Dunham Lane Capital Partners LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Greenwich, CT. Its latest Form ADV filing, dated March 24, 2026, reports $117M in regulatory assets under management, 2 employees, 1 office, and 217 accounts.
Assets Under Management
$117M
Employees
2
Offices
1 office
Total Clients
147
Primary office
GREENWICH, CT
777 WEST PUTNAM AVENUE, SUITE 300, GREENWICH, CT, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 50.3% of total clients.
Top client categories% of clientsClients
1
Individuals
50.3%
74
2
HNWI
49.0%
72
3
Charitable
0.7%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$117Mas of March 24, 2026
Discretionary100.0%
$117M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$117M
Total Accounts217
10Y AUM Change+$86M (+281.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee74:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.