Dudley & Shanley, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Palm Beach, FL. Its latest Form ADV filing, dated March 5, 2026, reports $747M in regulatory assets under management, 5 employees, 2 offices, and 51 accounts.
Assets Under Management
$747M
Employees
5
Offices
2 offices
Total Clients
51
Primary office
PALM BEACH, FL
205 WORTH AVENUE, #311, PALM BEACH, FL, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 88.2% of total clients.
Top client categories% of clientsClients
1
HNWI
88.2%
45
2
Pooled Investment Vehicles
5.9%
3
3
Charitable
5.9%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$747Mas of March 5, 2026
Discretionary100.0%
$747M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$747M
Total Accounts51
10Y AUM Change+$148M (+24.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee10:1
10Y Employee Change+3 (+150.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.