Stephen Huntzinger is a registered investment advisor at Dunham Lane Capital Partners LLC, based in Miami, FL, with 9 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 155 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Dunham Lane Capital Partners manages investments through separately managed accounts. The annual management fee can range up to 2.0% of the value of your portfolio. This fee is calculated daily and charged quarterly. Qualified clients may also pay a performance-based fee, ranging from 15.0% to 25.0% of the gains in the account each quarter, after any prior losses have been recovered.
Location
429 Lenox Ave, 4th Floor, Miami, FL, 33139
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Stephen is a founding principal of Banyan Real Estate Group, LLC, where he identifies property investments and monitors portfolio performance. This takes about 10-20% of his time outside of securities trading hours.
Employment History
Current Registrations
Dunham Lane Capital Partners LLC
State Registrations4 states
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