Chilmark Hill Capital LLC

RIASEC Registered
Total AUM
$787K
Discretionary
$787K
100% of AUM
Avg account
$78.7K
Accounts
10
Employees
1
Advisory reps
1

Firm details

Headquarters
Menlo Park, California
CRD number
158121
Fee structure
Percentage of AUM
Client types
  • HNWI100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Chilmark Hill Capital LLC is a small, single-owner investment adviser organized as an LLC that provides portfolio management services primarily to individual clients and families, including small businesses. The firm charges fees as a percentage of assets under management and operates with discretionary authority over client accounts. The adviser reports a focus on equities and exchange-traded instruments rather than ESG strategies. It does not identify as a capital allocator, is not structured as a multi-state adviser, and is not described as a pension consultant or related-adviser. Advisory activities are listed specifically as portfolio management for individuals and small businesses.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 50%, Other 50%50%
  • Exchange Traded Equities50%
  • Other50%

Contacts

1 of 1
  • Jacob Freifeld

    Jacob Freifeld

    Managing MemberCRD 2160276

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Menlo Park, CA

San Mateo

Location

Menlo Park, CA

Headquartered in Menlo Park, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Mateo
Address
827 Paulson Cir
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth