Chiron Investment Management, LLC
Named after Greek mythology’s wisest centaur, Chiron Investment Management, LLC is a boutique investment manager that takes a quantamental (quantitative and fundamental) approach to evaluating investments. Overseeing nearly $2.4 billion in assets, the firm currently manages two U.S. mutual funds and one European collective asset-managed vehicle (an Undertakings for Collective Investments in Transferable Securities - UCITS - fund domiciled in Ireland).
Chiron also offers customized financial advisory services to very wealthy clients (the minimum investment is $75 million), institutional clients and investment companies. It is headquartered in both New York and in Leawood, Kansas.
Chiron Investment Management Background
Chiron is a wholly owned, direct subsidiary of Chiron Global Investors, LLC, which is, in turn, owned by GPS Asset Management, LP and BX1, LLC. CEO Enrico Gaglioti, Chief Investment Officer Ryan Caldwell, Chairman Marc Spilker and Vice Chairman Scott Prince founded the firm in 2015. Four other employees have small stakes, making the firm completely owned by its partners and employees.
What Types of Clients Does Chiron Investment Management Accept?
Technically, Chiron’s funds are its clients. It also advises pension funds, charitable organizations, educational institutions, trusts, estates, business entities, banks and other financial institutions, insurance companies, foreign sovereign and domestic governmental entities, investment companies and high-net-worth individuals.
Chiron Investment Management Minimum Account Sizes
Minimum investments in Chiron’s funds are provided in their offering documents (the firm doesn’t publish them). For separately managed accounts, Chiron requires at least $75 million, though that amount may be negotiated with new clients.
Services Offered by Chiron Investment Management
Chiron offers discretionary investment management services through two mutual funds, one UCITS fund, other pooled investment vehicles funds and separately managed accounts. It also provides advisory and sub-advisory services to unaffiliated investment companies, collective investment trusts and foreign collective investment funds.
Chiron Investment Management Investing Philosophy
Chiron is an active multi-asset manager who has developed two proprietary tools that quantify fundamental factors, “The Chiron Domain Indicator” and “The Chiron Dispersion Indicator.” It uses them, it says, to “locate where to start, by knowing where we are in the overall global markets.” The firm believes that “when it can recognize what conditions are being rewarded, it can assess the degree to which valuations are differentiated” - and allocate capital accordingly.
The firm notes that it can be growth or value oriented, depending on the markets.
Fees Under Chiron Investment Management
Like most firms, Chiron Investment Management collects management fees based on a percentage of assets under management. For its two U.S. mutual funds, the annual percentage is 0.95% and 0.90%. It will negotiate fees for separate accounts.
What to Watch Out For
Chiron does not work with small investors. It also does not offer financial planning or customized portfolio services. If you are looking for a financial advisor who offers personalized financial services, use SmartAsset’s pro matching tool to find someone who would be a better fit for your needs.
Chiron had no legal or disciplinary actions in the past 10 years to disclose in its most recent filings with the Securities and Exchange Commission.
Opening an Account With Chiron Investment Management
For general inquiries, send an email to email@example.com or call either the New York office at (212) 484-1860 or the Kansas City office at (913) 553-2210.
Where Is Chiron Investment Management Located?
The firm calls both of its offices headquarters. They’re located at:
- 1350 Avenue of the Americas, Suite 700, New York, New York 10019
- 11551 Ash Street, Suite 200, Leawood, Kansas 66211
All information was accurate as of the writing of this article.
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