Allocator Index · CRD 116176
WELLESLEY ASSET MANAGEMENT, INC.
Portsmouth, NH · 781-416-4000 · wellesleyassetmanagement.com
Fit score
72
- aum $250M-$3.0B+22
- any_private_fund+22
- hnw>=200+20
- employees 3-60+8
HNW clients
288
Other individuals
958
HNW assets
$487.1M
Total AUM
$1.99B
Employees
30
Private funds advised
Schedule D 7.B.(1). Real-estate funds first.
| Fund | Type | Gross asset value |
|---|---|---|
| BRENTON PARTNERS, L.P. | Hedge Fund | $137.7M |