Wellesley Asset Management Inc

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Assets, Funds, Holdings

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Wellesley Asset Management Inc
CRD #116176
SEC #801-61288
CIK #
AUM $2.4 BB (100% Disc, 100% US)
Employees42 (62% Investors, 31% Brokers)
Phone781-416-4000
Address20 William Street
Wellesley, MA 02481
Links IAPDexternal Websiteexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
Holdings by Sector ($BB)
Type Private Fund Form D Sold ($MM) AUM ($MM)
HF Brenton Partners LP 2013-03-19external
74.8
214.7
View All
Fund Directors # Filings # Firms
Wellesley Asset Management Inc 3 1
Advisors Inc Wellesley Investment 2 1
Wellesley Investment Advisors Inc 2 1
Greg Miller 1 1
Darlene Murphy 1 1
Comparable Firms State AUM ($BB)
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McGlinn Capital Management Inc
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Gordian Capital Singapore Private Limited
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Third Avenue Management LLC
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Merriman Wealth Management LLC
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2.4
Skyview Investment Advisors LLC
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2.4
Seizert Capital Partners LLC
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2.4
Ladenburg Thalmann Asset Management Inc
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2.3
Miller Value Partners LLC
MD
2.3
Zazove Associates LLC
IL
2.3