WELLESLEY INVESTMENT PARTNERS, LLC
CRD #144984 SEC #801-68361 WELLESLEY, MA 781-431-1325
SEC Registered
Total AUM
$419.5M
Discretionary
$389M
Employees
9
Clients
26
Accounts
617
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 10, 2020
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BAILLIE, DAWN, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BAILLIE, DAWN, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| BAILLIE, DAWN, MARIE | I | DIRECTOR OF OPERATIONS | NA | |
| BAILLIE, DAWN, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BAILLIE, DAWN, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BAILLIE, DAWN, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BAILLIE, DAWN, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| BAILLIE, DAWN, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BAILLIE, DAWN, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| BAILLIE, DAWN, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BAILLIE, DAWN, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BAILLIE, DAWN, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BAILLIE, DAWN, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BAILLIE, DAWN, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BAILLIE, DAWN, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BIEBEL, JOHN, H | I | DIRECTOR, WEALTH ADVISOR | NA | |
| BIEBEL, JOHN, H | I | DIRECTOR, WEALTH ADVISOR | NA | |
| BIEBEL, JOHN, H | I | DIRECTOR, WEALTH ADVISOR | NA | |
| BIEBEL, JOHN, H | I | DIRECTOR, WEALTH ADVISOR | NA | |
| BIEBEL, JOHN, H | I | DIRECTOR, WEALTH ADVISOR | NA | |
| BIEBEL, JOHN, H | I | DIRECTOR, WEALTH ADVISOR | NA | |
| BIEBEL, JOHN, H | I | DIRECTOR, WEALTH ADVISOR | NA | |
| BLACK, SUSAN | I | CHIEF PLANNING OFFICER | NA | Control |
| BLACK, SUSAN | I | CHIEF PLANNING OFFICER | NA | Control |
| BLACK, SUSAN | I | CHIEF PLANNING OFFICER | NA | Control |
| CADIGAN, WILLIAM, JOSEPH | I | PRESIDENT | NA | Control |
| CADIGAN, WILLIAM, JOSEPH | I | PRESIDENT | NA | Control |
| CADIGAN, WILLIAM, JOSEPH | I | PRESIDENT | NA | Control |
| CADIGAN, WILLIAM, JOSEPH | I | PRESIDENT | NA | Control |
| CADIGAN, WILLIAM, JOSEPH | I | PRESIDENT | NA | Control |
| CADIGAN, WILLIAM, JOSEPH | I | PRESIDENT | NA | Control |
| CADIGAN, WILLIAM, JOSEPH | I | PRESIDENT | NA | Control |
| CROSIER, LOUIS, PYLE | I | PRESIDENT | NA | Control |
| CROSIER, LOUIS, PYLE | I | INTERIM CHIEF INVESTMENT OFFICER | NA | Control |
| CROSIER, LOUIS, PYLE | I | PRESIDENT | NA | Control |
| CROSIER, LOUIS, PYLE | I | PRESIDENT | NA | Control |
| CROSIER, LOUIS, PYLE | I | PRESIDENT | NA | Control |
| CROSIER, LOUIS, PYLE | I | PRESIDENT | NA | Control |
| CROSIER, LOUIS, PYLE | I | PRESIDENT | NA | Control |
| CROSIER, LOUIS, PYLE | I | PRESIDENT | NA | Control |
| CROSIER, LOUIS, PYLE | I | PRESIDENT | NA | Control |
| CROSIER, LOUIS, PYLE | I | PRESIDENT | NA | Control |
| CROSIER, LOUIS, PYLE | I | PRESIDENT | NA | Control |
| CROSIER, LOUIS, PYLE | I | PRESIDENT | NA | Control |
| CROSIER, LOUIS, PYLE | I | PRESIDENT | NA | Control |
| CROSIER, LOUIS, PYLE | I | PRESIDENT | NA | Control |
