Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
Wellesley Investment Advisors
SEC CIK
IRS number
43154394
SEC advisor number
801-61288
FINRA CRD number
116176
AUM ?
$2.39 bn
(as of 30 Nov 23)
Accounts
1,814
(as of 30 Nov 23)
Employees
34
(18 investment advisory or research)
Address
Wellesley Asset Management
20 WILLIAM STREET
SUITE 310
WELLESLEY
MA 02481
20 WILLIAM STREET
SUITE 310
WELLESLEY
MA 02481
Phone
781-416-4000
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
9 Feb 24
13F-HR/A
Quarterly holdings report by institutional manager (amended)
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
10 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
15 Aug 22
13F-HR
Quarterly holdings report by institutional manager
16 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22