Dudley & Shanley, Inc.

Overview

Dudley & Shanley, Inc. is a corporation that provides advisory services to both individual/family and institutional clients. The firm is registered with the SEC (registered in 2011) and bills clients using a mix of percentage-of-AUM and fixed fees. Its advisory scope includes portfolio management for individuals and small businesses as well as management of pooled investment vehicles; it also functions as an adviser/sponsor and managing member for pooled vehicles. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices