Dunham

Asset Manager SEC-registered adviser

Legal name: Dunham & Associates Investment Counsel, Inc.

San Diego, CA Website

AUM

$5.6B
Regulatory AUM

Private funds

1
Other 1

Private fund assets

—

Employees

43

Last Form D raise

—

From SEC Form ADV filing (filed Jul 15, 2026). View on SEC

People(2)

Owners and executive officers named on the firm's SEC Form ADV.

R
President and Chief Investment Officer

Funds(1)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Dunham Vip Ventures L.P.Other————

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
13162
SEC file number
801-25803
CIK
799646

Sources