Dunham Lane Capital Partners LLC

Dunham Lane Capital Partners LLC is an investment adviser firm based in Scarsdale, NY, established in 2016. The firm specializes in providing discretionary asset management services through separately managed accounts. The firm's investment strategy focuses on fundamental analysis to identify undervalued securities for long-term capital appreciation. DLCP manages approximately $106,831,000 in assets as of December 31, 2024. For new accounts, DLCP's compensation includes a management fee ranging from no fee to 2.0% annually and a performance fee of 15.0% to 25.0% of gains. The firm generally requires a minimum account size of $250,000, which may be adjusted at its discretion. DLCP does not participate in wrap fee programs and does not receive compensation other than advisory fees. The firm exercises full investment discretion for client accounts and reviews account activity monthly. Clients receive quarterly reports from the custodian detailing account performance. DLCP does not disclose client information except as required by law and does not independently verify information provided by clients or third parties.