Dunham Lane Capital Partners LLC logo

Dunham Lane Capital Partners LLC

Updated today

Client assets under management

$113,321,000

Clients

146

49% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

73

High

Average account size

$776,171

About

Dunham Lane Capital Partners LLC provides discretionary investment management through separately managed accounts to individuals, trusts, corporate pension and profit-sharing plans, charitable institutions and endowments, managing roughly $117 million across its client base and generally requiring a minimum account size. The firm directs investments on custody platforms that allow clients to view individual account holdings while DLCP maintains full trading discretion.

DLCP employs a bottom-up, fundamental analysis approach focused on long-term capital appreciation, favoring concentrated portfolios—typically five to twenty stocks—with occasional larger cash positions and an emphasis on company financials and intrinsic value. The firm’s disclosed strategy includes use of a range of instruments beyond plain equity—ETFs, ETNs, options and other derivatives are part of its investment toolkit—and it acknowledges the attendant risks of derivatives and margin use.

What is noteworthy about DLCP compared with many peers is its use of performance-based compensation for qualified clients together with reporting practices (quarterly commentary and performance information) and a high-water mark provision, features that are relatively uncommon among supported firms. The brochure also highlights operational particulars — reliance on two principals (a key-man consideration), occasional use of AI tools for research, and a preferred custodian arrangement — that help define its governance and operational profile.

Client services

Portfolio management

Expertise

Concentrated stock management Active portfolio management

Occupation focus

Founder/Business Owner

Fee options

Percentage

0% to 2.0% annually (negotiable, varies by client)

Performance-based

15.0% to 25.0% of gains quarterly for Qualified Clients with high water mark

Other

Account minimum: $250,000

Main office location

Dunham Lane Capital Partners LLC

777 West Putnam Avenue, Suite 300

Greenwich CT 06830, United States

Number of offices

2

Most active in

Connecticut · Florida · Massachusetts · New Hampshire · New York · Pennsylvania · Texas · Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Anthony O

Series 63, Series 65

Greenwich, CT

Dunham Lane Capital Partners LLC

Anthony Olivieri is a financial advisor at Dunham Lane Capital Partners LLC with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Dunham Lane since 2016. He is also a founding principal of Banyan Real Estate Group, where he is involved in identifying and selecting property investments. Dunham Lane Capital Partners LLC provides discretionary investment management through separately managed accounts for individuals, trusts, corporate pension and profit-sharing plans, charitable institutions, and endowments. The firm employs a bottom-up, fundamental analysis approach focused on long-term capital appreciation and typically manages concentrated portfolios with full trading discretion.

Concentrated stock management Active portfolio management Founder/Business Owner
user avatar

Stephen H

Series 63, Series 65

Miami, FL

Dunham Lane Capital Partners LLC

Stephen Huntzinger Jr is a financial advisor at Dunham Lane Capital Partners LLC with 17 years of industry experience. He holds Series 63 and Series 65 designations and has been with Dunham Lane since 2016. In addition to his advisory role, he is a founding principal of Banyan Real Estate Group, where he is involved in identifying and selecting property investments. Dunham Lane Capital Partners LLC provides discretionary investment management for individuals, trusts, pension and profit-sharing plans, charitable institutions, and endowments. The firm focuses on long-term capital appreciation through a bottom-up, fundamental analysis approach, managing concentrated portfolios with a range of instruments including stocks, ETFs, bonds, currencies, and options.

Concentrated stock management Active portfolio management Founder/Business Owner
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")