A complete list of active advisors currently associated with Chilmark Hill Capital LLC

Warmer can help you find a great advisor at Chilmark Hill Capital LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Chilmark Hill Capital LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.