DOLAN MCENIRY CAPITAL MANAGEMENT LLC
Latest filing: Mar 18, 2025 (173 days ago)
AUM
$12,615,105,475
33% change vs. 1 year ago
65% change vs. 3 years ago
82% change vs. 5 years ago
156% change vs. 10 years ago
Employee Count
23
10% change vs. 1 year ago
15% change vs. 3 years ago
44% change vs. 5 years ago
92% change vs. 10 years ago
Main Office
CHICAGO, IL
120 NORTH LASALLE STREET, SUITE 1510, CHICAGO, IL, UNITED STATES, 60602-2457
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $12.6 |
| Non-Discretionary | $0.0 |
| Total | $12.6 |
| Client | AUM |
|---|---|
| Retail | $0.3 |
| Pooled | $0.6 |
| Institutional | $11.8 |
| Total | $12.6 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 27 | $0.3 |
| Average HNW AUM | $9,632,583 | |
| Retail Total | 27 | $0.3 |
| Average Retail AUM | $9,632,583 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| UBS FINANCIAL SERVICES INC. | WEEHAWKEN-NJ-USA | $2.2 |
| MORGAN STANLEY SMITH BARNEY LLC | PURCHASE-NY-USA | $1.8 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $12.0 |
| Retail SMA AUM | $0.3 |
| Institutional SMA AUM | $11.8 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 74% | $8.9 |
| HY Credit | 23% | $2.8 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 3% | $0.4 |
| Other | 0% | $0.0 |
| Total | 100% | $12.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| IM GLOBAL PARTNER FUND MANAGEMENT LLC | $3.3 | 110005 | |
| IM GLOBAL PARTNERS SAS | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-08-01 | $12.6 | $0.0 | 0% | 23 | 0 | 0% |
| 2025-04-21 | $12.6 | $0.0 | 0% | 23 | 0 | 0% |
| 2024-04-02 | $9.5 | $3.1 | 33% | 21 | 2 | 10% |
| 2023-04-04 | $7.4 | $5.3 | 72% | 19 | 4 | 21% |
| 2022-04-01 | $7.7 | $4.9 | 65% | 20 | 3 | 15% |
| 2021-04-05 | $8.0 | $4.6 | 58% | 17 | 6 | 35% |
| 2020-04-01 | $6.9 | $5.7 | 82% | 16 | 7 | 44% |
| 2019-04-01 | $6.2 | $6.4 | 104% | 17 | 6 | 35% |
| 2018-04-02 | $6.3 | $6.3 | 99% | 16 | 7 | 44% |
| 2017-04-01 | $5.9 | $6.8 | 115% | 13 | 10 | 77% |
| 2016-04-01 | $4.9 | $7.7 | 158% | 12 | 11 | 92% |
| 2015-04-01 | $4.9 | $7.7 | 156% | 12 | 11 | 92% |
| 2014-04-01 | $4.1 | $8.6 | 210% | 11 | 12 | 109% |
| 2013-04-01 | $3.9 | $8.7 | 220% | 10 | 13 | 130% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| IL, AK-03/31/2014, AL-03/31/2014, AR-03/31/2014, AZ-03/31/2014, CA-03/31/2014, CO-03/31/2014, CT-03/31/2014, DC-03/31/2014, DE-03/31/2014, FL-03/31/2014, GA-03/31/2014, HI-03/31/2014, IA-03/31/2014, ID-03/31/2014, IL-08/25/1997, IN-03/31/2014, KS-03/31/2014, KY-03/31/2014, LA-03/31/2014, MA-03/31/2014, MD-03/31/2014, ME-03/31/2014, MI-03/31/2014, MN-03/31/2014, MO-03/31/2014, MS-03/31/2014, MT-03/31/2014, NC-03/31/2014, ND-03/31/2014, NE-03/31/2014, NH-03/31/2014, NJ-04/22/2014, NM-03/31/2014, NV-03/31/2014, NY-03/31/2014, OH-03/31/2014, OK-03/31/2014, OR-03/31/2014, PA-03/31/2014, PR-03/31/2014, RI-03/31/2014, SC-03/31/2014, SD-03/31/2014, TN-03/31/2014, TX-03/31/2014, UT-03/31/2014, VA-03/31/2014, VI-03/31/2014, VT-03/31/2014, WA-03/31/2014, WI-03/31/2014, WV-03/31/2014, WY-02/27/2018 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (RIC) PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV