Dunham Lane Capital Partners Llc
- Regulatory AUM
- $117M
- Discretionary
- $117M
- Clients
- 147
- Avg AUM / client
- $797K
- Accounts
- 217
- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of Mar 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 74 | $12.0M | 10.2% |
| High net worth individuals | 72 | $101M | 86.5% |
| Charitable organizations | 1 | $3.8M | 3.28% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Anthony Louis Olivieri | Co Founder And Managing Partner, Chief Compliance Officer | Mar 2016 (10y) | ≈ 37.5% – 75% via Constantia Ventures Llc | |
| Stephen Lynn Huntzinger Jr | Co Founder And Managing Partner | Mar 2016 (10y) | ≈ 37.5% – 75% via Huntzinger Holdings Llc |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Constantia Ventures Llc | Member | Jun 2019 | A | 50% – 75% |
| Huntzinger Holdings Llc | Member | Jun 2019 | A | 50% – 75% |
Estimated effective ownership (look-through of filed bands):
- Anthony Louis Olivieri: 75% – 100% of Constantia Ventures Llc × 50% – 75% direct ≈ 37.5% – 75% of the firm
- Stephen Lynn Huntzinger Jr: 75% – 100% of Huntzinger Holdings Llc × 50% – 75% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/24/2026 | 902 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Interactive Brokers $117M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 24, 2026.
View current Form ADV (SEC/IAPD) ↗