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Matthew Robert Werner

Chilton Capital Management LLC

Houston, TX

CRD 5192954

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Employer firm

Chilton Capital Management LLC CRD 104592

$3.23B regulatory AUM 17 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Chilton Capital Management Llc

1177 West Loop South Suite 1200, Houston, TX 77027-9062 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2011-08-01
  • TX RA
    APPROVED
    Since 2011-08-01

Branch Locations

1177 West Loop South Suite 1200, Houston, TX 77027-9062 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Chilton Capital Management Advisors, Inc. Houston TX 06/2011 Present
Chilton Capital Management, Llc Houston TX 06/2011 Present
Previous Registrations
  • 2011-08-01 → 2012-12-18
    Chilton Capital Management Advisors Inc.
    Houston, TX
Other Businesses

Matt Werner serves as Manager of SASF Retail RE Investors, LLC, located at 3811 Tennyson St., Houston, TX 77005. SASF Retail RE Investors, LLC is a limited liability company formed to hold an investment in a real estate partnership focused on retail real estate assets. This activity is investment-related. In his role as Manager, Mr. Werner manages the LLC's administrative affairs, including investor communications and administration on behalf of the LLC's members. This activity began on 7/31/2026, and Mr. Werner devotes approximately 0 to 5 hours per month to it, outside of securities trading hours. Mr. Werner does not currently receive compensation for this role; administrative fees begin in year six of the investment, and any promote would be paid upon dissolution or sale of the partnership

Designations
  • Chartered Financial Analyst
Other Names
  • Matt R Werner

View on SEC IAPD

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