Investment adviser · CRD 132405
SHANLEY ASSET MANAGEMENT, INC.
Investment adviser filing (IA)
WESTLAKE VILLAGE, CA, United States · Form ADV filed May 24, 2012
- Regulatory AUM
- $39.2M Form ADV · Item 5.F
- Client accounts
- 31 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 24, 2012. View historical filings
Reported services
Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Performance-based
Principal office
340 N. WESTLAKE BLVD., SUITE 230WESTLAKE VILLAGE, CA, 91362, United States
CRD 132405
Filing source
Form ADV 649225 · May 24, 2012 · 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.