Investment adviser · CRD 108658

DOLAN MCENIRY CAPITAL MANAGEMENT LLC

Investment adviser filing (IA)

CHICAGO, IL, United States · Form ADV filed Mar 10, 2026

Regulatory AUM: $13.8B
Client accounts: 6,403
Employees: 26
Advisory professionals: 11

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Other clients	6,325	$9,924,617,352	72.1%
Charities	26	$1,714,759,682	12.5%
Government entities	Fewer than 5	$650,677,045	4.7%
Investment companies	1	$486,408,948	3.5%
Sovereign wealth & foreign institutions	6	$313,727,991	2.3%
Pooled investment vehicles	4	$311,801,507	2.3%
High-net-worth individuals	24	$212,382,986	1.5%
Corporations & businesses	14	$144,203,541	1.0%

Filing source

Form ADV 2057029 · Mar 10, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

No detailed fund records are available here. Funds may be referenced under another reporting adviser in Schedule D 7.B.(2); this does not establish that the adviser has no funds.

Services & filing details

Most recent filing: Mar 10, 2026. View historical filings

Reported services

Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets

Principal office

120 NORTH LASALLE STREET, SUITE 1510
CHICAGO, IL, 60602-2457, United States

CRD 108658

Filing source

Form ADV 2057029 · Mar 10, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.