# DUNHAM

DUNHAM is an Asset Manager based in San Diego, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** San Diego, United States
- **Region:** North America
- **Address:** San Diego, CA, United States
- **Founded:** 2013
- **Assets under management:** Undisclosed
- **Website:** dunham.com
- **LinkedIn:** https://www.linkedin.com/company/dunham-associates-352864285

## Regulatory record

- **CRD number:** 13162
- **SEC file number:** 801-25803
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/13162

## About

DUNHAM is an SEC-registered investment adviser in SAN DIEGO, CA, registered since 1985. The firm manages $5.6 billion in assets, with $4.7 billion on a discretionary basis. It has 43 employees and 9 investment advisers.

## Sectors

- Asset Management
- Fund of Funds

## People

- Jeffrey Dunham — Founder & CEO

## Questions

### How does Dunham select sub-advisors for its funds?

Dunham runs a manager selection and monitoring process that evaluates institutional sub-advisors on performance, investment process, organizational stability, and alignment with fund mandates. The firm retains full discretion to replace sub-advisors, which is structurally different from a fund-of-funds that buys and sells positions in underlying vehicles. Specific selection criteria and quantitative thresholds are proprietary and not publicly detailed, but Dunham's prospectus disclosures confirm it can terminate sub-advisory agreements without shareholder vote.

### Who controls investment decisions at Dunham?

Portfolio management authority is divided: each fund's sub-advisor makes day-to-day security selection decisions within the mandate, while Dunham — led by Jeffrey Dunham as CEO — controls manager selection, asset allocation framework, and the decision to retain or replace sub-advisors. This dual structure means investment decision accountability sits with a named institutional sub-advisor for security-level outcomes and with Dunham for manager-level outcomes.

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Last updated: 2026-06-03T20:00:00.000Z

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