DUNHAM LANE CAPITAL PARTNERS LLC

2 Overhill Rd
Suite 400
Scarsdale, New York 10583
Tel: 914-607-6950

About DUNHAM LANE CAPITAL PARTNERS LLC

DUNHAM LANE CAPITAL PARTNERS LLC, formally registered with the SEC as DUNHAM LANE CAPITAL PARTNERS LLC. The firm was established in 10/09/2019. They have over 2 offices throughout the country.

DUNHAM LANE CAPITAL PARTNERS LLC is a Scarsdale, New York based Financial Planning firm with nearly $98,389,000 assets under management, offering retirement planning & investment advisory services to 219 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	283276
SEC#	801-117455
Assets Managed by Firm	$98,389,000
No. of Clients	219
No. of Advisors	2

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	219	$98,389,000
Individuals (other than high net worth individuals)	88	$15,976,000
High net worth individuals	61	$82,413,000

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