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| Happy Holidays!! thanks for using AUM13F!! |
| Dolan McEniry Capital Management LLC
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|---|---|
| CRD # | 108658 |
| SEC # | 801-54756 |
| CIK # | |
| AUM | $12.6 B (2025-03-18) |
| Employees | 23 (65% Investors, 0% Brokers) |
| Phone | 312-345-4800 |
| Address | 120 North LaSalle Street, Suite 1510 Chicago, IL 60602-2457 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 27 | 0.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.3 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 4 | 0.2 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 27 | 1.7 |
| (i) State or municipal government entities | 3 | 0.7 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 6 | 0.4 |
| (m) Corporations or other businesses not listed above | 14 | 0.1 |
| (n) Other | 5,838 | 8.9 |
| Total | 5,920 | 12.6 |
| By Discretionary | ||
| Discretionary | 5,920 | 12.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5,920 | 12.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.2 | |
| United States Persons | 10.4 | |
| Total | 5,920 | 12.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Madison Investment Advisors LLC
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|
WI | 13.3 |
|
Mason Investment Advisory Services Inc
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|
VA | 13.2 |
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
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|
MA | 12.9 |
|
Westwood Management Corp
✚
|
TX | 12.8 |
|
Ariel Investments LLC
✚
|
IL | 12.4 |
|
Clarfeld Financial Advisors LLC
✚
|
NY | 12.2 |
|
Vident Advisory LLC
✚
|
GA | 12.1 |
|
Sarofim Trust Co LTA
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|
TX | 12.0 |
|
Mairs and Power Inc
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|
MN | 12.0 |
|
Westwood Global Investments LLC
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|
MA | 11.8 |