WELLESLEY ASSET MANAGEMENT, INC.
CRD #116176 SEC #801-61288 PORTSMOUTH, NH 781-416-4000
SEC Registered Private Funds
Total AUM
$2.1B
Discretionary
$2.1B
Employees
30
Clients
0
Accounts
1,478
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $2.1B | $2.1B | $3.7M | 30 | 0 |
| Mar 2025 | $2.1B | $2.1B | $3.7M | 30 | 0 |
| Jul 2024 | $2.1B | $2.1B | $3.3M | 30 | 0 |
| Mar 2024 | $2.1B | $2.1B | $3.3M | 30 | 0 |
| Nov 2023 | $2.4B | $2.4B | $2.4M | 34 | 0 |
| Nov 2023 | $2.4B | $2.4B | $2.4M | 34 | 0 |
| Oct 2023 | $2.4B | $2.4B | $2.4M | 34 | 0 |
| Apr 2023 | $2.4B | $2.4B | $2.4M | 34 | 0 |
| Apr 2023 | $2.4B | $2.4B | $2.4M | 34 | 0 |
| Mar 2023 | $2.4B | $2.4B | $2.4M | 34 | 0 |
| Dec 2022 | $3.1B | $3.1B | $2.1M | 37 | 0 |
| Dec 2022 | $3.1B | $3.1B | $2.1M | 37 | 0 |
| Sep 2022 | $3.1B | $3.1B | $2.1M | 37 | 0 |
| Apr 2022 | $3.1B | $3.1B | $2.1M | 37 | 0 |
| Mar 2022 | $3.1B | $3.1B | $2.1M | 37 | 0 |
| Nov 2021 | $2.8B | $2.8B | $2.4M | 41 | 0 |
| Sep 2021 | $2.8B | $2.8B | $2.4M | 41 | 0 |
| May 2021 | $2.8B | $2.8B | $2.4M | 41 | 0 |
| Mar 2021 | $2.8B | $2.8B | $2.4M | 41 | 0 |
| Feb 2021 | $2.5B | $2.5B | $0 | 39 | 0 |
| Jun 2020 | $2.5B | $2.5B | $0 | 39 | 0 |
| Jun 2020 | $2.5B | $2.5B | $0 | 39 | 0 |
| Jun 2020 | $2.5B | $2.5B | $0 | 39 | 0 |
| Mar 2020 | $2.5B | $2.5B | $0 | 39 | 0 |
| Jan 2020 | $2.4B | $2.4B | $0 | 42 | 0 |
| Oct 2019 | $2.4B | $2.4B | $0 | 42 | 0 |
| Jun 2019 | $2.4B | $2.4B | $0 | 42 | 0 |
| Apr 2019 | $2.4B | $2.4B | $0 | 42 | 0 |
| Apr 2019 | $2.4B | $2.4B | $0 | 42 | 0 |
| Mar 2019 | $2.4B | $2.4B | $0 | 42 | 0 |
| Jan 2019 | $2.8B | $2.8B | $0 | 41 | 0 |
| Mar 2018 | $2.8B | $2.8B | $0 | 41 | 0 |
| Sep 2017 | $2.6B | $2.6B | $0 | 37 | 1,800 |
| Mar 2017 | $2.6B | $2.6B | $0 | 37 | 1,800 |
| Aug 2016 | $2.3B | $2.3B | $2.1M | 37 | 1,900 |
| Aug 2016 | $2.3B | $2.3B | $2.1M | 37 | 1,900 |
| Mar 2016 | $2.3B | $2.3B | $2.1M | 37 | 1,900 |
| Mar 2015 | $2.4B | $2.4B | $0 | 32 | 1,970 |
| Apr 2014 | $2B | $2B | $1.3M | 30 | 1,800 |
| Mar 2014 | $2B | $2B | $1.3M | 30 | 1,800 |
| Feb 2014 | $2B | $2B | $1.2M | 24 | 700 |
| Aug 2013 | $1.5B | $1.5B | $847.9K | 24 | 700 |
| May 2013 | $1.3B | $1.3B | $779.6K | 24 | 700 |
| Mar 2013 | $1.3B | $1.3B | $779.6K | 24 | 700 |
| Jan 2013 | $1.1B | $1.1B | $725K | 22 | 700 |
| Mar 2012 | $1.1B | $1.1B | $725K | 11 | 700 |
| Dec 2011 | $1B | $999.2M | $917.7K | 11 | 700 |
| Aug 2011 | $1B | $999.2M | $917.7K | -- | -- |
| Jun 2011 | $1B | $999.2M | $917.7K | -- | -- |
| Apr 2011 | $1B | $999.2M | $917.7K | -- | -- |
| Apr 2011 | $1B | $999.2M | $917.7K | -- | -- |
| Mar 2011 | $1B | $999.2M | $917.7K | -- | -- |
| Mar 2011 | $715.2M | $714.4M | $871.4K | -- | -- |
| Oct 2010 | $523.8M | $523.8M | $0 | -- | -- |
| Sep 2010 | $419.4M | $419.4M | $0 | -- | -- |
| Sep 2010 | $419.4M | $419.4M | $0 | -- | -- |
| Aug 2010 | $419.4M | $419.4M | $0 | -- | -- |
| Jun 2010 | $419.4M | $419.4M | $0 | -- | -- |
| Mar 2010 | $330.5M | $329.7M | $733.7K | -- | -- |
| Jan 2010 | $330.5M | $329.7M | $733.7K | -- | -- |
| Oct 2009 | $261.2M | $260.5M | $703.8K | -- | -- |
| Mar 2009 | $126.1M | $125.6M | $538.5K | -- | -- |
| Jan 2008 | $123.3M | $114.2M | $9.1M | -- | -- |
| Mar 2007 | $110M | $101.4M | $8.6M | -- | -- |
