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JF

Jacob C. Freifeld

CHILMARK HILL CAPITAL
MENLO PARK, CA 94025
CRD#: 2160276
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JF
Jacob Carlen FreifeldCHILMARK HILL CAPITAL

Professional summary


Jacob Carlen Freifeld, who also goes by Jacob Carlen Freideld, is a registered financial advisor currently at CHILMARK HILL CAPITAL LLC located in Menlo Park, California.

Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Jacob has worked at 4 firms and has passed the Series 65, Series 63, Series 3 and Series 7 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Jacob Carlen Freideld

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Jacob Carlen Freifeld's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

August 17, 2011 - Present

CHILMARK HILL CAPITAL LLC

Office #1: 827 Paulson Cir, Menlo Park, CA 94025
RIA
CRD#: 158121
MENLO PARK, CA
Past

June 29, 2010 - September 27, 2011

CEREBELLUM CAPITAL

RIA
CRD#: 152478
SAN FRANCISCO, CA
Past

January 2, 2004 - May 28, 2008

SOUTHBROOK CAPITAL MANAGEMENT LLC

RIA
CRD#: 129038
PALO ALTO, CA
Past

November 25, 2003 - November 24, 2003

SOUTHBROOK CAPITAL MANAGEMENT LLC

RIA
CRD#: 129038
LA JOLLA, CA
Past

November 18, 1999 - August 20, 2001

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(8/17/2011)

Exams


State Security Law Exam
IAR
Series 65
Date: 2/4/2010
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 3
Date: 10/11/2018
National Commodity Futures Examination
General Industry/Product Exam

Current Firm


CH
CHILMARK HILL CAPITAL LLC
CHILMARK HILL CAPITAL LLC

CRD#: 158121 / SEC#:

California
Registered Investment Advisory firm - (8/16/2011 Approved)
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Contact information


Main Address
992 San Antonio Road, Palo Alto, CA 94303
Mailing Address
827 Paulson Circle, Menlo Park, CA 94025
Phone number
(415) 684-8315
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts14
AUM (Assets Under Management)$ 1,700,000

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CHILMARK HILL CAPITAL LLC

CRD#: 158121Menlo Park, CA 94025

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