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Dudley & Shanley, Inc.

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Client assets under management

$423,159,201

More info

Clients

45

100% high-net worth

Advisors

3

of 5 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

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Clients per advisor

15

Very Low

Average account size

$9,403,538

About

Dudley & Shanley provides discretionary portfolio management primarily to high net worth individuals, trusts, estates and charitable institutions and also manages three privately offered pooled investment vehicles organized as limited partnership/LLC structures. The firm additionally provides a limited non‑discretionary advisory and oversight service for a separate client relationship in which it does not implement trades.

The firm’s stated objective is long‑term capital appreciation with preservation of capital, achieved primarily through fundamental, in‑house research with an investment horizon generally around two years and diversified exposure to domestic and international equities, convertible securities, options, ETFs and, to a lesser extent, fixed income. Dudley & Shanley manages separately‑managed accounts on a discretionary basis while tailoring portfolio constraints to client objectives, and it may allocate client capital to outside hedge funds, venture capital or private equity vehicles when those investments complement its strategy.

What is notable in the brochure is that the firm also acts as sponsor, general partner or manager of the three private Funds it advises, including one vehicle limited to family members of the firm’s founders, and therefore holds ownership interests in those Funds; the firm discloses potential conflicts arising from these relationships and describes how fund investments generally overlap with separately‑managed account holdings, while two Funds retain some less liquid, privately‑offered positions. The firm reports approximately $747 million in discretionary assets under management across funds and accounts, a relatively large asset base for a small advisory team, and the Funds are audited annually with the firm deemed to have custody of Fund assets under the Custody Rule.

Client services

Portfolio management
General non-discretionary investment advice and limited oversight authority over client's investment managers.

Expertise

Active portfolio management Private / alternative investments

Fee options

Percentage

$0 - $5 million: 1.00% per annum $5 million - $15 million: 0.75% per annum $15 million+: 0.50% per annum

Other

Account minimum: $5 million Fee-only: Flat management fee for Funds ranging from 0.5% to 1.0% per annum

Main office location

Dudley & Shanley, Inc.

205 Worth Avenue, #311

Palm Beach FL 33480-4618, United States

Number of offices

3

Most active in

More info

Colorado · Florida · New Jersey

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 561-855-4742

Advisors at this firm

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user avatar

Henry D

Series 65

Durango, CO

Dudley & Shanley, Inc.

Henry Dudley is a Series 65-licensed financial advisor at Dudley & Shanley, Inc. in Durango, CO, with 14 years of industry experience. He has been with Dudley & Shanley since 2000. Outside of his advisory role, Dudley is a member of Open Shutter Gallery, LLC, a non-investment related entity. Dudley & Shanley provides discretionary portfolio management primarily to high-net-worth individuals, trusts, estates, and charitable institutions, managing both separately-managed accounts and privately offered pooled investment vehicles. The firm pursues long-term capital appreciation through fundamental, in-house research, focusing on concentrated portfolios of domestic and international equities, convertibles, options, ETFs, and some debt instruments.

Active portfolio management Private / alternative investments
user avatar

Gregory G

CFA®, Series 63, Series 65

Red Bank, NJ

Dudley & Shanley, Inc.

Gregory Greene is a CFA® charterholder with 10 years of industry experience, currently serving at Dudley & Shanley, Inc. since 2018. He also leads G.R. Greene & Company, LLC, a firm he has been involved with since 2015. Dudley & Shanley, Inc. provides discretionary portfolio management primarily to high-net-worth individuals, trusts, estates, and charitable institutions, managing concentrated portfolios focused on long-term capital appreciation through fundamental, in-house research across various asset classes. The firm also acts as a private fund adviser and sponsor, overseeing multiple privately offered investment vehicles with audited financials and a high assets-per-advisor ratio.

Active portfolio management Private / alternative investments
user avatar

Frank S

Series 65

Palm Beach, FL

Dudley & Shanley, Inc.

Frank Shanley is a Series 65-licensed financial advisor at Dudley & Shanley, Inc. with 14 years of industry experience. He has been with Dudley & Shanley, LLC since 1986. Dudley & Shanley provides discretionary portfolio management primarily to high-net-worth individuals, trusts, estates, and charitable institutions, and serves several privately offered pooled investment vehicles. The firm pursues long-term capital appreciation through fundamental, in-house research, managing concentrated portfolios across domestic and international equities, convertibles, options, ETFs, and some debt instruments.

Active portfolio management Private / alternative investments
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