Chilmark Hill Capital LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,700,000
Clients
14
100% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
14
LowAverage account size
$121,429
About
Chilmark Hill Capital provides discretionary investment management to individuals, trusts, estates, partnerships, charitable organizations, and businesses, and also offers hourly financial planning related to mortgage finance and asset allocation. The firm reports managing about $1.7 million in client assets and requires a $50,000 minimum to open an account.
The firm’s investment approach centers on structured fixed‑income and distressed fixed‑income securities, combining fundamental and technical analysis and targeting a 12–48 month investment horizon; trading is infrequent but the adviser may use short sales, margin, and options where suitable. Portfolios are managed using firm model portfolios and are monitored monthly to address liquidity and principal‑loss risks inherent in the strategy.
Noteworthy for a small independent adviser, Chilmark Hill emphasizes investments in illiquid, higher‑risk fixed‑income instruments and serves entity clients such as partnerships and charitable organizations that can resemble pooled vehicles. The firm also discloses that officers invest alongside clients under strict anti‑“trade ahead” rules, does not take custody of client assets, and states it does not receive soft‑dollar benefits or compensation for the sale of investment products.
Client services
Financial planning
Portfolio management
Expertise
Active portfolio management
Concentrated stock management
Fee options
$10,000 - $24,999,999.99: 1.00% annually $25,000,000.00+: 0.40% annually
$125 per hour for financial planning advice
Account minimum: $50,000
Main office location
Chilmark Hill Capital LLC
992 San Antonio Road
Palo Alto CA 94303, United States
Number of offices
2
Most active in
Chilmark Hill Capital LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")