Chilton Capital Management LLC
Chilton Capital Management LLC is an independent investment advisory firm headquartered in Houston, Texas. Founded in 1996, the firm provides wealth management, portfolio management, and investment advisory services to individuals, high net worth individuals, charitable organizations, pension plans, and other institutions. With approximately 28-32 employees, the firm has over $2.2 billion in assets under management and serves primarily United States-based clients.
Investment Strategy
Chilton Capital Management pursues a diversified investment approach focused on fundamental, bottom-up research to construct equity and fixed income portfolios. The firm's strategy centers on long-term capital appreciation and risk management, emphasizing quality companies with strong balance sheets, consistent earnings growth, and reasonable valuations. Chilton manages separately managed accounts tailored to client objectives, providing discretionary investment management across various asset classes. Portfolio construction often combines both growth and value stocks and aims for tax-efficient investment solutions, serving both individual investors and institutional clients.
Latest 13F Filing Activity
Chilton Capital Management LLC filed their most recent 13F report on Jun 30, 2025 disclosing 525 equity positions and 2 options positions with a total 13F market value of $3B. The fund increased holdings in Nvidia Corporation, Deere & Co., Microsoft Corp. among other positions. Chilton Capital Management LLC reduced exposure to Unitedhealth Group Inc., General Dynamics Corp., Amgen Inc. among others.
Top Holdings
Equity Positions (525)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 6.11% | $167.2M | 1,058,246 | $36.37 | $157.99 | +$63.8M |
M MSFT | MICROSOFT CORP | 5.70% | $156.0M | 313,689 | $154.38 | $497.41 | +$34.3M |
A AMZN | AMAZON COM INC | 4.08% | $111.7M | 509,362 | $89.74 | $219.39 | +$28.1M |
M META | META PLATFORMS INC | 3.75% | $102.6M | 139,038 | $300.37 | $738.09 | +$30.9M |
A AAPL | APPLE INC | 3.48% | $95.4M | 464,742 | $47.71 | $205.17 | -$4.1M |
Options Positions (2)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | — | Put | $5.3M | 86 | $617.85 | $573.76 | 0 | +$502.8K |
S SPY | SPDR S&P 500 ETF TR | — | Call | $1.7M | 28 | $617.85 | $573.76 | 0 | +$163.7K |
Industry Allocation
Investment Team (12)
| Name | Role | Location | |
|---|---|---|---|
 | Chief Investment Officer and Senior Portfolio Manager | Houston, TX , United States | |
B Brandon Frank | Chief Financial Officer and Portfolio Manager | Houston, TX , United States | |
 | Managing Director | Houston, TX , United States | |
K Keith Trotman | managing director | Houston, TX , United States | |
 | Senior Analyst | Houston, TX , United States | |
H Harris Rome | Analyst | Haven, KS , United States | |
J John Robertson | Managing Director | Houston, TX , United States | |
J Julia Cauthorn | Portfolio Manager | Houston, TX , United States | |
M Ming Wong | Senior Investment Analyst | Long Beach, CA , United States | |
P Patricia Journeay | Portfolio Manager and Analyst | Houston, TX , United States |