Wellesley Asset Management, Inc.
● SEC registered since 2002CRD 116176SEC# 801-61288Portsmouth, NH
Ranks #2,192 of 6,030 private fund managers by regulatory AUM.
Reg. AUM
$1.99B
Fund GAV
$137.7M
Private funds
1
Employees
30
Accounts
1,956
Location
Portsmouth, NH
Wellesley Asset Management, Inc. assets under management
Wellesley Asset Management, Inc. is an SEC-registered investment adviser based in Portsmouth, NH. The firm has been registered since 2002. It reports $2 billion in regulatory assets under management and employs 30 people. Wellesley Asset Management, Inc. manages 1 private fund with combined gross assets of $137.7 million, including Brenton Partners, L.P. By regulatory assets, it ranks 2,192 of 6,030 private fund managers.
Wellesley Asset Management, Inc. private funds
1 funds · $137.7M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Brenton Partners, L.P. | Hedge | $137.7M | — |
Wellesley Asset Management, Inc. owners & executives
15 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Darlene Marie Murphy | Owner / Shareholder | 5-10% | 2019 |
| David Brian Clott Control | Chief Investment Officer | Under 5% | 2025 |
| Dawn Marie Baillie Control | President | Under 5% | 2025 |
| Dennis P. Godin Control | Chief Operating Officer | Under 5% | 2025 |
| Greg Miller Control | Founder | Under 5% | 1991 |
| James Peter Mulhern Control | Co-Trustee Of The Michael Miller Irrevocable Trust Of 2025 / Trustee Of The Michael Miller Irrevocable Trust Of 2020 | Under 5% | 2025 |
| James William Buckham Control | Senior Portfolio Manager | Under 5% | 2025 |
| Maureen Patricia Hernberg | Trustee Of The Darlene M. Murphy Trust - 2011 | Under 5% | 2014 |
| Michael David Miller Control | Chief Executive Officer / Co-Trustee Of The Michael Miller Irrevocable Trust Of 2025 | Under 5% | 2019 |
| Samuel Sloan Johnson | Trustee Of The Michael David Miller Trust - 2011 | Under 5% | 2014 |
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Join to unlock · $37/moFrequently asked questions
How much does Wellesley Asset Management, Inc. manage?
Wellesley Asset Management, Inc. reports $2 billion in regulatory assets under management on its Form ADV.
How many private funds does Wellesley Asset Management, Inc. manage?
Wellesley Asset Management, Inc. manages 1 private funds with combined gross assets of $137.7 million.
How many employees does Wellesley Asset Management, Inc. have?
Wellesley Asset Management, Inc. reports 30 employees.
Where is Wellesley Asset Management, Inc. located?
Wellesley Asset Management, Inc. is based in Portsmouth, NH and has been SEC-registered since 2002.
Does Wellesley Asset Management, Inc. disclose fund performance?
Wellesley Asset Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$1.99B▼ 4%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 22%
Larger than 78% of 16,306 advisers
AUM vs fund managersTop 36%
Larger than 64% of 6,030 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 18%
More than 82% of 16,824 advisers
Assets under management
$1.99Bregulatory AUM
Discretionary $1.99BNon-discretionary $5.6M
Service providers
Auditor
Prime broker
Administrator