Drum Hill Capital, LLC
Drum Hill Capital, LLC is an investment advisory firm headquartered in Westport, Connecticut, United States. Founded in 2006, the firm offers advisory and financial planning services, primarily serving clients in the Northeast region. As of 2025, Drum Hill Capital manages $170 million in assets across 221 client accounts, including both high net worth and retail individuals. The firm is led by Dave Nightingale (Chief Investment Officer), Zach Olson (Managing Partner), and Ron Welz (Director of Operations and Chief Compliance Officer). The team consists of 3 employees. Drum Hill Capital is registered with the SEC and focuses on a disciplined, global investment approach.
Investment Strategy
Drum Hill Capital employs a global, disciplined investment strategy, leveraging deep research and proprietary insights to uncover opportunities across multiple asset classes and geographies. The firm invests primarily for high net worth and retail clients, focusing on both small and mid-cap equities, exchange-traded funds, and fixed income securities. Their approach emphasizes risk management and diversification through exposure to a wide range of markets, informed by fundamental analysis of individual holdings and macroeconomic trends. Drum Hill Capital seeks to deliver compelling, risk-adjusted returns while maintaining flexibility and transparency in portfolio management.
Top Holdings
Equity Positions (46)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VGSH | VANGUARD SCOTTSDALE FDS | 14.73% | $13.6M | 231,279 | $58.20 | $58.85 | +$103.9K |
N NEM | NEWMONT CORP | 7.27% | $6.7M | 79,644 | $41.01 | $84.31 | +$2.1M |
E ERIC | TELEFONAKTIEBOLAGET LM ERICS | 6.39% | $5.9M | 713,602 | $8.06 | $8.27 | -$144.8K |
P PFIX | SIMPLIFY EXCHANGE TRADED FUN | 5.85% | $5.4M | 112,121 | $52.28 | $48.17 | -$428.4K |
B BWA | BORGWARNER INC | 5.82% | $5.4M | 122,427 | $31.79 | $43.96 | +$1.3M |