| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Brenton Partners, L.P. | Hedge | $115.9M | — |
| Brenton Partners II, L.P. | Hedge | — | — |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Darlene Marie Murphy | Owner/Shareholder | 5-10% | 2019 |
| Dawn Marie Baillie Control | Chief Compliance Officer | Under 5% | 2021 |
| Greg Miller Control | Founder, Trustee Of The Greg Miller Trust | Under 5% | 1991 |
Wellesley Asset Management, Inc. reports $2.1 billion in regulatory assets under management on its Form ADV.
Wellesley Asset Management, Inc. manages 2 private funds with combined gross assets of $115.9 million.
Wellesley Asset Management, Inc. reports 30 employees.
Wellesley Asset Management, Inc. is based in Portsmouth, NH and has been SEC-registered since 2002.
Wellesley Asset Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 100 Market Street, Suite 203, Portsmouth, NH 03801 |
| Phone | 781-416-4000 |
| Office hours | 9:00 - 5:00 |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1533551 |
| Discloses disciplinary history | Yes |
| Discretionary | $2.06B |
| Non-discretionary | $3.7M |
| Total (RAUM) | $2.06B |