| CROSIER, LOUIS, PYLE | I | PRESIDENT | NA | Control |
| CROSIER, LOUIS, PYLE | I | PRESIDENT | NA | Control |
| CROSIER, LOUIS, PYLE | I | PRESIDENT | NA | Control |
| CROSIER, LOUIS, PYLE | I | PRESIDENT | NA | Control |
| CROSIER, LOUIS, PYLE | I | PRESIDENT | NA | Control |
| CROSIER, LOUIS, PYLE | I | PRESIDENT | NA | Control |
| CROSIER, LOUIS, PYLE | I | PRESIDENT | NA | Control |
| CROSIER, LOUIS, PYLE | I | PRESIDENT | NA | Control |
| CROSIER, LOUIS, PYLE | I | PRESIDENT | NA | Control |
| CROSIER, LOUIS, PYLE | I | PRESIDENT | NA | Control |
| CROSIER, LOUIS, PYLE | I | PRESIDENT | NA | Control |
| FONTAINE, THOMAS, JOSEPH | I | PRESIDENT | NA | Control |
| FONTAINE, THOMAS, JOSEPH | I | PRESIDENT | NA | Control |
| FONTAINE, THOMAS, JOSEPH | I | PRESIDENT | NA | Control |
| FONTAINE, THOMAS, JOSEPH | I | PRESIDENT | NA | Control |
| FONTAINE, THOMAS, JOSEPH | I | PRESIDENT | NA | Control |
| FONTAINE, THOMAS, JOSEPH | I | PRESIDENT | NA | Control |
| FONTAINE, THOMAS, JOSEPH | I | PRESIDENT | NA | Control |
| FONTAINE, THOMAS, JOSEPH | I | CHAIRMAN OF THE BOARD | NA | Control |
| FONTAINE, THOMAS, JOSEPH | I | CHAIRMAN OF THE BOARD | NA | Control |
| FONTAINE, THOMAS, JOSEPH | I | CHAIRMAN OF THE BOARD | NA | Control |
| FONTAINE, THOMAS, JOSEPH | I | CHAIRMAN OF THE BOARD | NA | Control |
| FONTAINE, THOMAS, JOSEPH | I | CHAIRMAN OF THE BOARD | NA | Control |
| Fung, Michael, Y | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Fung, Michael, Y | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Fung, Michael, Y | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Fung, Michael, Y | I | CHIEF INVESTMENT OFFICER | NA | Control |
| GAFFNEY, CHRISTOPHER, KARL | I | VICE PRESIDENT-FINANCIAL ADVISOR | NA | Control |
| GAFFNEY, CHRISTOPHER, KARL | I | VICE PRESIDENT-FINANCIAL ADVISOR | NA | Control |
| GAFFNEY, CHRISTOPHER, KARL | I | VICE PRESIDENT-FINANCIAL ADVISOR | NA | Control |
| GAFFNEY, CHRISTOPHER, KARL | I | VICE PRESIDENT-FINANCIAL ADVISOR | NA | Control |
| GAFFNEY, CHRISTOPHER, KARL | I | VICE PRESIDENT-FINANCIAL ADVISOR | NA | Control |
| GAFFNEY, CHRISTOPHER, KARL | I | VICE PRESIDENT-FINANCIAL ADVISOR | NA | Control |
| GAFFNEY, CHRISTOPHER, KARL | I | VICE PRESIDENT-FINANCIAL ADVISOR | NA | Control |
| GAILUN, TREVOR, SCOTT | I | DIRECTOR OF RESEARCH AND TRADING | NA | |
| GAILUN, TREVOR, SCOTT | I | DIRECTOR OF RESEARCH AND TRADING | NA | |
| GAILUN, TREVOR, SCOTT | I | DIRECTOR OF RESEARCH AND TRADING | NA | |
| GAILUN, TREVOR, SCOTT | I | DIRECTOR OF RESEARCH AND TRADING | NA | |
| GAILUN, TREVOR, SCOTT | I | DIRECTOR OF RESEARCH AND TRADING | NA | |
| GAILUN, TREVOR, SCOTT | I | DIRECTOR OF RESEARCH AND TRADING | NA | |
| GAILUN, TREVOR, SCOTT | I | DIRECTOR OF RESEARCH AND TRADING | NA | |
| GAILUN, TREVOR, SCOTT | I | DIRECTOR OF RESEARCH AND TRADING | NA | |
| GAILUN, TREVOR, SCOTT | I | DIRECTOR OF RESEARCH AND TRADING | NA | |
| GAILUN, TREVOR, SCOTT | I | DIRECTOR OF RESEARCH AND TRADING | NA | |
| GAILUN, TREVOR, SCOTT | I | DIRECTOR OF RESEARCH AND TRADING | NA | |
| GAILUN, TREVOR, SCOTT | I | DIRECTOR OF RESEARCH AND TRADING | NA | |
