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Building 2DUNHAM LANE CAPITAL PARTNERS LLC

Map pinGREENWICH, CT
Phone203-355-3639
NotebookSEC #801-117455
Total AUM
$117.2M
Employees
2
Clients
147

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
777 WEST PUTNAM AVENUE
SUITE 300
GREENWICH
CT 06830
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
203-355-3639
Other Offices
1

ReceiptFinancials

Total AUM
$117.2M
Accounts
217
Discretionary
$117.2M
Accounts
217
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
74
AUM
$12M
HNW Individual Clients
72
AUM
$101.3M
Charitable Organization Clients
1
AUM
$3.8M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLMANHNYPATXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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