Clients
Dolan McEniry Capital Management serves 6,403 clients, 6,325 of them other clients. The average client has about $2.1 million with the firm, and high-net-worth clients hold 2% of its $13.8 billion in assets.
- Investment companies1 clients4%
- Pooled investment vehicles4 clients2%
- Charitable organizations26 clients12%
- State or municipal government entities3 clients5%
- Sovereign wealth funds and foreign official institutions6 clients2%
- OtherOther, High-net-worth individuals, Corporations and other businesses75%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 24 | $212,382,986 | 1.5% | $8.85M |
| Investment companies | 1 | $486,408,948 | 3.5% | $486.4M |
| Pooled investment vehicles | 4 | $311,801,507 | 2.3% | $78.0M |
| Charitable organizations | 26 | $1,714,759,682 | 12.5% | $66.0M |
| State or municipal government entities | 3 | $650,677,045 | 4.7% | $216.9M |
| Sovereign wealth funds and foreign official institutions | 6 | $313,727,991 | 2.3% | $52.3M |
| Corporations and other businesses | 14 | $144,203,541 | 1.0% | $10.3M |
| Other | 6,325 | $9,924,617,352 | 72.1% | $1.57M |
| Total | 6,403 | $13,758,579,052 | 100% | $2.15M |
- Clients
- 24
- Regulatory AUM
- $212,382,986
- Share
- 1.5%
- Avg. per client
- $8.85M
- Clients
- 1
- Regulatory AUM
- $486,408,948
- Share
- 3.5%
- Avg. per client
- $486.4M
- Clients
- 4
- Regulatory AUM
- $311,801,507
- Share
- 2.3%
- Avg. per client
- $78.0M
- Clients
- 26
- Regulatory AUM
- $1,714,759,682
- Share
- 12.5%
- Avg. per client
- $66.0M
- Clients
- 3
- Regulatory AUM
- $650,677,045
- Share
- 4.7%
- Avg. per client
- $216.9M
- Clients
- 6
- Regulatory AUM
- $313,727,991
- Share
- 2.3%
- Avg. per client
- $52.3M
- Clients
- 14
- Regulatory AUM
- $144,203,541
- Share
- 1.0%
- Avg. per client
- $10.3M
- Clients
- 6,325
- Regulatory AUM
- $9,924,617,352
- Share
- 72.1%
- Avg. per client
- $1.57M
Total
- Clients
- 6,403
- Regulatory AUM
- $13,758,579,052
- Share
- 100%
- Avg. per client
- $2.15M
What it does
Dolan McEniry Capital Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles and portfolio management for institutions. It is paid through a percentage of assets.
Dolan McEniry Capital Management advises no private funds.
100.0% of assets ($13.76B across 6,403 accounts) are managed with discretion. $8.96B sits in a wrap fee program the firm both sponsors and manages. 17% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
What the accounts hold
- Bonds98%
- Investment grade corporate bonds72%
- High-yield corporate bonds21%
- U.S. government and agency bonds5%
- Cash2%
Custodians
Dolan McEniry Capital Management’s client accounts are held mainly at Morgan Stanley, with 22% of managed assets, and UBS Financial Services, with 20%. Dolan McEniry Capital Management does not have custody of client assets.
- Morgan StanleyMorgan Stanley Smith Barney LLC · Purchase, NY · $2.98B22%
- UBS Financial ServicesUBS Financial Services Inc. · Weehawken, NJ · $2.73B20%
- All other custodians$8.04B58%
Ownership and leadership
Im Square Holding 2 LLC owns 25% to 50% of Dolan McEniry Capital Management.
- Owns 25% to 50% of Dolan McEniry Capital Management LLC
Im Square Holding 2 LLC
Control person · since November 2016
- Owns 75% or more of Im Square Holding 2 LLC
Im Square Partners Holding
Control person · since May 2021
- Owns 75% or more of Im Square Partners Holding
Im Square Sas
Control person · since May 2021
- Owns 50% to 75% of Im Square Sas
Legendre Holding 36
Control person · since June 2015
- Owns 75% or more of Legendre Holding 36
Eurazeo Sa
Control person · since April 2014
- Owns 25% to 50% of Dolan McEniry Capital Management LLC
Daniel Dolan
Control person · since August 1997
- Owns 25% to 50% of Dolan McEniry Capital Management LLC
Roger McEniry
Control person · since January 2003
Leadership
- Chantal HeckmanChief Compliance Officer
- Daniel DolanManaging Member
- Roger McEniryManaging Member
Staff
- 26 employees
- 11 in advisory functions
- 1 soliciting firm
Fees
Dolan McEniry Capital Management is paid through a percentage of assets under management.
Dolan McEniry Capital Management’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Dolan McEniry Capital Management has 2 offices, with 3 listed addresses across 2 states.
Illinois · 2 listed addresses
- 120 North Lasalle Street, Suite 1510, ChicagoHQ
- 272 East Deerpath Road, Lake Forest
Florida · 1 listed address
- 4445 North A1a, Vero Beach
Registration details
- Legal name
- Dolan McEniry Capital Management LLC
- Headquarters
- 120 North Lasalle Street, Suite 1510, Chicago, IL 60602-2457
- Phone
- 312-345-4800
- Website
- www.dolanmceniry.com
- SEC file
- 801-54756
- Structure
- Delaware LLC
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Dolan McEniry Capital Management have?
Dolan McEniry Capital Management has 6,403 clients and manages $13.8 billion for them, as of March 2026. They include 6,325 other clients, 26 charitable organizations and 24 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 10 March 2026
What services does Dolan McEniry Capital Management offer?
Dolan McEniry Capital Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Dolan McEniry Capital Management use?
Dolan McEniry Capital Management’s separately managed account assets are held at Morgan Stanley Smith Barney LLC (Purchase, NY), with $2,981,670,270 and UBS Financial Services Inc. (Weehawken, NJ), with $2,732,063,883. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 March 2026
How many financial advisors does Dolan McEniry Capital Management have?
Dolan McEniry Capital Management has 0 investment adviser representatives registered with state securities authorities, out of 26 employees, and 11 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Dolan McEniry Capital Management invest in?
At the end of its last fiscal year, Dolan McEniry Capital Management’s separately managed accounts held 72% investment grade corporate bonds, 21% high-yield corporate bonds, 5% U.S. government and agency bonds and 2% cash and equivalents. It advises no private funds of its own.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Dolan McEniry Capital Management?
Dolan McEniry Capital Management is owned through a chain of holding companies by Eurazeo Sa. Its direct owners are Im Square Holding 2 LLC, Daniel Dolan and Roger McEniry, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 10 March 2026
How does Dolan McEniry Capital Management get paid?
Dolan McEniry Capital Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file