| GAILUN, TREVOR, SCOTT | I | DIRECTOR OF RESEARCH AND TRADING | NA | |
| GAILUN, TREVOR, SCOTT | I | DIRECTOR OF RESEARCH AND TRADING | NA | |
| GAILUN, TREVOR, SCOTT | I | DIRECTOR OF RESEARCH AND TRADING | NA | |
| GLENN, JEREMY, S | I | DIRECTOR OF OPERATIONS | NA | Control |
| GLENN, JEREMY, S | I | DIRECTOR OF OPERATIONS | NA | Control |
| GLENN, JEREMY, S | I | DIRECTOR OF OPERATIONS | NA | Control |
| GLENN, JEREMY, S | I | DIRECTOR OF OPERATIONS | NA | Control |
| GLENN, JEREMY, S | I | DIRECTOR OF OPERATIONS | NA | Control |
| GLENN, JEREMY, S | I | CHIEF OPERATING OFFICER | NA | Control |
| GLENN, JEREMY, S | I | CHIEF OPERATING OFFICER | NA | Control |
| GLENN, JEREMY, S | I | CHIEF OPERATING OFFICER | NA | Control |
| GLENN, JEREMY, S | I | CHIEF OPERATING OFFICER | NA | Control |
| GLENN, JEREMY, S | I | CHIEF OPERATING OFFICER | NA | Control |
| GLENN, JEREMY, S | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | NA | Control |
| GLENN, JEREMY, S | I | CHIEF OPERATING OFFICER | NA | Control |
| GLENN, JEREMY, S | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | NA | Control |
| GLENN, JEREMY, SCOTT | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | NA | Control |
| GLENN, JEREMY, SCOTT | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | NA | Control |
| GLENN, JEREMY, SCOTT | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | NA | Control |
| GLENN, JEREMY, SCOTT | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | NA | Control |
| GLENN, JEREMY, SCOTT | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | NA | Control |
| GLENN, JEREMY, SCOTT | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | NA | Control |
| GLENN, JEREMY, SCOTT | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | NA | Control |
| GLENN, JEREMY, SCOTT | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | NA | Control |
| JOHNSON, MATTHEW, WOOD | I | DIRECTOR, WEALTH ADVISOR | NA | |
| JOHNSON, MATTHEW, WOOD | I | DIRECTOR, WEALTH ADVISOR | NA | |
| JOHNSON, MATTHEW, WOOD | I | DIRECTOR, WEALTH ADVISOR | NA | |
| JOHNSON, MATTHEW, WOOD | I | DIRECTOR, WEALTH ADVISOR | NA | |
| JOHNSON, MATTHEW, WOOD | I | DIRECTOR, WEALTH ADVISOR | NA | |
| MAHONEY, MARY BETH | I | MANAGING DIRECTOR | NA | Control |
| MAHONEY, MARY BETH | I | MANAGING DIRECTOR | NA | Control |
| MAHONEY, MARY BETH | I | MANAGING DIRECTOR | NA | Control |
| MAHONEY, MARY BETH | I | MANAGING DIRECTOR | NA | Control |
| MAHONEY, MARY BETH | I | MANAGING DIRECTOR | NA | Control |
| MAHONEY, MARY BETH | I | SENIOR MANAGING DIRECTOR | NA | Control |
| MAHONEY, MARY BETH | I | SENIOR MANAGING DIRECTOR | NA | Control |
| MAHONEY, MARY BETH | I | SENIOR MANAGING DIRECTOR | NA | Control |
| MAHONEY, MARY, BETH | I | DIRECTOR, WEALTH ADVISOR | NA | |
| MAHONEY, MARY, BETH | I | DIRECTOR, WEALTH ADVISOR | NA | |
| MAHONEY, MARY, BETH | I | DIRECTOR, WEALTH ADVISOR | NA | |
| MAHONEY, MARY, BETH | I | DIRECTOR, WEALTH ADVISOR | NA | |
| MAHONEY, MARY, BETH | I | DIRECTOR, WEALTH ADVISOR | NA | |
| MAHONEY, MARYBETH | I | MANAGING DIRECTOR | NA | Control |
| MCMAHON, WILLIAM, PATRICK | I | CHIEF OPERATING OFFICER | NA | Control |
| MCMAHON, WILLIAM, PATRICK | I | CHIEF OPERATING OFFICER | NA | Control |
| MCMAHON, WILLIAM, PATRICK | I | CHIEF OPERATING OFFICER | NA | Control |
| MUELLER, GERALD, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MUELLER, GERALD, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MUELLER, GERALD, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OBERG, JEFFREY, A | I | SENIOR MANAGING DIRECTOR | NA | Control |
| OBERG, JEFFREY, A | I | SENIOR MANAGING DIRECTOR | NA | Control |
| OBERG, JEFFREY, A | I | CHIEF OPERATING OFFICER | NA | Control |
| OBERG, JEFFREY, A | I | CHIEF OPERATING OFFICER | NA | Control |
| SILVER, EDWIN, GERARD | I | CHAIRMAN | NA | Control |
| SILVER, EDWIN, GERARD | I | CHAIRMAN | NA | Control |
| SILVER, EDWIN, GERARD | I | CHAIRMAN | NA | Control |
| SILVER, EDWIN, GERARD | I | CHAIRMAN | NA | Control |
| SILVER, EDWIN, GERARD | I | CHAIRMAN | NA | Control |
| SILVER, EDWIN, GERARD | I | CHAIRMAN | NA | Control |
| SILVER, EDWIN, GERARD | I | CHAIRMAN | NA | Control |
| SIPLEY, RICHARD, ALFRED | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SIPLEY, RICHARD, ALFRED | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SIPLEY, RICHARD, ALFRED | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SIPLEY, RICHARD, ALFRED | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SIPLEY, RICHARD, ALFRED | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SIPLEY, RICHARD, ALFRED | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SIPLEY, RICHARD, ALFRED | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SIPLEY, RICHARD, ALFRED | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SIPLEY, RICHARD, ALFRED | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SIPLEY, RICHARD, ALFRED | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SIPLEY, RICHARD, ALFRED | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SIPLEY, RICHARD, ALFRED | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SIPLEY, RICHARD, ALFRED | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SIPLEY, RICHARD, ALFRED | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SIPLEY, RICHARD, ALFRED | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SIPLEY, RICHARD, ALFRED | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SIPLEY, RICHARD, ALFRED | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SIPLEY, RICHARD, ALFRED | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SIPLEY, RICHARD, ALFRED | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SMITH, JEFFREY, CHARLES | I | CHIEF INVESTMENT OFFICER | NA | |
| SMITH, JEFFREY, CHARLES | I | CHIEF OPERATING OFFICER | NA | |
| SMITH, JEFFREY, CHARLES | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, JEFFREY, CHARLES | I | CHIEF INVESTMENT OFFICER | NA | |
| SMITH, JEFFREY, CHARLES | I | CHIEF OPERATING OFFICER | NA | |
| SMITH, JEFFREY, CHARLES | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, JEFFREY, CHARLES | I | CHIEF INVESTMENT OFFICER | NA | |
| SMITH, JEFFREY, CHARLES | I | CHIEF OPERATING OFFICER | NA | |
