | Private Equity Fund | $17,000 | 0 | Mar 30, 2012 |
Owners and control persons
Schedule A and B, latest filing
- B•••• A•••••• E•••••• · Executive Vice President, Director Of Tradingcontrolsince 02/2017 · owns less than 5%
- C••••••• R••••••• L••••••• · Chairman, Chief Executive Officer & Chief Investment Officer, Directorcontrolsince 05/2005 · owns less than 5%
- F•••••• J•••••••• L•••• · Director, Executive Vice President, Co-Chief Investment Officercontrolsince 05/2005 · owns less than 5%
- K••• P••••• S•••• · Managing Director, General Counsel & Chief Compliance Officercontrolsince 03/2019 · owns less than 5%
- W•••••••• R•••• M•••••• · Managing Director - Chief Financial Officercontrolsince 08/2023 · owns less than 5%
- C••••••• R••••••• L••••••• · Shareholdercontrolsince 04/1992 · owns 25% to 50% of B•••••••• I••••••••• C••••••• I•••
Entity owners
- C•••••• I••••••••• C••••••• L•• · Sole Shareholderdirect · owns 75% or more
- B•••••••• I••••••••• C••••••• I••• · Shareholderindirect · owns 75% or more of C•••••• I••••••••• C••••••• L••
Related persons
Schedule D 7.A
- C•••••• I••••••••• C•••••• L••••••investment advisery
- C•••••• I••••••••• S•••••••• L••investment adviserbankpooled vehicle sponsoryRAUM $8.2B
- C•••••• T•••• C••••••• N••••••• A•••••••••y
Advisers that list C•••••• I••••••••• C••••••• I••• as a related person
- 159306 y
Offices
Schedule D 1.F, the 25 largest
- New York, NY5 employees
What changed
consecutive filings, newest first
- Accounts · 16 to 15Jun 23, 2025 to Mar 30, 2026
- Pooled vehicle clients · 8 to 9Jun 23, 2025 to Mar 30, 2026
- Assets in custody · $307M to $265MJun 23, 2025 to Mar 30, 2026
- Discretionary RAUM · $1.2B to $1.3BJun 23, 2025 to Mar 30, 2026
- Pension RAUM · $234M to $230MJun 23, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $566M to $654MJun 23, 2025 to Mar 30, 2026
- RAUM · $1.2B to $1.3BJun 23, 2025 to Mar 30, 2026
- Financial planning clients · unset to Apr 7, 2025 to Jun 23, 2025
- Advisory activities · 3 to 2Mar 28, 2024 to Apr 7, 2025
- Assets in custody · $358M to $307MMar 28, 2024 to Apr 7, 2025
- Employees · 31 to 29Mar 28, 2024 to Apr 7, 2025
- Discretionary RAUM · $1.3B to $1.2BMar 28, 2024 to Apr 7, 2025
- Pension RAUM · $207M to $234MMar 28, 2024 to Apr 7, 2025
- Pooled vehicle RAUM · $622M to $566MMar 28, 2024 to Apr 7, 2025
- RAUM · $1.3B to $1.2BMar 28, 2024 to Apr 7, 2025
- Accounts · 22 to 16Mar 31, 2023 to Mar 28, 2024
- Pooled vehicle clients · 15 to 8Mar 31, 2023 to Mar 28, 2024
- Assets in custody · $501M to $358MMar 31, 2023 to Mar 28, 2024
- Employees · 35 to 31Mar 31, 2023 to Mar 28, 2024
- Private funds · 4 to 3Mar 31, 2023 to Mar 28, 2024
- Discretionary RAUM · $1.8B to $1.3BMar 31, 2023 to Mar 28, 2024
- Pension RAUM · $325M to $207MMar 31, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $873M to $622MMar 31, 2023 to Mar 28, 2024
- RAUM · $1.8B to $1.3BMar 31, 2023 to Mar 28, 2024
- Accounts · 21 to 22Oct 26, 2022 to Mar 31, 2023
- Business name · C•••••• I••••••••• C••••••• L•• to C•••••• I••••••••• C••••••• I•••Oct 26, 2022 to Mar 31, 2023
- Assets in custody · $631M to $501MOct 26, 2022 to Mar 31, 2023
- Employees · 33 to 35Oct 26, 2022 to Mar 31, 2023
- Discretionary RAUM · $2.7B to $1.8BOct 26, 2022 to Mar 31, 2023
- Pension RAUM · $713M to $325MOct 26, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $1.3B to $873MOct 26, 2022 to Mar 31, 2023
- RAUM · $2.7B to $1.8BOct 26, 2022 to Mar 31, 2023