| Mar 2007 | $102.8M | $94.7M | $8.1M | 10 | -- |
| Mar 2006 | $90.2M | $90.2M | $0 | 10 | -- |
| Jan 2006 | $126.5M | $126.5M | $0 | 10 | -- |
| May 2004 | $122.7M | $122.7M | $0 | 10 | -- |
| Jan 2004 | $115.7M | $115.7M | $0 | 10 | -- |
| Dec 2003 | $115.7M | $115.7M | $0 | 10 | -- |
DateOct 2025
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$3.7M
Employees30
Clients0
DateMar 2025
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$3.7M
Employees30
Clients0
DateJul 2024
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$3.3M
Employees30
Clients0
DateMar 2024
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$3.3M
Employees30
Clients0
DateNov 2023
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$2.4M
Employees34
Clients0
DateNov 2023
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$2.4M
Employees34
Clients0
DateOct 2023
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$2.4M
Employees34
Clients0
DateApr 2023
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$2.4M
Employees34
Clients0
DateApr 2023
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$2.4M
Employees34
Clients0
DateMar 2023
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$2.4M
Employees34
Clients0
DateDec 2022
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$2.1M
Employees37
Clients0
DateDec 2022
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$2.1M
Employees37
Clients0
DateSep 2022
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$2.1M
Employees37
Clients0
DateApr 2022
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$2.1M
Employees37
Clients0
DateMar 2022
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$2.1M
Employees37
Clients0
DateNov 2021
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$2.4M
Employees41
Clients0
DateSep 2021
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$2.4M
Employees41
Clients0
DateMay 2021
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$2.4M
Employees41
Clients0
DateMar 2021
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$2.4M
Employees41
Clients0
DateFeb 2021
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees39
Clients0
DateJun 2020
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees39
Clients0
DateJun 2020
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees39
Clients0
DateJun 2020
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees39
Clients0
DateMar 2020
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees39
Clients0
DateJan 2020
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees42
Clients0
DateOct 2019
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees42
Clients0
DateJun 2019
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees42
Clients0
DateApr 2019
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees42
Clients0
DateApr 2019
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees42
Clients0
DateMar 2019
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees42
Clients0
DateJan 2019
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees41
Clients0
DateMar 2018
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees41
Clients0
DateSep 2017
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees37
Clients1,800
DateMar 2017
