CHILMARK HILL CAPITAL LLC

RIASEC Registered
Total AUM
$1.7M
Discretionary
$1.7M
100% of AUM
Avg account
$121K
Accounts
14
Employees
1
Advisory reps
1

Firm details

Headquarters
PALO ALTO, California
CRD number
158121
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI100%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Chilmark Hill Capital LLC is a small, owner-run independent registered investment adviser that serves individual and family clients. The firm combines portfolio management and financial planning, offering both percentage-of-AUM relationships and hourly planning engagements. Its advisory scope includes discretionary management for individuals and small businesses plus portfolio management for pooled investment vehicles, indicating the firm runs both separately managed accounts and pooled structures for client mandates. Investment activity shows a clear preference for equities, with a material allocation to exchange-traded instruments. Chilmark Hill Capital appears to run compact, equity-tilted portfolios rather than a broad multi-asset platform. The firm is not identified as an active ESG investor and operates as a single-state adviser, which suggests a regional client focus and a hands-on service model adapted to a small client roster.

Assets & Accounts

Public Holdings

Location & Offices

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

    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

PALO ALTO, CA

SAN MATEO

Location

PALO ALTO, CA

Headquartered in PALO ALTO, 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
992 San Antonio Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth