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- Custodian
- BNY Mellon ยท JP Morgan
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-07-2011
- Office Locations
- 3
Office Locations
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.
Reported data analysis
What the numbers show
Between March 11, 2025 and March 5, 2026, reported AUM increased 4.7%, from $713.0M to $746.8M.
Across 5 reported observations, AUM increased 8.2% between March 16, 2022 and March 5, 2026, from $690.5M to $746.8M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 52 clients, or 17.3 clients per representative. That equates to $14.4M in reported AUM per client.
The profile lists 3 reported office locations and 15 years in operation. The source data was last updated on March 5, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
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The full Dudley & Shanley, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
GREGORY RICHARD GREENE
Chief Compliance Officer, SENIOR VICE PRESIDENT, TREASURER
- CRD
- #2164030
- Ownership
- 25% but less than 50%
FRANK EMMETT SHANLEY
Manager, President
- CRD
- #4339247
- Ownership
- 25% but less than 50%
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Unlock allAssets Under Management
| 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
SMA allocation detail is available
Dudley & Shanley, Inc. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Dudley & Shanley, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.