| SMITH, JEFFREY, CHARLES | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, JEFFREY, CHARLES | I | CHIEF INVESTMENT OFFICER | NA | |
| SMITH, JEFFREY, CHARLES | I | CHIEF OPERATING OFFICER | NA | |
| SMITH, JEFFREY, CHARLES | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, JEFFREY, CHARLES | I | CHIEF INVESTMENT OFFICER | NA | |
| SMITH, JEFFREY, CHARLES | I | CHIEF OPERATING OFFICER | NA | |
| SMITH, JEFFREY, CHARLES | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, JEFFREY, CHARLES | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, JEFFREY, CHARLES | I | CHIEF INVESTMENT OFFICER | NA | |
| SMITH, JEFFREY, CHARLES | I | CHIEF OPERATING OFFICER | NA | |
| SMITH, JEFFREY, CHARLES | I | CHIEF INVESTMENT OFFICER | NA | |
| SMITH, JEFFREY, CHARLES | I | CHIEF OPERATING OFFICER | NA | |
| SMITH, JEFFREY, CHARLES | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, JEFFREY, CHARLES | I | CHIEF INVESTMENT OFFICER | NA | |
| SMITH, JEFFREY, CHARLES | I | CHIEF OPERATING OFFICER | NA | |
| SMITH, JEFFREY, CHARLES | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, JEFFREY, CHARLES | I | CHIEF INVESTMENT OFFICER | NA | |
| SMITH, JEFFREY, CHARLES | I | CHIEF OPERATING OFFICER | NA | |
| SMITH, JEFFREY, CHARLES | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, JEFFREY, CHARLES | I | CHIEF INVESTMENT OFFICER | NA | |
| SMITH, JEFFREY, CHARLES | I | CHIEF OPERATING OFFICER | NA | |
| SMITH, JEFFREY, CHARLES | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, JEFFREY, CHARLES | I | CHIEF INVESTMENT OFFICER | NA | |
| SMITH, JEFFREY, CHARLES | I | CHIEF OPERATING OFFICER | NA | |
| SMITH, JEFFREY, CHARLES | I | CHIEF COMPLIANCE OFFICER | NA | |
| THOMAS, GREGORY, NELSON | I | CHIEF INVESTMENT OFFICER | NA | Control |
| THOMAS, GREGORY, NELSON | I | CHIEF INVESTMENT OFFICER | NA | Control |
| THOMAS, GREGORY, NELSON | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WILLAUER, CHARLES, S | I | SENIOR MANAGING DIRECTOR | NA | |
| WILLAUER, CHARLES, S | I | SENIOR MANAGING DIRECTOR | NA | Control |
| WILLAUER, CHARLES, S | I | SENIOR MANAGING DIRECTOR | NA | Control |
| WILLAUER, CHARLES, S | I | SENIOR MANAGING DIRECTOR | NA | Control |
| WILLAUER, CHARLES, S | I | SENIOR MANAGING DIRECTOR | NA | Control |
| WILLAUER, CHARLES, SAVAGE | I | SENIOR MANAGING DIRECTOR | NA | Control |
| WILLAUER, CHARLES, SAVAGE | I | SENIOR MANAGING DIRECTOR | NA | Control |
| WILLAUER, CHARLES, SAVAGE | I | SENIOR MANAGING DIRECTOR | NA | Control |
| WILLAUER, CHARLES, SAVAGE | I | SENIOR MANAGING DIRECTOR | NA | Control |
| WILLAUER, CHARLES, SAVAGE | I | SENIOR MANAGING DIRECTOR | NA | Control |
| WILLAUER, CHARLES, SAVAGE | I | SENIOR MANAGING DIRECTOR | NA | Control |
| CAMBRIDGE TRUST COMPANY | DE | MANAGING MEMBER | E | Control |
| CAMBRIDGE TRUST COMPANY | DE | MANAGING MEMBER | E | Control |
| WELLESLEY BANCORP, INC. | DE | MANAGING MEMBER | E | Control |
| WELLESLEY BANCORP, INC. | DE | MANAGING MEMBER | E | Control |
| WELLESLEY BANK | DE | MANAGING MEMBER | E | Control |
| WELLESLEY BANK | DE | MANAGING MEMBER | E | Control |
| WELLESLEY BANK | DE | MANAGING MEMBER | E | Control |
