Allan
Lerner

Chilton Capital Management LLC

CRD#307110
Investment Advisor
in Houston, TX

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About this Advisor

Allan Lerner is a financial advisor based in Houston, Texas, working with Chilton Capital Management LLC. Allan has previously held positions at Chilton Capital Management, LLC, Chilton Capital Management Advisors, Inc, Collaboration Capital LLC, and Robertson Stephens Wealth Management, LLC. Allan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Allan is part of Chilton Capital Management LLC, which operates out of Houston, Texas. The firm has 1 office and 28 employees. The firm manages assets totaling $2.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for institutional clients. The fee structure at Chilton Capital Management LLC includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

1300 Post Oak Blvd. Suite 1310
Houston, TX 77056

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Chilton Capital Management LLC Brokerage Details

Total Assets Under Management

$2,205,361,164

TX Average: $3,042,739,679
Total Number of Employees

28

TX Average: 49
Total Number of Accounts

761

TX Average: 2,315
Average Account Size

$2,897,978

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients

Allan Lerner Work History

2021 - Present (3 years)

Robertson Stephens Wealth Management, LLC

2002 - Present (22 years)

Chilton Capital Management Advisors, Inc

2018 - 2021 (3 years)

Collaboration Capital LLC

2002 - 2021 (19 years)

Chilton Capital Management, LLC

Disclosures

Please visit the SEC profile of Allan Lerner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Chilton Capital Management LLC

Bradley Eixmann
Houston, TX
Kurt Cooperrider
Houston, TX
Bruce Garrison
Houston, TX
Matthew Werner
Houston, TX
Sean Nimmo
Houston, TX
Michael Stavar
Houston, TX
Timothy Lootens
Houston, TX
Laura Genung
Houston, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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