# Dunham Lane Capital Partners LLC

> Dunham Lane Capital Partners LLC is an SEC-registered investment advisory firm in Greenwich, CT, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 283276
- Filed as: DUNHAM LANE CAPITAL PARTNERS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Greenwich, CT
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/283276
- AdvisorCensus page: https://advisorcensus.com/firm/dunham-lane-capital-partners-llc-greenwich-ct-283276

## Quick answers

**How is Dunham Lane Capital Partners LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Dunham Lane Capital Partners LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Dunham Lane Capital Partners LLC located?**
Dunham Lane Capital Partners LLC's principal office is in Greenwich, CT, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Dunham Lane Capital Partners LLC registered with the SEC or a state?**
Dunham Lane Capital Partners LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 283276.

**How much does Dunham Lane Capital Partners LLC manage?**
Dunham Lane Capital Partners LLC reports $117,168,000 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary).

**How have Dunham Lane Capital Partners LLC's assets and staff changed since 2021?**
In the Form ADV data for Dunham Lane Capital Partners LLC: Regulatory assets under management: $86,167,000 in the October 2021 data and $117,168,000 in the October 2026 data, up 36%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Dunham Lane Capital Partners LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (74); high net worth individuals (72); charitable organizations (1).

**Which custodians does Dunham Lane Capital Partners LLC use?**
Dunham Lane Capital Partners LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Interactive Brokers LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Dunham Lane Capital Partners LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/283276

**Does Dunham Lane Capital Partners LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 24, 2026 says: "DLCP generally requires a $250,000 minimum account size. DLCP may, in its sole discretion, raise or lower the minimum requirement with respect to certain clients."

**What changed in Dunham Lane Capital Partners LLC's recent Form ADV filings?**
In the January 2026 filing data: Added an office in Hingham, MA. No longer lists an office in Boston, MA. No longer registered or notice-filed in CA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 24, 2026)

- Account minimum: $250,000 (the brochure says it may be waived or negotiated)

> DLCP generally requires a $250,000 minimum account size. DLCP may, in its sole discretion, raise or lower the minimum requirement with respect to certain clients.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Interactive Brokers LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $117,168,000
- Discretionary: $117,168,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 74 | $11,979,000 |
| High net worth individuals | 72 | $101,342,000 |
| Charitable organizations | 1 | $3,847,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2019 (6 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT, FL, MA, NH, NY, PA, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Hingham, MA

### Websites listed on Form ADV (Item 1.I)
- [dunhamlanecapital.com](https://dunhamlanecapital.com)
- LinkedIn @27224460

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $86,167,000 | 2 | July 2, 2021 |
| October 2022 | $95,164,000 | 3 | March 31, 2022 |
| October 2023 | $83,711,000 | 3 | May 9, 2023 |
| October 2024 | $98,389,000 | 2 | July 16, 2024 |
| October 2025 | $106,831,000 | 2 | March 26, 2025 |
| October 2026 | $117,168,000 | 2 | March 24, 2026 |

Regulatory assets under management: $86,167,000 in the October 2021 data and $117,168,000 in the October 2026 data, up 36%.
Total employees: 2 in October 2021 and 2 in October 2026.

## Changes in the filing (last 12 months)

### January 2026
- Added an office in Hingham, MA.
- No longer lists an office in Boston, MA.
- No longer registered or notice-filed in CA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Dunham Lane Capital Partners LLC (CRD 283276): Form ADV filing data as of October 2026.