RIA Intel›Advisers›New Hampshire›WELLESLEY ASSET MANAGEMENT, INC.

WELLESLEY ASSET MANAGEMENT, INC.

Advisory

N·PORTSMOUTH, NH

Data as of Jan 2, 2026 · Source: SEC Form ADV

Total AUM

$2.1B

1-Year AUM Growth

-1.9%

3-Year CAGR

-12.8%

Employees

15

Assets Under Management

Total AUM$2.1B

Discretionary AUM$2.1B

Non-Discretionary AUM$4M

Discretionary %99.8%

Total Clients1,478

Team

Total Employees15

Investment Advisers30

Employee Growth (1Y)-11.1%

Private Funds

Number of Private Funds2

🔒 Fund-level details including strategies, gross assets, and individual fund records

Filing History

Total Filings on Record85

First FilingJun 21, 2002

Latest FilingJan 2, 2026

🔒 Full AUM trend chart and 85 historical filings spanning 24+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on WELLESLEY ASSET MANAGEMENT, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.