- Legal name · C•••••• I••••••••• C••••••• L•• to C•••••• I••••••••• C••••••• I•••Sep 9, 2022 to Oct 26, 2022
- Organization form · Limited Liability Company to CorporationSep 9, 2022 to Oct 26, 2022
- Succession · true to falseMay 13, 2022 to Sep 9, 2022
- Succession · false to trueMar 30, 2022 to May 13, 2022
- Advisory employees · 6 to 5Mar 31, 2021 to Mar 30, 2022
- Pooled vehicle clients · 12 to 15Mar 31, 2021 to Mar 30, 2022
- Assets in custody · $596M to $631MMar 31, 2021 to Mar 30, 2022
- Employees · 39 to 33Mar 31, 2021 to Mar 30, 2022
Signals
13 dated events
- Keef Jenifer Parker (Managing Director, Chief Financial Officer) no longer on Schedule A of C•••••• I••••••••• C••••••• I••• (listed 2023-03-31, absent 2024-03-28)Mar 28, 2024 · Control person left · inference
- C•••••• I••••••••• C••••••• I••• reported RAUM $1.3B, down 30% from $1.8B (2023-03-31 to 2024-03-28)Mar 28, 2024 · RAUM change · derived
- Michael Ross Weissman (Managing Director - Chief Financial Officer) appeared on Schedule A of C•••••• I••••••••• C••••••• I•••Mar 28, 2024 · Control person joined · fact
- C•••••• I••••••••• C••••••• I••• reported RAUM $1.8B, down 33% from $2.7B (2022-10-26 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- Mayhew Jonathan Wainwright (Director) no longer on Schedule A of C•••••• I••••••••• C••••••• I••• (listed 2022-05-13, absent 2022-09-09)Sep 9, 2022 · Control person left · inference
- C•••••• I••••••••• C••••••• L•• reported succeeding to the business of Another Adviser (Form ADV Item 4)May 13, 2022 · Succession (Item 4) · fact
- Burke Joseph Eggleton (Executive Vice President - Chief Operating Officer) no longer on Schedule A of C•••••• I••••••••• C••••••• I••• (listed 2021-03-31, absent 2022-03-30)Mar 30, 2022 · Control person left · inference
- Weld Michael Clark (Risk Officer) no longer on Schedule A of C•••••• I••••••••• C••••••• I••• (listed 2021-03-31, absent 2022-03-30)Mar 30, 2022 · Control person left · inference
- Keef Jenifer Parker (Managing Director, Chief Financial Officer) appeared on Schedule A of C•••••• I••••••••• C••••••• I•••Mar 30, 2020 · Control person joined · fact
- Thomas Alison Schachter (Senior Vice President -Chief Financial Officer - Management Company) no longer on Schedule A of C•••••• I••••••••• C••••••• I••• (listed 2019-03-29, absent 2019-06-14)Jun 14, 2019 · Control person left · inference
- Sunil Peter Kim (Managing Director - General Counsel & Chief Compliance Officer) appeared on Schedule A of C•••••• I••••••••• C••••••• I•••Mar 29, 2019 · Control person joined · fact
- Anne Patricia Mallon (Director) no longer on Schedule A of C•••••• I••••••••• C••••••• I••• (listed 2018-03-29, absent 2019-03-29)Mar 29, 2019 · Control person left · inference
- Noel Julie Jack (Managing Director-General Counsel & Chief Compliance Officer) no longer on Schedule A of C•••••• I••••••••• C••••••• I••• (listed 2018-03-29, absent 2019-03-29)Mar 29, 2019 · Control person left · inference
Across DFX
shared identifiers only, never a name match
- C•••••• I••••••••• C••••••• I••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/chilton-investment-companyreportedpublic record, Form ADV, Sep 19, 2026
- Website
- C••••••FUNDS.COMreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 203-352-4000reportedpublic record, Form ADV, Apr 8, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Other adviserderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026