CHILMARK HILL CAPITAL LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities50%
- Other50%
Contacts
1 of 1JACOB FREIFELD
Managing MemberCRD 2160276
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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