Dolan Financial Corp

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Assets, Funds, Holdings

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Dolan Financial Corp
CRD #104734
SEC #801-24638
CIK #0001396838
AUM
Employees
Phone301-495-5900
Address8455 Colesville Rd Ste 710
Silver Spring, MD 20910-3318
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
604836241201999200620132021
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 83 31.6
By Discretionary
Discretionary 83 31.6
Non-Discretionary 0 0.0
Total 83 31.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 31.6
Total 83 31.6
EDGAR Form CIK 2011 - 2023
10-K [0001396838]
10-Q [0001396838]
3 [0001396838]
4 [0001396838]
5 [0001396838]
8-K [0001396838]
SC 13G [0001396838]
Form 13D/13G Filer Form 13D/13G Subject Filed
Nantahala Capital Management LLC Dolan Co [2013-05-24]
Vanguard Group Inc Dolan Co [2013-02-12]
Kendall Square Capital LLC Dolan Co [2013-02-04]
Bares Capital Management Inc Dolan Co [2012-02-14]
[2012-02-14]
River Road Asset Management LLC Dolan Co [2012-02-09]
Form 3/4/5 Subject 2011 - 2023
Christianson Tony
Dolan Co.
Duncomb Vicki
Nystrom Kevin J
Stodder Mark W C
Dolan James P
Stern Gary H
Rossi George
Fine Lauren Rich
Fairfield Bill L
View All
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