Investment adviser · CRD 157515

DUDLEY & SHANLEY, INC.

Investment adviser filing (IA)

PALM BEACH, FL, United States · Form ADV filed Mar 5, 2026

Regulatory AUM
$747M
Form ADV · Item 5.F
Client accounts
51
Accounts, not individual clients
Employees
5
Reported in this filing
Advisory professionals
3
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals45$423,159,20156.7%
Pooled investment vehicles3$261,137,28735.0%
Charities3$62,535,1998.4%
Filing source

Form ADV 2056894 · Mar 5, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

3 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

CANISTEO FUND, LLCOther Private Fund · Last reported Mar 5, 2026$132MGross asset value
Auditor COHNREZNICK LLP NEW YORK, New York, United States
Custodian THE BANK OF NEW YORK MELLON COMPANY JERSEY CITY, New Jersey, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

COHNREZNICK LLP
PCAOB 596

Fund details & source
Fund ID
805-6358144585
Reported beneficial owners
32
Minimum commitment
$1M

Form ADV 2056894 · Mar 5, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

GREENHOUSE ASSOCIATES, LLCOther Private Fund · Last reported Mar 5, 2026$107MGross asset value
Auditor COHNREZNICK LLP NEW YORK, New York, United States
Custodian THE BANK OF NEW YORK MELLON COMPANY JERSEY CITY, New Jersey, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

COHNREZNICK LLP
PCAOB 596

Fund details & source
Fund ID
805-6781887546
Reported beneficial owners
6
Minimum commitment
$0

Form ADV 2056894 · Mar 5, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

GREENFIELD FUND, LPOther Private Fund · Last reported Mar 5, 2026$22.5MGross asset value
Auditor COHNREZNICK LLP NEW YORK, New York, United States
Custodian THE BANK OF NEW YORK MELLON COMPANY JERSEY CITY, New Jersey, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

COHNREZNICK LLP
PCAOB 596

Fund details & source
Fund ID
805-4453325285
Reported beneficial owners
11
Minimum commitment
$500K

Form ADV 2056894 · Mar 5, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 5, 2026. View historical filings

Reported services

Individual portfolio management · Pooled investment vehicle management

Compensation

Percentage of assets · Fixed

Principal office

205 WORTH AVENUE, #311
PALM BEACH, FL, 33480-4618, United States

CRD 157515

Filing source

Form ADV 2056894 · Mar 5, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.