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Dudley & Shanley Inc
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CRD # | 157515 |
SEC # | 801-72572 |
CIK # | 0000883511 |
AUM | $659.9 MM (2024-03-13) |
Employees | 5 (60% Investors, 0% Brokers) |
Phone | 561-855-4742 |
Address | 205 Worth Avenue Palm Beach, FL 33480-4618 |
Source | [IAPD] [EDGAR] [Website] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
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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 ($MM) |
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Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
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Other | Canisteo Fund LLC | 2012-02-23 | 129.4 | |
Other | Greenfield Fund LP | 2012-02-23 | 19.8 | |
Other | Greenhouse Associates LLC | 2012-02-23 | 93.4 |
AUM Breakdown | Accounts | AUM ($MM) |
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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 |
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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
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|
IL | 0.6 |
Knightsbridge Asset Management LLC
✚
|
CA | 0.6 |
Synergy Fund Management Group Limited
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|
0.6 |