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Drum Hill Capital, LLC

Multifamily office listing in Westport, Connecticut, United States.

SEC-registered

Regulatory AUM: $194 million
Employees: 3
Clients: 26-50
SEC CRD: 123359

Drum Hill Capital, LLC is an SEC-registered investment adviser offering investment management, advisory, portfolio management, and financial planning services. Its registration is recorded under CRD 123359 and SEC file 801-66446, effective March 27, 2006.¹³

Overview

Drum Hill provides investment management and advisory services across asset classes. The firm describes concentrated equity portfolios as the cornerstone of its client solutions, supported by diligence in public and private markets around the world.²

History

Drum Hill says it was founded as a multi-family office in 1998. Its SEC registration became effective on March 27, 2006.¹²

Timeline

1998Drum Hill says it was founded as a multi-family office in 1998.
2006Its SEC registration became effective on March 27, 2006.

Leadership

The team page lists Dave Nightingale as Chief Investment Officer and Senior Advisor, Zach Olson as Managing Partner and Director of Investment Research, and Ron Welz as Director of Operations and Chief Compliance Officer.²

Services

For retail investors, Drum Hill offers portfolio management and financial planning services. The firm monitors client investments daily as part of its standard account service and provides both discretionary management and non-discretionary advice for certain custodial arrangements.³

Its listed investment offerings include equities, corporate debt, certificates of deposit, municipal securities, mutual funds, government securities, options, money market funds, real estate investment trusts, and exchange-traded funds.³

Drum Hill also publishes market commentary, investment perspectives, travelogues, and strategy webinars through its Insights program. Its published research includes a Focused European Equity Strategy and a Focused European Value Strategy.⁴

What the firm offers

Investment management
Financial planning
Private and alternative investments

Client Focus

Drum Hill serves retail investors through portfolio management and financial planning services. Its client services include daily investment monitoring, discretionary management, and non-discretionary advice for certain custodial arrangements.³

Approach

The firm’s stated investment methodology draws on diligence in public and private markets around the world, with concentrated equity portfolios serving as a cornerstone of its client solutions.²

Assets and Minimums

Drum Hill generally reports no minimum dollar amount to open or maintain an advisory account and no general minimum portfolio size for managed account services. It reports charging asset-based, hourly, and fixed fees for advisory services.³

By the numbers

Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 123359. As of September 1, 2026.

Regulatory assets under management
Year	Regulatory AUM	Discretionary	Non-discretionary
2016	$137 million	$108 million	$29 million
2017	$159 million	$127 million	$32 million
2018	$175 million	$148 million	$28 million
2019	$148 million	$121 million	$26 million
2020	$144 million	$128 million	$16 million
2021	$154 million	$138 million	$16 million
2022	$169 million	$151 million	$18 million
2023	$157 million	$141 million	$16 million
2025	$170 million	$149 million	$22 million
2026	$194 million	$172 million	$23 million

Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 123359. Regulatory AUM divided by the client count reported in Item 5D. Client types reported as fewer than 5 are not counted, so this is approximate. As of September 1, 2026.

Average AUM per client
Year	Average AUM per client
2018	$3 million
2019	$2 million
2020	$2 million
2021	$2 million
2022	$2 million
2023	$2 million
2025	$2 million
2026	$3 million

Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 123359. "<5" means the firm reported fewer than 5 clients of that type. As of September 1, 2026.

Clients by type
Client type	Clients (2026)
Individuals	29
High net worth individuals	43
Charities	1

Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 123359. As of September 1, 2026.

Employees reported on Form ADV
Year	Employees
2016	5
2017	4
2018	4
2019	3
2020	3
2021	3
2022	3
2023	3
2025	3
2026	3

Ranks #5 of 5 SEC-registered firms in CT on MultifamilyOffices.com by regulatory AUM.

Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 123359. Ranking uses only firms profiled on MultifamilyOffices.com. As of September 1, 2026.

FAQs

Is Drum Hill Capital registered?

Yes. Drum Hill Capital, LLC is an SEC-registered investment adviser with CRD 123359 and SEC file 801-66446. Its registration became effective on March 27, 2006.¹

What services does Drum Hill provide?

Drum Hill provides investment management, advisory, portfolio management, and financial planning services. It offers discretionary management and non-discretionary advice for certain custodial arrangements.³

Does Drum Hill require a minimum account size?

The firm generally reports no minimum dollar amount to open or maintain an advisory account and no general minimum portfolio size for managed account services.³

LocationMultifamily offices in Westport
This Westport resource helps a family or business owner place Drum Hill Capital, LLC in a local context. Comparing nearby firms can clarify differences in investment management, financial planning, and access to private or alternative investments before requesting introductory meetings.
Network siteEstatePlanner.com
EstatePlanner.com offers practical guides on wills, trusts, beneficiary choices, and related planning topics. These materials can help a reader prepare informed questions about how financial planning and private investment decisions may fit with family wealth, business ownership, and long term estate goals.
GuideHow to choose a multifamily office
This guide outlines factors to review when selecting a multifamily office, including services, client fit, investment approach, fees, and relationships with outside advisers. A prospective Drum Hill Capital client can use those categories to compare its stated investment management and planning services with personal needs.
GuideQuestions to ask a multifamily office
These questions provide a starting point for conversations about custody, reporting, conflicts, fees, investment access, and planning responsibilities. A wealthy family or business owner considering Drum Hill Capital can use them to understand how the firm handles investment management, financial planning, and private or alternative investments.
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Profiles for CHILTON INVESTMENT SERVICES, LLC, HT Partners LLC, and Longwall Family Office offer additional points of comparison on this site. Reviewing these firms alongside Drum Hill Capital may help a reader assess differences in services, client focus, geography, and approaches to family or business wealth.

Sources

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.

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