Chilmark Hill Capital LLC
Firm details
- Headquarters
- Menlo Park, California
- CRD number
- 158121
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
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
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
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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