← Directory

DUNHAM LANE CAPITAL PARTNERS LLC

CRD 283276File 801-117455
APPROVED
Retail clients
Filing as of Mar 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$117.2M
Bottom 25% of cohort (national)
Discretionary AUM
$117.2M
Clients
147
217 accounts
Employees
2
Bottom 25% of cohort in CT

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
BRO
Registration date
Oct 9, 2019
Principal office
777 WEST PUTNAM AVENUE, SUITE 300, GREENWICH, CT, 06830
Phone
203-355-3639

Assets & accounts

ADV Item 5F
Total regulatory AUM
$117.2M
Discretionary AUM
$117.2M
Non-discretionary AUM
$0
Discretionary accounts
217
Non-discretionary accounts
0
Total accounts
217
AUM per client
$797K

Clients by type

ADV Item 5D
Client typeClientsAUM
Charitable organizations1$3.8M
High net worth individuals72$101.3M
Individuals (other than high net worth individuals)74$12.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.