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| Drum Hill Capital LLC
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|
|---|---|
| CRD # | 123359 |
| SEC # | 801-66446 |
| CIK # | |
| AUM | $157.1 MM (2023-03-28) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 203-349-8182 |
| Address | 8 Wright Street Westport, CT 06880-3114 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 33 | 9.8 |
| (b) Individuals (high net worth individuals) | 36 | 147.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 203 | 157.1 |
| By Discretionary | ||
| Discretionary | 185 | 141.1 |
| Non-Discretionary | 18 | 16.0 |
| Total | 203 | 157.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 157.1 | |
| Total | 203 | 157.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Shelter Rock Management LLC
✚
|
NY | 0.2 |
|
Christine Messmer PC
✚
|
PA | 0.2 |
|
Legal Advantage Investments Inc
✚
|
CA | 0.2 |
|
Purtill Financial LLC
✚
|
OH | 0.2 |
|
Filigree Wealth Advisors LLC
✚
|
CA | 0.2 |
|
Gordian Advisors LLC
✚
|
AZ | 0.2 |
|
J2 Capital Management Inc
✚
|
MI | 0.2 |
|
Future Financial Wealth Management Group LLC
✚
|
OH | 0.2 |
|
Hutchinson & Ziegler Financial Advisors Inc
✚
|
CA | 0.2 |
|
Dobson Asset Management - Northern California
✚
|
CA | 0.2 |