Dudley & Shanley Inc

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Assets, Funds, Holdings

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Dudley & Shanley Inc
CRD #157515
SEC #801-72572
CIK #0000883511
AUM $659.9 MM (2024-03-13)
Employees 5 (60% Investors, 0% Brokers)
Phone561-855-4742
Address205 Worth Avenue
Palm Beach, FL 33480-4618
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
80064048032016002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
WPM 17,101.8 74.9
FI 30.4
APH 38,646.8 29.4
AON 56,421.9 28.9
ADI 77,186.0 28.0
DHR 183,136.1 27.3
SCI 10,867.1 27.1
RYAN 4,208.0 26.8
V 419,260.5 25.6
ECL 43,790.9 25.1
View All
Holdings by Sector ($MM)
70056042028014002013201720212025
Type Form D Funds Date Sold ($MM) AUM ($MM)
Other Canisteo Fund LLC 2012-02-23 129.4
Other Greenfield Fund LP 2012-02-23 19.8
Other Greenhouse Associates LLC 2012-02-23 93.4
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 41 362.8
(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 3 242.6
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 3 54.5
(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 47 659.9
By Discretionary
Discretionary 47 659.9
Non-Discretionary 0 0.0
Total 47 659.9
By Non-United States Persons
Non-United States Persons 5.6
United States Persons 654.3
Total 47 659.9
EDGAR Form CIK 2011 - 2024
13F-HR [0000883511]
Comparable Firms State AUM ($BB)
Deltec Asset Management LLC
NY 0.7
Chesapeake Asset Management LLC
NY 0.7
Alden Capital Management Inc
PA 0.7
Drake Capital Advisors LLC
CT 0.7
Night Owl Capital Management LLC
CT 0.7
Frontier Global Partners LLC
CA 0.7
AtlasMark Financial Inc
TX 0.6
Fort Sheridan Advisors LLC
IL 0.6
Knightsbridge Asset Management LLC
CA 0.6
Synergy Fund Management Group Limited
0.6
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