Form D · Hedge Fund

Chilton Opportunity Trust, L.P.

Stamford, CT · CIK 0001002280

Offering snapshot reported Jul 30, 2026 · SEC filing

Reported sold
$209M
Indefinite offering
Investors reported
254
Form D · investor count
Minimum accepted
$1K
Reported outside-investor minimum
First sale
Oct 1, 1994
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$105M$209MJul 7, 2021: $209,196,522.00Jul 7, 2021Jun 23, 2022: $209,196,522.00Jun 23, 2022Aug 4, 2023: $209,196,522.00Aug 4, 2023Jul 26, 2024: $209,196,522.00Jul 26, 2024Jul 22, 2025: $209,196,522.00Jul 22, 2025Jul 30, 2026: $209,196,522.00Jul 30, 2026

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jul 30, 2026Amendment$209,196,522$0vs Jul 22, 2025254SEC filing
Jul 22, 2025Amendment$209,196,522$0vs Jul 26, 2024254SEC filing
Jul 26, 2024Amendment$209,196,522$0vs Aug 4, 2023254SEC filing
Aug 4, 2023Amendment$209,196,522$0vs Jun 23, 2022254SEC filing
Jun 23, 2022Amendment$209,196,522$0vs Jul 7, 2021254SEC filing
Jul 7, 2021Amendment$209,196,522No comparisonNot reportedSEC filing
Jul 9, 2020Amendment$209,016,522$2,523,237vs Jul 9, 2019254SEC filing
Jul 9, 2019Amendment$206,493,285$2,815,227vs Jul 20, 2018254SEC filing
Jul 20, 2018Amendment$203,678,058$1,732,176vs Jul 28, 2017254SEC filing
Jul 28, 2017Amendment$201,945,882$0vs Sep 23, 2016253SEC filing
Sep 23, 2016Amendment$201,945,882$3,654,147vs Sep 24, 2015253SEC filing
Sep 24, 2015Amendment$198,291,735$600,000vs Sep 24, 2014250SEC filing
Sep 24, 2014Amendment$197,691,735$469,006vs Sep 24, 2013249SEC filing
Sep 24, 2013Amendment$197,222,729$33,346,279vs Oct 1, 2012249SEC filing
Oct 1, 2012Amendment$163,876,450$168,000vs Sep 30, 2011208SEC filing
Sep 30, 2011Amendment$163,708,450$2,022,780vs Sep 30, 2010205SEC filing
Sep 30, 2010Amendment$161,685,670$0vs Oct 22, 2009200SEC filing
Oct 22, 2009Amendment$161,685,670No comparison200SEC filing
May 14, 2008PaperNot reportedNo comparisonNot reportedSEC filing
Oct 24, 2006PaperNot reportedNo comparisonNot reportedSEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-67448

Source: Form D, filed Jul 30, 2026. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

CHILTON OPPORTUNITY TRUST, L.P.

Investment adviser: CHILTON INVESTMENT COMPANY, INC.

Gross asset value
$72.2M
Beneficial owners
44
ADV minimum commitment
$1M

Reported in Form ADV on Apr 8, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

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 MORGAN STANLEY & CO. LLC NEW YORK, New York, United States Related to adviser: No
Marketer LYSTER WATSON SECURITIES, INC. NEW YORK, New York, United States Related to adviser: No
Prime broker MORGAN STANLEY & CO. LLC NEW YORK, New York, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

RSM US LLP
PCAOB 49

MORGAN STANLEY & CO. LLC
SEC 8-15869

LYSTER WATSON SECURITIES, INC.
CRD 30210 · SEC 8-44783

MORGAN STANLEY & CO. LLC
CRD 8209 · SEC 8-15869

Filing source

Form ADV 2092506 · Apr 8, 2026 · Schedule D 7.B.(1), fund 805-8501882156

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

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Bradley Adams Executive
James Bosek Executive
Andrew Burr Executive
Norman B. Champ Iii Director, Executive
Kenneth B. Chiang Executive
Richard L. Chilton Director, Executive
Chilton Investment Company, Inc. Promoter
Chilton Investment Company, Llc Promoter
Richard L. Chilton, Jr. Director, Executive
Michael W. Clark Executive
Harry Curtis Executive
Christopher Denny Executive
Joseph Eggleton Executive
Colleen Ferguson Director, Executive
Jennifer Foster Director, Executive
Alexander C. Frank Executive
Leigh Goehring Executive
Jerry Goersch Executive
David Green Executive
James Henderson Director, Executive
Julie Jack Executive
Peter Kim Executive
Patricia Mallon Director
Jenifer Parker Executive
Alison Schachter Executive
James Steinthal Director, Executive
Daniel Szemis Director, Executive
Dale Thompson Executive
Elizabeth Urdang Executive
Jonathan M. Wainwright Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
C/O Chilton Investment Company, Inc 1290 East Main Street, 1 St Fl
Stamford, CT, 06902