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees37
Clients1,800
DateAug 2016
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$2.1M
Employees37
Clients1,900
DateAug 2016
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$2.1M
Employees37
Clients1,900
DateMar 2016
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$2.1M
Employees37
Clients1,900
DateMar 2015
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees32
Clients1,970
DateApr 2014
Total AUM$2B
Discretionary$2B
Non-Disc.$1.3M
Employees30
Clients1,800
DateMar 2014
Total AUM$2B
Discretionary$2B
Non-Disc.$1.3M
Employees30
Clients1,800
DateFeb 2014
Total AUM$2B
Discretionary$2B
Non-Disc.$1.2M
Employees24
Clients700
DateAug 2013
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$847.9K
Employees24
Clients700
DateMay 2013
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$779.6K
Employees24
Clients700
DateMar 2013
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$779.6K
Employees24
Clients700
DateJan 2013
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$725K
Employees22
Clients700
DateMar 2012
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$725K
Employees11
Clients700
DateDec 2011
Total AUM$1B
Discretionary$999.2M
Non-Disc.$917.7K
Employees11
Clients700
DateAug 2011
Total AUM$1B
Discretionary$999.2M
Non-Disc.$917.7K
Employees--
Clients--
DateJun 2011
Total AUM$1B
Discretionary$999.2M
Non-Disc.$917.7K
Employees--
Clients--
DateApr 2011
Total AUM$1B
Discretionary$999.2M
Non-Disc.$917.7K
Employees--
Clients--
DateApr 2011
Total AUM$1B
Discretionary$999.2M
Non-Disc.$917.7K
Employees--
Clients--
DateMar 2011
Total AUM$1B
Discretionary$999.2M
Non-Disc.$917.7K
Employees--
Clients--
DateMar 2011
Total AUM$715.2M
Discretionary$714.4M
Non-Disc.$871.4K
Employees--
Clients--
DateOct 2010
Total AUM$523.8M
Discretionary$523.8M
Non-Disc.$0
Employees--
Clients--
DateSep 2010
Total AUM$419.4M
Discretionary$419.4M
Non-Disc.$0
Employees--
Clients--
DateSep 2010
Total AUM$419.4M
Discretionary$419.4M
Non-Disc.$0
Employees--
Clients--
DateAug 2010
Total AUM$419.4M
Discretionary$419.4M
Non-Disc.$0
Employees--
Clients--
DateJun 2010
Total AUM$419.4M
Discretionary$419.4M
Non-Disc.$0
Employees--
Clients--
DateMar 2010
Total AUM$330.5M
Discretionary$329.7M
Non-Disc.$733.7K
Employees--
Clients--
DateJan 2010
Total AUM$330.5M
Discretionary$329.7M
Non-Disc.$733.7K
Employees--
Clients--
DateOct 2009
Total AUM$261.2M
Discretionary$260.5M
Non-Disc.$703.8K
Employees--
Clients--
DateMar 2009
Total AUM$126.1M
Discretionary$125.6M
Non-Disc.$538.5K
Employees--
Clients--
DateJan 2008
Total AUM$123.3M
Discretionary$114.2M
Non-Disc.$9.1M
Employees--
Clients--
DateMar 2007
Total AUM$110M
Discretionary$101.4M
Non-Disc.$8.6M
Employees--
Clients--
DateMar 2007
Total AUM$102.8M
Discretionary$94.7M
Non-Disc.$8.1M
Employees10
Clients--
DateMar 2006
Total AUM$90.2M
Discretionary$90.2M
Non-Disc.$0
Employees10
Clients--
DateJan 2006
Total AUM$126.5M
Discretionary$126.5M
Non-Disc.$0
Employees10
Clients--
DateMay 2004
Total AUM$122.7M
Discretionary$122.7M
Non-Disc.$0
Employees10
Clients--
DateJan 2004
Total AUM$115.7M
Discretionary$115.7M
Non-Disc.$0
Employees10
Clients--
DateDec 2003
Total AUM$115.7M
Discretionary$115.7M
Non-Disc.$0
Employees10
Clients--