CRD: 283276
Dunham Lane Capital Partners LLC
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- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-02-2016
- Office Locations
- 2
Office Locations
About Dunham Lane Capital Partners LLC
Dunham Lane Capital Partners is a Greenwich, CT-based RIA focused on compounding wealth through long-term, generational partnerships. The firm provides discretionary asset management, portfolio construction, financial planning, and insurance planning for retail clients, with portfolios primarily implemented using ETFs and U.S. government/agency bonds. Custody includes Interactive Brokers.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
STEPHEN LYNN HUNTZINGER JR
Co-founder, Managing Partner
- CRD
- #4975754
- Ownership
- Less than 5%
ANTHONY LOUIS OLIVIERI
Chief Compliance Officer, Co-founder, Managing Partner, Partner
- CRD
- #5547700
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $117,168,000 | $539,945 |
| Non-Discretionary | $0 | -- |
| Total | $117,168,000 | $539,945 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Derivatives | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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