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 ?
$3.12 bn
(as of 5 Dec 22)
Accounts
1,836
(as of 5 Dec 22)
Employees
37
(24 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
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
13F-HR
Quarterly holdings report by institutional manager
15 Nov 21
13F-HR
Quarterly holdings report by institutional manager
13 Aug 21
13F-HR
Quarterly holdings report by institutional manager
11 May 21
13F-HR/A
Quarterly holdings report by institutional manager (amended)
1 Mar 21
13F-HR
Quarterly holdings report by institutional manager
16 Feb 21
13F-HR
Quarterly holdings report by institutional manager
13 Nov 20