Dudley & Shanley, Inc.
Firm details
- Headquarters
- Palm Beach, Florida
- CRD number
- 157515
- Registered since
- July 7, 2011
- Website
- dudleyco.com
- Custodians
- THE BANK OF NEW YORK MELLON, J.P. MORGAN SECURITIES INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI56.66%
- Pooled Investment Vehicles34.97%
- Charitable Organizations8.37%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Dudley & Shanley, Inc. is a corporation registered as an investment adviser since 2011 and owned by an individual. It is classified as an "other" fund provider rather than a traditional RIA that primarily markets to retail clients. Its client mix includes both individuals and families as well as institutional investors, and it charges both percentage-of-AUM and fixed fees. The firm provides portfolio management for individual and small-business clients and also manages pooled investment vehicles. Its activities include sponsoring or acting as a general partner/managing member of pooled vehicles and working with other investment advisers and fund sponsors. Dudley & Shanley does not identify as an active ESG investor and is not designated as a multi-state or newly formed adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities87%
- Cash & Cash Equivalents12%
- Other1%
Contacts
3 of 4Henry Dudley
Co-ManagerCRD 4339253

Christiane Mcnamara
Vice PresidentCRD 1567685

Gregory Greene
Senior Vice PresidentCRD 2164030
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Palm Beach, FL
Palm Beach
Location
Palm Beach, FL
Headquartered in Palm Beach, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Palm Beach
- Address
- 205 Worth Ave
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Segra Capital Management, LLC
RIAPalm Beach, FL
Hudson Value Partners, LLC
RIAPalm Beach, FL
Harvey Capital Management Inc
RIAPalm Beach, FL
Dock Street Asset Management Inc
RIAPalm Beach, FL
Harlan Capital Partners LLC
RIAPalm Beach, FL
Alpine Associates Management Inc.
RIAPalm Beach, FL