Drum Hill Capital LLC

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Assets, Funds, Holdings

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Drum Hill Capital LLC
CRD #123359
SEC #801-66446
CIK #0002054679
AUM $170.4 M (2025-03-17)
Employees 3 (67% Investors, 0% Brokers)
Phone203-349-8182
Address1221 Post Road East
Westport, CT 06880-5430
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]
Total AUM ($M)
180144108723602004201120182026
Sector Form 13F Holdings Value ($M)
Ericsson LM Telephone Co 6.0
Newmont Mining Corp /DE/ 4.6
Verizon Communications Inc 4.5
Statoil ASA 4.4
Royal Dutch Shell PLC 4.1
BorgWarner Inc 4.1
Total Sa 3.7
Telefonica S A 2.5
Qualcomm Inc/DE 2.4
Microsoft Corp 2.3
View All
Holdings by Sector ($M)
1008060402002024202420252026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 31 8.8
(b) Individuals (high net worth individuals) 40 161.5
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 1 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 212 170.4
By Discretionary
Discretionary 189 148.7
Non-Discretionary 23 21.7
Total 212 170.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 170.4
Total 212 170.4
EDGAR Form CIK 2011 - 2025
13F-HR [0002054679]
Comparable Firms State AUM ($B)
Orographic Financial Advisors LLC
0.2
Bledsoe Asset Management LLC
AZ 0.2
ARK Advisors LLC
IL 0.2
Hippocratic Financial Advisors LLC
CA 0.2
Grantvest Financial Group LLC
NJ 0.2
Thomas Leo Advisory LLC
MN 0.2
Pine Haven Investment Counsel Inc
0.2
Michael Traxler Wealth Management LLC
MN 0.2
Advice & Planning Services LLC
PA 0.2
Continental Investors Services Inc
WA 0.2
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