Dolan Mceniry Capital Management Llc
SEC-registered
Investment Adviser · Large ($10B–$100B)
CRD 108658
· SEC file 801-54756
· Chicago, IL
· www.linkedin.com
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ADV data as of Mar 10, 2026
- Regulatory AUM
- $13.8B
- Discretionary
- $13.8B
- Clients
- 6,403
- Avg AUM / client
- $2.1M
- Accounts
- 6,403
- Employees
- 26
AUM over time
$2.9B
$13.8B
Dec 2011
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 24 | $212M | 1.54% |
| Investment companies | 1 | $486M | 3.54% |
| Pooled investment vehicles (non-investment companies) | 4 | $312M | 2.27% |
| Charitable organizations | 26 | $1.7B | 12.5% |
| State or municipal government entities | 3 | $651M | 4.73% |
| Sovereign wealth funds and foreign official institutions | 6 | $314M | 2.28% |
| Corporations and other businesses | 14 | $144M | 1.05% |
| Other | 6,325 | $9.9B | 72.1% |
Nonprofit clients
Charities that reported this firm as a top-paid contractor (investment services) on Form 990.
| Charity | Location | Period |
|---|---|---|
| Horatio Alger Endowment Fund EIN 272480291 | Alexandria, VA | 12/31/2024 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Sheet Metal Workers' Local 46 Pension Fund Sheet Metal Workers Pension Fund 46 | 2024 | |
| Bricklayers & Allied Craftworkers, Loc 2, Albany Ny Pension Fund Bot Bricklayers & Allied Craftworkers,L 2, Albany,Ny Pens Fd | 2024 | |
| Neca Ibew Local 364 Defined Contribution Plan Trustees Of Neca Ibew Local 364 Contribution Pension Trust Fund | 2024 | |
| Rochester Laborers Annuity Fund Board Of Trustees Rochester Laborers Annuity Fund | Rochester, NY | 2024 |
| Rochester Laborers Pension Fund Rochester Laborers Pension Fund | Rochester, NY | 2024 |
| Iron Workers Locals 40, 361 & 417 Pension Fund Board Of Trustees Iron Workers Locals 40, 361 & 417 Pension Fund | 2024 | |
| Wilson, Elser, Moskowitz, Edelman & Dicker Llp Partners' Defined Contribution Plan Wilson, Elser, Moskowitz, Edelman & Dicker Llp | 2024 | |
| Perini Corporation Pension Plan Tutor Perini Corporation | Sylmar, CA | 2024 |
| Ibew Local No. 117 Pension Fund Trustees Of Ibew Local No. 117 Pension Fund | 2024 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Dolan, Daniel, David | Managing Member | Aug 1997 (29y) | 25% – 50% | |
| Mceniry, Roger, Scott | Managing Member | Jan 2003 (24y) | 25% – 50% | |
| Heckman, Chantal, Madeline | Chief Compliance Officer | Nov 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Im Square Holding 2 Llc | Member | Nov 2016 | A | 25% – 50% |
| Im Square Sas | Parent | May 2021 | B | ≈ 14.06% – 50% via Im Square Partners Holding |
| Eurazeo Sa | Parent | Apr 2014 | B | ≈ 5.27% – 37.5% via Legendre Holding 36 |
| Im Square Partners Holding | Parent | May 2021 | B | ≈ 18.75% – 50% via Im Square Holding 2 Llc |
| Legendre Holding 36 | Holding Company | Jun 2015 | B | ≈ 7.03% – 37.5% via Im Square Sas |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Im Square Sas: 75% – 100% of Im Square Partners Holding × 75% – 100% of Im Square Holding 2 Llc × 25% – 50% direct ≈ 14.06% – 50% of the firm
- Eurazeo Sa: 75% – 100% of Legendre Holding 36 × 50% – 75% of Im Square Sas × 75% – 100% of Im Square Partners Holding × 75% – 100% of Im Square Holding 2 Llc × 25% – 50% direct ≈ 5.27% – 37.5% of the firm
- Im Square Partners Holding: 75% – 100% of Im Square Holding 2 Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Legendre Holding 36: 50% – 75% of Im Square Sas × 75% – 100% of Im Square Partners Holding × 75% – 100% of Im Square Holding 2 Llc × 25% – 50% direct ≈ 7.03% – 37.5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (9)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Sheet Metal Workers' Local 46 Pension Fund | Sheet Metal Workers Pension Fund 46 | 381 | $109M | 07/01/2024 |
| Bricklayers & Allied Craftworkers, Loc 2, Albany Ny Pension Fund | Bot Bricklayers & Allied Craftworkers,L 2, Albany,Ny Pens Fd | 470 | $128M | 05/01/2024 |
| Neca Ibew Local 364 Defined Contribution Plan | Trustees Of Neca Ibew Local 364 Contribution Pension Trust Fund | 1,010 | $489M | 05/01/2024 |
| Rochester Laborers Annuity Fund | Board Of Trustees Rochester Laborers Annuity Fund | 908 | $73.9M | 01/01/2024 |
| Rochester Laborers Pension Fund | Rochester Laborers Pension Fund | 653 | $208M | 01/01/2024 |
| Iron Workers Locals 40, 361 & 417 Pension Fund | Board Of Trustees Iron Workers Locals 40, 361 & 417 Pension Fund | 1,826 | $729M | 01/01/2024 |
| Wilson, Elser, Moskowitz, Edelman & Dicker Llp Partners' Defined Contribution Plan | Wilson, Elser, Moskowitz, Edelman & Dicker Llp | 314 | $57.9M | 01/01/2024 |
| Perini Corporation Pension Plan | Tutor Perini Corporation | 37 | $60.7M | 01/01/2024 |
| Ibew Local No. 117 Pension Fund | Trustees Of Ibew Local No. 117 Pension Fund | 464 | $253M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Foundations & charities (1)
| Organization | Type | Assets | As of |
|---|---|---|---|
| Horatio Alger Endowment Fund | Public charity | $345M | 12/31/2024 |
From IRS Form 990 investment-management-fee disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/10/2026 | 1.09 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Morgan Stanley $3.0B (22% of AUM) Mar 2026
- UBS $2.7B (20% of AUM) Mar 2026
- State Street $908M (12% of AUM) Mar 2023
- Brown Brothers Harriman & Co. $618M (10% of AUM) Feb 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 10, 2026.
View current Form ADV (SEC/IAPD) ↗