Chilton Opportunity Trust, L.P.
Chilton Opportunity Trust, L.P. is a hedge fund based in Stamford, Connecticut. According to its most recent Form D, filed Jul 30, 2026, the fund has sold $209,196,522 of interests to 254 investors since its first sale in Oct 1994. The minimum investment it accepts from an outside investor is $1,000. It relies on the Section 3(c)(1) exclusion, which limits it to 100 beneficial owners, typically accredited investors. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Richard Chilton; Jennifer Foster; Andrew Burr.
Performance
No verified returns have been reported for this fund. As a rough guide, Chilton Investment Company, Inc., which manages it, disclosed U.S. stock holdings that returned an estimated +0.8% 2026 YTD through Jun 30 (S&P 500: +9.5%), based only on its public 13F filings. Over a longer period, Q3 2024 to Q2 2026, the estimate is +16.0% (S&P 500: +37.2%).
This estimate covers the firm's whole disclosed long U.S. stock portfolio. It is not this fund's return and excludes dividends, fees, shorts, derivatives, bonds, cash and trading within each quarter.
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- Total raised
- $209,196,522Cumulative sales reported on Form D
- Investors
- 254
- First sale
- Oct 1, 1994
- Minimum investment
- $1,000
- Who can invest
- Accredited investorsSection 3(c)(1): up to 100 beneficial owners
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Richard Chilton; Jennifer Foster; Andrew Burr
- Latest Form D
- Jul 30, 2026
From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about Chilton Opportunity Trust, L.P.
What is the minimum investment for Chilton Opportunity Trust, L.P.?
According to its latest Form D, filed Jul 30, 2026, the minimum investment Chilton Opportunity Trust, L.P. accepts from an outside investor is $1,000.
Who can invest in Chilton Opportunity Trust, L.P.?
Chilton Opportunity Trust, L.P. is generally open only to accredited investors, and it may have no more than 100 beneficial owners because it relies on Section 3(c)(1). It uses Rule 506(b), which does not allow general advertising.
How much has Chilton Opportunity Trust, L.P. raised?
Chilton Opportunity Trust, L.P. reports $209,196,522 sold from 254 investors on its Form D filed Jul 30, 2026. This is cumulative sales since the offering began, not current assets or performance.
Where is Chilton Opportunity Trust, L.P. based?
Chilton Opportunity Trust, L.P. is based in Stamford, Connecticut and is managed by Chilton Investment Company, Inc..
When did Chilton Opportunity Trust, L.P. launch?
Chilton Opportunity Trust, L.P. reports its first sale in Oct 1994.
Size compared with every hedge fund
Raised more than 80% of the 862 hedge funds based in Connecticut, and more than 70% of all 10,308 that report sales.