RIA Intel›Advisers›Massachusetts›WELLESLEY INVESTMENT PARTNERS, LLC

WELLESLEY INVESTMENT PARTNERS, LLC

Advisory

N·WELLESLEY, MA

Data as of Jun 24, 2020 · Source: SEC Form ADV

Total AUM

$420M

1-Year AUM Growth

+2.3%

3-Year CAGR

+11.1%

Employees

7

Assets Under Management

Total AUM$420M

Discretionary AUM$389M

Non-Discretionary AUM$31M

Discretionary %92.7%

Total Clients—

Team

Total Employees7

Investment Advisers9

Employee Growth (1Y)—

Filing History

Total Filings on Record40

First FilingSep 6, 2007

Latest FilingJun 24, 2020

🔒 Full AUM trend chart and 40 historical filings spanning 13+ 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 INVESTMENT PARTNERS, LLC

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