Overview
Assets Under Management: $117 million
Headquarters: GREENWICH, CT
High-Net-Worth Clients: 72
Average Client Assets: $1.4 million
Frequently Asked Questions
DUNHAM LANE CAPITAL PARTNERS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #283276), DUNHAM LANE CAPITAL PARTNERS LLC is subject to fiduciary duty under federal law.
DUNHAM LANE CAPITAL PARTNERS LLC is headquartered in GREENWICH, CT.
DUNHAM LANE CAPITAL PARTNERS LLC serves 72 high-net-worth clients according to their SEC filing dated March 24, 2026. View client details ↓
According to their SEC Form ADV, DUNHAM LANE CAPITAL PARTNERS LLC offers portfolio management for individuals. View all service details ↓
DUNHAM LANE CAPITAL PARTNERS LLC manages $117 million in client assets according to their SEC filing dated March 24, 2026.
According to their SEC Form ADV, DUNHAM LANE CAPITAL PARTNERS LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 72
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.49%
Average Client Assets: $1.4 million
Total Client Accounts: 217
Discretionary Accounts: 217
Regulatory Filings
CRD Number: 283276
Filing ID: 2062734
Last Filing Date: 2026-03-24 11:33:30