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Dudley & Shanley, Inc.

Dudley & Shanley, Inc.. CRD 157515

Dudley & Shanley, Inc. logo

CRD: 157515

Dudley & Shanley, Inc.

Palm Beach, FL, 33480
5618554742
dudleyco.com
$746.8M Total AUM
$746.8M Disc. AUM
7.1% 3Y CAGR
5 Employees
52 ADV. Clients
14 yrs Firm Age

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Firm Details

Custodian
BNY Mellon ยท JP Morgan
Clients
Retail and Institutional
Platforms
--
Established Date
07-07-2011
Office Locations
3

Office Locations

205 Worth Avenue #311 Palm Beach FL
54 Shrewsbury Avenue Suite C RED Bank NJ
-- Durango CO

About Dudley & Shanley, Inc.

Dudley & Shanley, Inc. is a Palm Beach, FL registered investment adviser serving retail and institutional clients. The firm emphasizes asset allocation and combines ETFs (a core vehicle in its SMAs), mutual funds, and pooled investment vehicles, with exposure across fixed income and alternatives such as hedge funds, private equity, and venture capital; it also provides insurance-related services. Custodies include BNY Mellon and J.P. Morgan.

Team overview

-- AVG AGE
$248.9M AVG AUM / ADVISOR
$14.4M AVG AUM / CLIENT
10.7 yrs AVG TENURE
5 Employees
3 Advisory Reps
3 RIA Reps
14yrs Firm Age

Insights

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Asset Classes

North crest Vertex frontier Zenith momentum Legacy

Client Personas

Peak eagle

Investment Themes

Crest signal

Investment Vehicles

Bridge unison Peak

Services

Alpha pioneer

Owner & Executives

G

GREGORY RICHARD GREENE

Chief Compliance Officer, SENIOR VICE PRESIDENT, TREASURER

CRD
#2164030
Ownership
25% but less than 50%
(718) 697-7537
value.vector@alphacapital.com
in linkedin.com/in/fusion-optima
F

FRANK EMMETT SHANLEY

Manager, President

CRD
#4339247
Ownership
25% but less than 50%
(492) 537-7885
delta.momentum@timbercapital.com
in linkedin.com/in/vertex-glacier
M

Meridian atlas

Wave timber zenith

CRD
#93853
Ownership
35.8%
(364) 562-2498
atlas.focus@foundationcapital.com
in linkedin.com/in/beacon-catalyst

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-16-2022
03-17-2023
03-13-2024
03-11-2025
03-05-2026
Category Assets AVG. Account size
Discretionary $746,831,687 $14,643,759
Non-Discretionary $0 --
Total $746,831,687 $14,643,759

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Separately Managed Accounts

Total SMA Asset: $485,694,400

$485.7M Total SMA
Equity - Exchange:
35.2%
Cash:
33.4%
Other:
31.4%
Asset class Assets Assets %
Equity - Exchange $1,589,272,317 35.2%
Cash $1,508,002,709 33.4%
Other $1,417,703,146 31.4%
Total $4,514,978,172 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
QUANTUM PIONEER SUMMIT FOCUS VERTEX 70KHA1MN0 KAIL 2.79% $112,964,434
FOCUS RIDGE OAK SUMMIT PEAK IHOBV6R0V XGNQT 0.61% $23,611,592
UNISON WAVE MOMENTUM FOCUS K0LM72DW6 RRH 1.20% $118,968,285
NORTH MERIDIAN UNISON MATRIX JHUH0KGW8 PNX 3.29% $68,307,035
PATHWAY ATLAS PATHWAY CAPITAL CAPITAL HZX3MFEND TNJOJ 9.97% $56,960,456
CREST VALUE HORIZON VECTOR FUSION U3HH1NRLV PUM 1.41% $11,492,524
ALPHA CAPITAL FOCUS HARBOR Z6YK7G1AM PCGNY 5.60% $44,917,437
MATRIX VERTEX CAPITAL VITAL 6KJSJZ2Q4 ZDIA 2.32% $102,802,195

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