DUNHAM LANE CAPITAL PARTNERS LLC

Overview

Dunham Lane Capital Partners LLC is a boutique advisory firm focused on discretionary portfolio management for individuals, families and small institutional clients. The firm shows a clear equity preference, allocating the majority of client capital to exchange-traded equities and ETFs while supplementing portfolios with private-market exposures. Its business model combines percentage-of-AUM fees with performance-based fees, indicating willingness to manage outcomes-oriented or concentrated mandates. Dunham Lane is not an ESG-focused allocator and operates under a single-state adviser designation. Operationally the firm centralizes custody with a low-cost, execution-focused broker, which supports active trading, direct indexing and access to global listed markets. That custody choice, together with a heavy equity tilt, suggests the firm runs liquid, tradable core portfolios with the ability to layer in bespoke or opportunistic positions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices