Investment adviser · CRD 159306

CHILTON INVESTMENT SERVICES, LLC

Investment adviser filing (IA)

STAMFORD, CT, United States · Form ADV filed Jul 6, 2026

Regulatory AUM: $8.15B
Client accounts: 2,247
Employees: 70
Advisory professionals: 20

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	506	$3,141,372,000	38.5%
Corporations & businesses	139	$1,974,670,000	24.2%
Individuals	1,172	$1,955,143,000	24.0%
Charities	72	$433,214,000	5.3%
Other clients	Fewer than 5	$301,686,000	3.7%
Pooled investment vehicles	11	$210,784,000	2.6%
Retirement plans	5	$133,258,000	1.6%

Filing source

Form ADV 2117730 · Jul 6, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

18 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

CHILTON TRUST ROYAL PALM EQUITY FUND, L.P.Other Private Fund · Last reported Jul 6, 2026$154MGross asset value

Form D fundraising filings

Chilton Trust Royal Palm Equity Fund, L.P.

Fund administrator CITCO (CANADA) INC. TORONTO, Canada Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor RSM US LLP STAMFORD, Connecticut, United States

Custodian DEUTSCHE BANK TRUST COMPANY AMERICAS NEW YORK, New York, United States Related to adviser: No

Custodian PERSHING ADVISOR SOLUTIONS LLC JERSEY CITY, New Jersey, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

RSM US LLP
PCAOB 49

PERSHING ADVISOR SOLUTIONS LLC
SEC 8-47425

Fund details & source

Fund ID: 805-8305387961
Reported beneficial owners: 48
Minimum commitment: $1M
Form D file number: 021-255436

Form ADV 2117730 · Jul 6, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

CHILTON - WHALE ROCK HYBRID ACCESS FUND, L.P.Real Estate Fund · Last reported Jul 6, 2026$14.9MGross asset value

Form D fundraising filings

Chilton - Whale Rock Hybrid Access Fund, L.P.

Auditor RSM US LLP STAMFORD, Connecticut, United States

Custodian US BANK NATIONAL ASSOCIATION MILWAUKEE, Wisconsin, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

RSM US LLP
PCAOB 49

Fund details & source

Fund ID: 805-9539170469
Reported beneficial owners: 65
Minimum commitment: $250K
Form D file number: 021-392806

Form ADV 2117730 · Jul 6, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

CHILTON TRUST ROYAL PALM ABSOLUTE RETURN FUND, L.P.Other Private Fund · Last reported Jul 6, 2026$13.8MGross asset value

Form D fundraising filings

Chilton Trust Royal Palm Absolute Return Fund, LP

Fund administrator CITCO (CANADA) INC. TORONTO, Canada Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor RSM US LLP STAMFORD, Connecticut, United States

Custodian CITCO SECURITIES INC. TORONTO, Canada Related to adviser: No

Custodian PERSHING ADVISOR SOLUTIONS LLC JERSEY CITY, New Jersey, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

RSM US LLP
PCAOB 49

CITCO SECURITIES INC.
SEC 8-68601

PERSHING ADVISOR SOLUTIONS LLC
SEC 8-47425

Fund details & source

Fund ID: 805-2990263303
Reported beneficial owners: 25
Minimum commitment: $200K
Form D file number: 021-553272

Form ADV 2117730 · Jul 6, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

CHILTON PRIVATE EQUITY FUND, L.P.Private Equity Fund · Last reported Jul 6, 2026$12.6MGross asset value

Form D fundraising filings

Chilton Private Equity Fund, L.P.

Auditor RSM US LLP STAMFORD, Connecticut, United States

Custodian US BANK NATIONAL ASSOCIATION MILWAUKEE, Wisconsin, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

RSM US LLP
PCAOB 49

Fund details & source

Fund ID: 805-5261556129
Reported beneficial owners: 40
Minimum commitment: $250K
Form D file number: 021-506932

Form ADV 2117730 · Jul 6, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

CTC GREENBRIAR VI ACCESS FUND, L.P.Private Equity Fund · Last reported Jul 6, 2026$8.62MGross asset value

Form D fundraising filings

CTC Greenbriar VI Access Fund, L.P.

Auditor RSM US LLP STAMFORD, Connecticut, United States

Custodian US BANK NATIONAL ASSOCIATION MILWAUKEE, Wisconsin, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

RSM US LLP
PCAOB 49

Fund details & source

Fund ID: 805-1676282116
Reported beneficial owners: 25
Minimum commitment: $250K
Form D file number: 021-457454

Form ADV 2117730 · Jul 6, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

CTC GREENBRIAR V ACCESS FUND, L.P.Private Equity Fund · Last reported Jul 6, 2026$6.87MGross asset value

Form D fundraising filings

CTC Greenbriar V Access Fund, L.P.

Auditor RSM US LLP STAMFORD, Connecticut, United States

Custodian US BANK NATIONAL ASSOCIATION MILWAUKEE, Wisconsin, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

RSM US LLP
PCAOB 49

Fund details & source

Fund ID: 805-9254937113
Reported beneficial owners: 11
Minimum commitment: $250K
Form D file number: 021-392372

Form ADV 2117730 · Jul 6, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

CTC FLYBRIDGE 2022 ACCESS FUND, L.P.Private Equity Fund · Last reported Jul 6, 2026$5.42MGross asset value

Form D fundraising filings

CTC Flybridge 2022 Access Fund, L.P.

Auditor RSM US LLP STAMFORD, Connecticut, United States

Custodian US BANK NATIONAL ASSOCIATION MILWAUKEE, Wisconsin, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

RSM US LLP
PCAOB 49

Fund details & source

Fund ID: 805-8634746505
Reported beneficial owners: 25
Minimum commitment: $250K
Form D file number: 021-410719

Form ADV 2117730 · Jul 6, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Jul 6, 2026. View historical filings

Reported services

Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Fixed

Principal office

1290 EAST MAIN STREET 1ST FLOOR
STAMFORD, CT, 06902, United States

CRD 159306

Filing source

Form ADV 2117730 · Jul 6, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.