Investment adviser · CRD 127009

WELLESLEY ASSET MANAGEMENT, LLC

Investment adviser filing (IA)

· Form ADV filed Apr 26, 2012

Regulatory AUM
$54.1M
Form ADV · Item 5.F
Client accounts
47
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Apr 26, 2012. View historical filings

Reported services

Individual portfolio management

Compensation

Percentage of assets · Performance-based

Principal office

CRD 127009

Filing source

Form ADV 643290 · Apr 26, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.