Dunham Lane Capital Partners LLC
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Overview
Dunham Lane Capital Partners LLC operates as a financial advisory firm that has its headquarters in Scarsdale, New York. Dunham Lane Capital Partners LLC administers $83.7 million in total assets across 207 accounts. Dunham Lane Capital Partners LLC has a small group, including 2 financial advisors. Dunham Lane Capital Partners LLC is not a registered broker-dealer, signifying that the company is not able to buy and sell securities for its own accounts as well as its clients' and instead is required to go through a broker-dealer firm to do so. Securities are defined as exchangable fiscal assets such as options, bonds and stocks.
Dunham Lane Capital Partners LLC administers all of its accounts on a discretionary basis. Discretionary management signifies that a portfolio manager makes transaction judgments for the client's account without needing the client's authorization. Dunham Lane Capital Partners LLC's average account size is $404,401. An average advisor at Dunham Lane Capital Partners LLC administers about 104 client accounts.
The company's main office is located at 2 Overhill Rd, Scarsdale, New York 10583. The firm is legally registered to provide services to customers throughout a number of states, including California, Florida, Massachusetts, New York, Pennsylvania, Texas and Virginia.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Dunham Lane Capital Partners LLC by the Numbers
$83.7 million
3
207
$404.4 thousand
Fee Structure
Fees charged by financial advisors typically are based on which service is provided. However, fee types billed by the firm most likely consist of some combination of the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Dunham Lane Capital Partners LLC.
Available
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Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company caters to retail investors and high net worth investors. Out of its 207 customers, Dunham Lane Capital Partners LLC's biggest client group by number of accounts is retail investors, though it also caters to 59 high-net-worth individuals. A high-net-worth individual is defined by the SEC as someone who has at least $750,000 under management or a net worth of more than $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its accounts are non-U.S. persons.
- High-Net-Worth Individuals* - 40.97%
- Other Individuals - 59.03%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Dunham Lane Capital Partners LLC does not have any disclosures.
Please visit its Form ADV for more details.
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