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C H I L TO INVESTMENT SERVICES, LLC Form ADV Part 2A: Firm Brochure Item 1 Cover PageChilton Investment Services, LLC 1290 East Main Street 1st Floor Stamford, CT 06902 (203) 3524000March 30th, 2020This
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01
To fill out Form ADV - Chilton, follow these steps:
02
Start by providing general information about the investment adviser, including the name, address, and contact details.
03
Indicate whether the adviser is an individual or a company, and provide information on any other business activities.
04
Specify the types of clients that the adviser will be working with and the services that will be provided.
05
Disclose any affiliations with other financial institutions or broker-dealers.
06
Provide information on the adviser's investment strategies and any potential conflicts of interest.
07
Detail the adviser's fee structure and compensation arrangements.
08
Disclose any disciplinary history or legal actions against the adviser or its employees.
09
Attach any supporting documentation or additional information as required.
10
Review the completed form for accuracy and completeness before submitting it to the appropriate regulatory authority.

Who needs form adv - chilton?

01
Form ADV - Chilton is needed by investment advisers who are required to register with the U.S. Securities and Exchange Commission (SEC).
02
It is a legal requirement for advisers who manage assets of $110 million or more or provide investment advice to certain types of clients, such as investment companies, pension plans, or high-net-worth individuals.
03
By filling out Form ADV - Chilton, advisers provide important information about their business practices, investment strategies, and potential conflicts of interest, which helps the SEC and investors make informed decisions.
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Form ADV - Chilton is a regulatory form required by the SEC used by investment advisers to register and disclose information about their business, practices, and conflicts of interest.
Investment advisers who meet certain thresholds of assets under management or provide advisory services to clients must file Form ADV - Chilton.
To fill out Form ADV - Chilton, advisers need to provide detailed information about their business structure, services offered, fees charged, and the qualifications of key personnel, along with any disciplinary history.
The purpose of Form ADV - Chilton is to inform clients and potential clients about the investment adviser’s business, investment approach, disciplinary history, and fee structure.
Information that must be reported includes the adviser's business name, address, ownership structure, services provided, educational background of key personnel, and any legal or disciplinary events.
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