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DOLAN MCENIRY CAPITAL MANAGEMENT LLC
CRD 108658File 801-54756
APPROVED
Retail clients
Filing as of Mar 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$13.76B
Top 10% of cohort (national)
Discretionary AUM
$13.76B
Clients
78
6,403 accounts
Employees
26
Top 10% of cohort in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Aug 15, 1997
- Principal office
- 120 NORTH LASALLE STREET, SUITE 1510, CHICAGO, IL, 60602-2457
- Phone
- 312-345-4800
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $13.76B
- Discretionary AUM
- $13.76B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 6,403
- Non-discretionary accounts
- 0
- Total accounts
- 6,403
- AUM per client
- $176.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 14 | $144.2M |
| Non-U.S. persons | 6 | $313.7M |
| Investment companies | 1 | $486.4M |
| Charitable organizations | 26 | $1.71B |
| High net worth individuals | 24 | $212.4M |
| Pooled investment vehicles | 4 | $311.8M |
| State or municipal government entities | Fewer than 5 | $650.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 6403 | 78 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.