| WELLESLEY BANK | DE | MANAGING MEMBER | E | Control |
| WELLESLEY BANK | DE | MANAGING MEMBER | E | Control |
| WELLESLEY BANK | DE | MANAGING MEMBER | E | Control |
| WELLESLEY BANK | DE | MANAGING MEMBER | E | Control |
| WELLESLEY BANK | DE | MANAGING MEMBER | E | Control |
| WELLESLEY BANK | DE | MANAGING MEMBER | E | Control |
| WELLESLEY BANK | DE | MANAGING MEMBER | E | Control |
| WELLESLEY BANK | DE | MANAGING MEMBER | E | Control |
| WELLESLEY BANK | DE | MANAGING MEMBER | E | Control |
| WELLESLEY BANK | DE | MANAGING MEMBER | E | Control |
| WELLESLEY BANK | DE | MANAGING MEMBER | E | Control |
| WELLESLEY BANK | DE | MANAGING MEMBER | E | Control |
| WELLESLEY BANK | DE | MANAGING MEMBER | E | Control |
| WELLESLEY BANK | DE | MANAGING MEMBER | E | Control |
| WELLESLEY BANK | DE | MANAGING MEMBER | E | Control |
| WELLESLEY BANK | DE | MANAGING MEMBER | E | Control |
| WELLESLEY BANK | DE | MANAGING MEMBER | E | Control |
| WELLESLEY BANK | DE | MANAGING MEMBER | E | Control |
| WELLESLEY BANK | DE | MANAGING MEMBER | E | Control |
| WELLESLEY BANK | DE | MANAGING MEMBER | E | Control |
| WELLESLEY BANK | DE | MANAGING MEMBER | E | Control |
| WELLESLEY BANK | DE | MANAGING MEMBER | E | Control |
| WELLESLEY BANK | DE | MANAGING MEMBER | E | Control |
| WELLESLEY BANK | DE | MANAGING MEMBER | E | Control |
| WELLESLEY BANK | DE | MANAGING MEMBER | E | Control |
| WELLESLEY BANK | DE | MANAGING MEMBER | E | Control |
| WELLESLEY BANK | DE | MANAGING MEMBER | E | Control |
| WELLESLEY BANK | DE | MANAGING MEMBER | E | Control |
| WELLESLEY BANK | DE | MANAGING MEMBER | D | Control |
| WELLESLEY BANK | DE | MANAGING MEMBER | D | Control |
| WELLESLEY BANK | DE | MANAGING MEMBER | D | Control |
| THOMAS PARTNERS, INC. | DE | MEMBER | C | Control |
| THOMAS PARTNERS, INC. | DE | MEMBER | C | Control |
| THOMAS PARTNERS, INC. | DE | MEMBER | C | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| CAMBRIDGE BANCORP | DE | CAMBRIDGE TRUST COMPANY | E | Control |
| CAMBRIDGE BANCORP | DE | CAMBRIDGE TRUST COMPANY | E | Control |
| WELLESLEY BANCORP, INC. | DE | WELLESLEY BANK | E | Control |
| WELLESLEY BANCORP, INC. | DE | WELLESLEY BANK | E | Control |
| WELLESLEY BANCORP, INC. | DE | WELLESLEY BANK | E | Control |
| WELLESLEY BANCORP, INC. | DE | WELLESLEY BANK | E | Control |
| WELLESLEY BANCORP, INC. | DE | WELLESLEY BANK | E | Control |
| WELLESLEY BANCORP, INC. | DE | WELLESLEY BANK | E | Control |
| WELLESLEY BANCORP, INC. | DE | WELLESLEY BANK | E | Control |
| WELLESLEY BANCORP, INC. | DE | WELLESLEY BANK | E | Control |
| WELLESLEY BANCORP, INC. | DE | WELLESLEY BANK | E | Control |
| WELLESLEY BANCORP, INC. | DE | WELLESLEY BANK | E | Control |
| WELLESLEY BANCORP, INC. | DE | WELLESLEY BANK | E | Control |
| WELLESLEY BANCORP, INC. | DE | WELLESLEY BANK | E | Control |
| WELLESLEY BANCORP, INC. | DE | WELLESLEY BANK | E | Control |
| WELLESLEY BANCORP, INC. | DE | WELLESLEY BANK | E | Control |
| WELLESLEY BANCORP, INC. | DE | WELLESLEY BANK | E | Control |
| WELLESLEY BANCORP, INC. | DE | WELLESLEY BANK | E | Control |
