Wellesley Asset Management Inc

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CAFR Data
Wellesley Asset Management Inc
CRD #116176
SEC #801-61288
CIK #
AUM $2.5 BB (98% Disc, 100% US, 2020-03-27)
Employees42 (62% Investors, 31% Brokers)
Phone781-416-4000
Address20 William Street
Wellesley, MA 02481
Source [IAPD] [Website]
Total AUM ($BB)
5.04.03.02.01.00.02001200720142021
Sector Issuer Cap ($MM) Value ($MM)
RCA -0.0 41.5
ANIP 387.4 1.3
Holdings by Sector ($)
0.10.10.10.00.00.02013201520172020
Type Private Fund Form D Sold ($MM) AUM ($MM)
HF Brenton Partners LP [2013-03-19] 87.8 214.7
View All
Fund Directors # Filings # Firms 2011 - 2020
Wellesley Investment Advisors Inc 1 1
Greg Miller 1 1
Darlene Murphy 1 1
Advisors Inc Wellesley Investment 1 1
Wellesley Asset Management Inc 1 1
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Copeland Capital Management LLC
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Skyview Investment Advisors LLC
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Strategic Fixed Income LLC
VA 2.4
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