Drum Hill Capital, LLC
Firm details
- Headquarters
- Westport, Connecticut
- CRD number
- 123359
- Registered since
- March 27, 2006
- Website
- www.drumhill.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI95.31%
- Individuals4.68%
- Charitable Organizations0.01%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Drum Hill Capital, LLC is an independent registered investment adviser that has been operating since 2006. The firm is owned by an individual and serves both high-net-worth individuals and institutional clients. Its advisory work centers on financial planning and portfolio management for individuals and small businesses. Drum Hill charges a mix of percentage-of-AUM fees along with hourly and fixed-fee arrangements, and it acts as a capital allocator—sourcing external managers and funds for client portfolios. The firm does not position itself as an ESG-driven investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities48%
- Public Funds/Mutual Funds33%
- Cash & Cash Equivalents19%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Westport, CT
Fairfield
Location
Westport, CT
Headquartered in Westport, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Fairfield
- Address
- 1221 Post Rd E
- Time zone
- ET (UTC-5)
- Office locations
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