Drum Hill Capital, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Westport, CT. Its latest Form ADV filing, dated March 17, 2026, reports $194M in regulatory assets under management, 3 employees, and 210 accounts.
Assets Under Management
$194M
Employees
3
Offices
--
Total Clients
73
Primary office
WESTPORT, CT
1221 POST ROAD EAST, SUITE 205, WESTPORT, CT, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 58.9% of total clients.
Top client categories% of clientsClients
1
HNWI
58.9%
43
2
Individuals
39.7%
29
3
Charitable
1.4%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$194Mas of March 17, 2026
Discretionary88.3%
$172M
88% of total RAUM88.3%
Non-discretionary11.7%
$23M
12% of total RAUM11.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$194M
Total Accounts210
10Y AUM Change+$36M (+22.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee24:1
10Y Employee Change-1 (-25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.