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Chiron Investment Management Review

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This review was produced by SmartAsset based on publicly available information. The named firm and its financial professionals have not reviewed, approved, or endorsed this review and are not responsible for its accuracy. Review content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named firm and its financial professionals, and firms and financial professionals having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s reviews. This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the firm mentioned in this review or its financial professionals.

Named after Greek mythology’s wisest centaur, Chiron Investment Management is a boutique investment manager that takes a quantamental (quantitative and fundamental) approach to evaluating investments. Overseeing a billion dollars in assets, the firm currently manages three U.S. mutual funds and one European collective asset-managed vehicle.

Chiron Investment Management Background

Prior to 2020, Chiron Investment Management was a wholly owned, direct subsidiary of Chiron Global Investors, LLC. However, the firm was completely purchased by Frankling Square Holdings, LP in February of 2020. Today, the firm has been integrated with FS Investment Solutions, LLC, which is headquartered in Philadelphia. The firm's original group of founders was Enrico Gaglioti, Ryan Caldwell, Marc Spilker and Scott Prince, all of whom created the firm in 2015.

Chiron Investment Management and Minimum Account Sizes

Technically, Chiron’s funds are its clients. Again, these include mutual funds and an Ireland-domiciled UCITS fund.

Minimum investments in Chiron’s funds are provided in their offering documents.

Services Offered by Chiron Investment Management

Chiron offers discretionary investment management services through three mutual funds, one UCITS fund, other pooled investment vehicles funds and separately managed accounts. It also provides 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 “help identify the investment environment within which to allocate capital." 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

Chiron Investment Management collects management fees from its funds based on a percentage of assets under management. For its three U.S. mutual funds, the annual percentage is 0.90% to 0.95%. It will negotiate fees for separate accounts.

What to Watch Out For

Chiron Investment Management has no legal or regulatory disclosures in its most recent filings with the Securities and Exchange Commission (SEC).

Opening an Account With Chiron Investment Management

For general inquiries, call the firm's New York office at (917) 338-5082.

All information was accurate as of the writing of this article. 

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How Long $1mm 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.

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

Methodology We analyzed data on average expenditures for seniors, cost of living and investment returns to determine how many years of retirement a $1 million nest egg would cover in cities across America.

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%. 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