| WELLESLEY BANCORP, INC. | DE | WELLESLEY BANK | E | Control |
| WELLESLEY BANCORP, INC. | DE | WELLESLEY BANK | E | Control |
| WELLESLEY BANCORP, INC. | DE | WELLESLEY BANK | E | Control |
| WELLESLEY BANCORP, INC. | DE | WELLESLEY BANK | E | Control |
| WELLESLEY BANCORP, INC. | DE | WELLESLEY BANK | E | Control |
| WELLESLEY BANCORP, INC. | DE | WELLESLEY BANK | E | Control |
| WELLESLEY BANCORP, INC. | DE | WELLESLEY BANK | E | Control |
| WELLESLEY BANCORP, INC. | DE | WELLESLEY BANK | E | Control |
| WELLESLEY BANCORP, INC. | DE | WELLESLEY BANK | E | Control |
| WELLESLEY BANCORP, INC. | DE | WELLESLEY BANK | E | Control |
| WELLESLEY BANCORP, INC. | DE | WELLESLEY BANK | E | Control |
| WELLESLEY BANK | DE | WELLESLEY INVESTMENT PARTNERS, LLC | E | Control |
| WELLESLEY BANK | DE | WELLESLEY INVESTMENT PARTNERS, LLC | E | Control |
| WELLESLEY BANK | DE | WELLESLEY INVESTMENT PARTNERS, LLC | E | Control |
| WELLESLEY BANK | DE | WELLESLEY INVESTMENT PARTNERS, LLC | E | Control |
| WELLESLEY BANK | DE | WELLESLEY INVESTMENT PARTNERS, LLC | E | Control |
| WELLESLEY BANK | DE | WELLESLEY INVESTMENT PARTNERS, LLC | E | Control |
| WELLESLEY BANK | DE | WELLESLEY INVESTMENT PARTNERS, LLC | E | Control |
| WELLESLEY BANK | DE | WELLESLEY INVESTMENT PARTNERS, LLC | E | Control |
| WELLESLEY BANK | DE | WELLESLEY INVESTMENT PARTNERS, LLC | E | Control |
| WELLESLEY BANK | DE | WELLESLEY INVESTMENT PARTNERS, LLC | E | Control |
| WELLESLEY BANK | DE | WELLESLEY INVESTMENT PARTNERS, LLC | E | Control |
| WELLESLEY BANK | DE | WELLESLEY INVESTMENT PARTNERS, LLC | E | Control |
| WELLESLEY BANK | DE | WELLESLEY INVESTMENT PARTNERS, LLC | E | Control |
| WELLESLEY BANK | DE | WELLESLEY INVESTMENT PARTNERS, LLC | E | Control |
| WELLESLEY BANK | DE | WELLESLEY INVESTMENT PARTNERS, LLC | E | Control |
| WELLESLEY BANK | DE | WELLESLEY INVESTMENT PARTNERS, LLC | E | Control |
| WELLESLEY BANK | DE | WELLESLEY INVESTMENT PARTNERS, LLC | E | Control |
| WELLESLEY BANK | DE | WELLESLEY INVESTMENT PARTNERS, LLC | E | Control |
| WELLESLEY BANK | DE | WELLESLEY INVESTMENT PARTNERS, LLC | E | Control |
| WELLESLEY BANK | DE | WELLESLEY INVESTMENT PARTNERS, LLC | E | Control |
| WELLESLEY BANK | DE | WELLESLEY INVESTMENT PARTNERS, LLC | E | Control |
| WELLESLEY BANK | DE | WELLESLEY INVESTMENT PARTNERS, LLC | E | Control |
| WELLESLEY BANK | DE | WELLESLEY INVESTMENT PARTNERS, LLC | E | Control |
| WELLESLEY BANK | DE | WELLESLEY INVESTMENT PARTNERS, LLC | E | Control |
| WELLESLEY BANK | DE | WELLESLEY INVESTMENT PARTNERS, LLC | E | Control |
| WELLESLEY BANK | DE | WELLESLEY INVESTMENT PARTNERS, LLC | E | Control |
| WELLESLEY BANK | DE | WELLESLEY INVESTMENT PARTNERS, LLC | E | Control |
| THOMAS, GREGORY, NELSON | I | THOMASPARTNERS, INC. | D | Control |
| THOMAS, GREGORY, NELSON | I | THOMASPARTNERS, INC. | D | Control |
| THOMAS, GREGORY, NELSON | I | THOMASPARTNERS, INC. | D | Control |
Registrations
Federal
IA
Jun 10, 2020 REGISTERED
Notice Filings (6)
CT FL MA ME NH TX
Address
75 CENTRAL STREETFLOOR 2
WELLESLEY, MA 02482
United States
Phone: 781-431-1325