$786.7K Total AUM
$786.7K Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
14 yrs Firm Age
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- Custodian
- BNY Mellon
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-17-2011
- Office Locations
- 1
Office Locations
827 Paulson CIR Menlo Park CA
About Chilmark Hill Capital LLC
Chilmark Hill Capital LLC is a Palo Alto, CA boutique RIA providing financial planning and portfolio construction for retail clients, emphasizing asset allocation and risk management. Portfolios use a mix of ETFs and other holdings with a fixed-income lens where applicable. Owner-operator Jacob Carlen Freifeld serves as portfolio manager; custodian on file: BNY Mellon.
Team overview
48 AVG AGE
$786.7K AVG AUM / ADVISOR
$65.6K AVG AUM / CLIENT
14.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Investment Themes
Available
Services
Available
Owner & Executives
JACOB CARLEN FREIFELD
PORTFOLIO MANAGER
- CRD
- #2160276
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $786,715 | -- |
| Non-Discretionary | $0 | -- |
| Total | $786,715 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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