DOLAN MCENIRY CAPITAL MANAGEMENT LLC
C26
CRD 108658·SEC 801-54756·CHICAGO, IL
AUM
$13.76B
$1B+
Est. Revenue
$137.6M
@ 1% on AUM
Est. EBITDA
$41.3M
@ 30% margin
Est. Deal Value
$330.2M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $6.18B
'21 · $6.93B
'22 · $8.01B
'23 · $7.67B
'25 · $12.62B
'26 · $13.76B
'20'26
$6.18B → $13.76B▲ +123%
Client mix
| Other | 6,325 |
| Charitable Organizations | 26 |
| Individuals High Net Worth | 24 |
| Corporations | 14 |
| Sovereign Wealth Funds | 6 |
Operations
Advisory staff (5-yr trend)
'20 · 11 advisors
'21 · 11 advisors
'22 · 11 advisors
'23 · 13 advisors
'25 · 15 advisors
'26 · 11 advisors
'20'26
11 advisors → 11 advisors▬ 0%
Branches
—
Custodian & Brokerage
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (9)
Everything else we've pulled for this record, not yet curated into a section.