A complete list of active advisors currently associated with Dunham Lane Capital Partners LLC
Warmer can help you find a great advisor at Dunham Lane Capital Partners LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Dunham Lane Capital Partners LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Dunham Lane Capital Partners LLC's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Miami, FL
| 18
| |
Greenwich, CT
| 16
|
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