AUMdb

Chilmark Hill Capital Llc

State-registered Wealth Manager · Boutique (under $100M) CRD 158121 · Menlo Park, CA · WWW.CHILMARKHILL.COM
☆ Save with Pro ADV data as of Aug 10, 2026
Regulatory AUM
$787K
Discretionary
$787K
Clients
6
Avg AUM / client
$131K
Accounts
10
Employees
1

AUM over time

$787K $787K
Jun 11, 2026 Aug 10, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Aug 10, 2026

Who they serve

Client typeClientsAUM% of AUM
High net worth individuals 6 $787K 100.0%

People (1)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Jacob Carlen Freifeld Registered representative Jan 2026 (1y)

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 06/11/2026 980 KB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management

Services

  • Portfolio management for individuals/small businesses

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 10, 2026.

View current Form ADV (SEC/IAPD) ↗