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Wellesley Asset Management Inc
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CRD # | 116176 |
SEC # | 801-61288 |
CIK # | 0001533551 |
AUM | $2.4 BB (2023-03-23) |
Employees | 34 (53% Investors, 21% Brokers) |
Phone | 781-416-4000 |
Address | 20 William Street Wellesley, MA 02481 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($BB) |
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Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
---|---|---|---|---|
HF | Brenton Partners II LP | [2021-02-26] | 15.1 | 35.4 |
HF | Brenton Partners LP | [2012-03-29] | 86.3 | 124.0 |
AUM Breakdown | Accounts | AUM ($BB) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 1,467 | 0.7 |
(b) Individuals (high net worth individuals) | 315 | 0.7 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 3 | 0.8 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 2 | 0.2 |
(g) Pension and profit sharing plans | 6 | 0.0 |
(h) Charitable organizations | 2 | 0.0 |
(i) State or municipal government entities | 1 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 2 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 16 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 1,814 | 2.4 |
By Discretionary | ||
Discretionary | 1,811 | 2.4 |
Non-Discretionary | 3 | 0.0 |
Total | 1,814 | 2.4 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 2.4 | |
Total | 1,814 | 2.4 |
Form D Directors | # Filings | # Firms | 2011 - 2024 |
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Greg Miller | 8 | ||
Wellesley Asset Management Inc | 3 | ||
Wellesley Investment Advisors Inc | 1 | ||
Darlene Murphy | 1 | ||
Advisors Inc Wellesley Investment | 1 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001533551] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Global Forest Partners LP
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|
NH | 4.1 |
Family Management Corporation
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|
NY | 3.2 |
True North Advisors LLC
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|
TX | 3.0 |
ANDA Asset Management Co Ltd
✚
|
1.7 | |
The Weil Company
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|
CA | 1.1 |
Howard Financial Services Ltd
✚
|
TX | 1.0 |
NexWave Capital Partners LLC
✚
|
NY | 1.0 |
New Vernon Advisers LP
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|
NJ | 0.8 |
Financial Management Professionals Inc
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|
TX | 0.8 |
Omnia Family Wealth LLC
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|
FL | 0.7 |