Dunham Lane Capital Partners LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$113,321,000
Clients
146
Advisors
2
across 2 offices
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
Expertise
Occupation focus
Fee options
0% to 2.0% annually (negotiable, varies by client)
15.0% to 25.0% of gains quarterly for Qualified Clients with high water mark
Account minimum: $250,000
Main office
See office777 West Putnam Avenue, Suite 300
Greenwich CT 06830
Advisors at this office
1
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
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
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 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Dunham Lane since 2016. In addition to his advisory role, Olivieri is a founding principal of Banyan Real Estate Group, where he is involved in identifying and selecting property investments. Dunham Lane Capital Partners LLC offers discretionary investment management services to individuals, trusts, pension and profit-sharing plans, charitable institutions, and endowments. The firm employs a bottom-up, fundamental analysis approach focused on long-term capital appreciation through concentrated portfolios and uses a variety of investment instruments, including derivatives.
Stephen H
Series 63, Series 65
Miami, FL
Dunham Lane Capital Partners LLC
Stephen Huntzinger Jr is a financial advisor with Dunham Lane Capital Partners LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at Dunham Lane Capital Partners since 2016 and is also a founding principal of Banyan Real Estate Group, where he focuses on identifying and selecting property investments. Dunham Lane Capital Partners LLC provides discretionary investment management services to individuals, trusts, corporate pension and profit-sharing plans, charitable institutions, and endowments. The firm employs a bottom-up fundamental analysis approach with concentrated portfolios and utilizes a range of investment instruments, including derivatives, while offering performance-based compensation and regular reporting to qualified clients.
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