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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

DUNHAM LANE CAPITAL PARTNERS LLC

CRD 283276

GREENWICH, CT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0e82cd06-dc28-fa99-c66f-e57d1447fe52

Data as of Mar 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:13 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 3
On other graphs: 0
Observed: Sep 6, 2019 to Mar 24, 2026
22 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.97 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $117MItem 5.F on the latest filing (2026-03-24); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $117M
Private client RAUM: $113MderivedItem 5.D individuals plus high net worth individuals
Private client share: 97%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $58.6Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 2
Advisory employees: 2
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 217
Individual clients: 74
High net worth clients: 72
SEC number: 801-117455
CRD: 283276
Filings on the tape: 22
First filed: Sep 6, 2019
Latest filed: Mar 24, 2026
Organised: Limited Liability Company, DE

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
STEPHEN LYNN HUNTZINGER JR	n/a	Miami, FL	10	18	n/a	no
ANTHONY LOUIS OLIVIERI	n/a	GREENWICH, CT	10	16	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CONSTANTIA VENTURES LLC	Member	D	yes	06/2019	Sep 6, 2019	Jul 16, 2024
HUNTZINGER HOLDINGS LLC	Member	D	yes	06/2019	Sep 6, 2019	Jul 16, 2024
HUNTZINGER JR, STEPHEN, LYNN	MANAGING MEMBER	E	yes	06/2019	Sep 6, 2019	Jul 16, 2024
HUNTZINGER JR, STEPHEN, LYNN	CO-FOUNDER AND MANAGING PARTNER	Na	yes	03/2016	Sep 6, 2019	Jul 16, 2024
OLIVIERI, ANTHONY, LOUIS	MANAGING MEMBER	E	yes	06/2019	Sep 6, 2019	Jul 16, 2024
OLIVIERI, ANTHONY, LOUIS	CO-FOUNDER AND MANAGING PARTNER, CHIEF COMPLIANCE OFFICER	Na	yes	03/2016	Sep 6, 2019	Jul 16, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Boston	Ma	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 24, 2026	$117M	$117M	2	2	1	n/a	n/a
2024	Mar 26, 2025	$107M	$107M	2	2	1	n/a	n/a
2023	Mar 26, 2024	$98.4M	$98.4M	3	2	1	n/a	n/a
2022	Mar 27, 2023	$83.7M	$83.7M	3	2	2	n/a	n/a
2021	Mar 29, 2022	$95.2M	$95.2M	3	2	2	n/a	n/a
2020	Mar 15, 2021	$80.1M	$80.1M	2	2	1	n/a	n/a
2019	Mar 27, 2020	$38.8M	$38.8M	2	2	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$117M	$107M	9.7%	$83.7M	11.9%	2	2	1	1

Relationships

Registered with (2)

← STEPHEN LYNN HUNTZINGER JRAdvisorregistration: current employment
May 2, 2016 to presentfactForm ADV
← ANTHONY LOUIS OLIVIERIAdvisorregistration: current employment
May 2, 2016 to presentfactForm ADV

Controls (4)

← HUNTZINGER JR, STEPHEN, LYNNOwnerMANAGING MEMBER, ownership code E, individual
Sep 6, 2019 to Jul 16, 2024factForm ADV
← OLIVIERI, ANTHONY, LOUISOwnerMANAGING MEMBER, ownership code E, individual
Sep 6, 2019 to Jul 16, 2024factForm ADV
← CONSTANTIA VENTURES LLCOwnerMEMBER, ownership code D, domestic entity
Sep 6, 2019 to Jul 16, 2024factForm ADV
← HUNTZINGER HOLDINGS LLCOwnerMEMBER, ownership code D, domestic entity
Sep 6, 2019 to Jul 16, 2024factForm ADV

Dated events

Occurred
Jul 16, 2024
Control person left
Stanton Norman Schleifer (Cco) no longer on Schedule A of Dunham Lane Capital Partners Llc (listed 2024-03-26, absent 2024-07-16)
Form ADVobserved 4 days ago
Occurred
Nov 16, 2021
Control person joined
Stanton Norman Schleifer (Cfo, Coo, And Cco) appeared on Schedule A of Dunham Lane Capital Partners Llc
Form ADVobserved 4 days ago
Occurred
Sep 6, 2019
First Form ADV filing
Dunham Lane Capital Partners Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0e82cd06-dc28-fa99-c66f-e57d1447fe52
First observed: Sep 6, 2019
Last observed: Mar 24, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

DUNHAM LANE CAPITAL PARTNERS LLC

CRD 283276

GREENWICH, CT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0e82cd06-dc28-fa99-c66f-e57d1447fe52

Data as of Mar 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:13 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

STEPHEN LYNN HUNTZINGER JR

n/a

Miami, FL

n/a

ANTHONY LOUIS OLIVIERI

n/a

GREENWICH, CT

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CONSTANTIA VENTURES LLC

Member

yes

06/2019

Sep 6, 2019

Jul 16, 2024

HUNTZINGER HOLDINGS LLC

Member

yes

06/2019

Sep 6, 2019

Jul 16, 2024

HUNTZINGER JR, STEPHEN, LYNN

MANAGING MEMBER

yes

06/2019

Sep 6, 2019

Jul 16, 2024

HUNTZINGER JR, STEPHEN, LYNN

CO-FOUNDER AND MANAGING PARTNER

yes

03/2016

Sep 6, 2019

Jul 16, 2024

OLIVIERI, ANTHONY, LOUIS

MANAGING MEMBER

yes

06/2019

Sep 6, 2019

Jul 16, 2024

OLIVIERI, ANTHONY, LOUIS

CO-FOUNDER AND MANAGING PARTNER, CHIEF COMPLIANCE OFFICER

yes

03/2016

Sep 6, 2019

Jul 16, 2024

City

State

Country

Employees

Also broker-dealer

Boston

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 24, 2026

$117M

n/a

2024

Mar 26, 2025

$107M

n/a

2023

Mar 26, 2024

$98.4M

n/a

2022

Mar 27, 2023

$83.7M

n/a

2021

Mar 29, 2022

$95.2M

n/a

2020

Mar 15, 2021

$80.1M

n/a

2019

Mar 27, 2020

$38.8M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$117M

$107M

9.7%

$83.7M

11.9%