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Chiron Investment Management Review

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Chiron Investment Management, LLC

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.

Disclosures

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 info@chironim.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. 

Tips for Hiring the Right Financial Advisor

  • Don’t have millions to invest? Use SmartAsset’s financial advisor matching tool to find someone who works with investors of your level. Simply answer questions about your financial situation and preferences, and the program will connect you with up to three suitable advisors in your area.
  • Ask advisor candidates what their formal training is. Surprisingly, you don’t need to have any to be a financial advisor. So those who have professional certifications will have that much more preparation - and probably a specialty.

How Many Years $1 Million Lasts in Retirement

SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. Zoom between states and the national map to see the top spots in each region. Also, scroll over any city to learn about the cost of living in retirement for that location.

Least
Most
Rank City Housing Expenses Food Expenses Healthcare Expenses Utilities Expenses Transportation Expenses

Methodology To determine how long a $1 million nest egg would cover retirement costs in cities across America, we analyzed data on average expenditures for seniors, cost of living and investment returns.

First, we looked at data from the Bureau of Labor Statistics (BLS) on the average annual expenditures of seniors. We then applied cost of living data from the Council for Community and Economic Research to adjust those national average spending levels based on the costs of each expense category (housing, food, healthcare, utilities, transportation and other) in each city. Using this data, SmartAsset calculated the average cost of living for retirees in the largest U.S. cities.

We assumed the $1 million would grow at a real return (interest minus inflation) of 2%. This reflects the typical return on a conservative investment portfolio. Then, we divided $1 million by the sum of each of those annual numbers to determine how long $1 million would cover retirement expenses in each of the cities in our study. Cities where $1 million lasted the longest ranked the highest in the study.

Sources: Bureau of Labor Statistics (BLS), Council for Community and Economic Research