|
⚲
|
| Dudley & Shanley Inc
✚
|
|
|---|---|
| CRD # | 157515 |
| SEC # | 801-72572 |
| CIK # | 0000883511 |
| AUM | $610.8 MM (2023-03-17) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 561-855-4742 |
| Address | 205 Worth Avenue Palm Beach, FL 33480-4618 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| WPM | 17,101.8 | 68.4 | |
| AON | 56,421.9 | 34.9 | |
| PGR | 67,509.2 | 31.5 | |
| IRDM | 4,792.0 | 30.0 | |
| FISV | 58,576.2 | 28.0 | |
| SCI | 10,867.1 | 27.2 | |
| V | 419,260.5 | 22.8 | |
| DHR | 183,136.1 | 22.7 | |
| AVTR | 19,298.9 | 22.4 | |
| ALSN | 3,753.5 | 19.1 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | Canisteo Fund LLC | 2012-02-23 | 117.4 | |
| Other | Greenfield Fund LP | 2012-02-23 | 24.4 | |
| Other | Greenhouse Associates LLC | 2012-02-23 | 84.8 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 41 | 335.6 |
| (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 | 3 | 226.7 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 48.6 |
| (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 | 47 | 610.8 |
| By Discretionary | ||
| Discretionary | 47 | 610.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 47 | 610.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.7 | |
| United States Persons | 606.1 | |
| Total | 47 | 610.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0000883511] |
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