Wellesley Asset Management

Asset Manager SEC-registered adviser

Legal name: Wellesley Asset Management, Inc.

Portsmouth, NH Website LinkedIn X

AUM

$2.0B
Regulatory AUM

Private funds

1
Hedge Fund 1

Private fund assets

$137.7M
Gross asset value

Employees

30

Last Form D raise

Apr 2026
Most recent fund filing

From SEC Form ADV filing (filed Mar 30, 2026). View on SEC

People(9)

Owners and executive officers named on the firm's SEC Form ADV.

D
Darlene Murphy
Owner / Shareholder
Source: SEC Form ADV
D
David Clott
Chief Investment Officer
Source: SEC Form ADV
D
Dawn Baillie
President
Source: SEC Form ADV
G
Greg Miller
Founder
Source: SEC Form ADV
J
James Buckham
Senior Portfolio Manager
Source: SEC Form ADV
J
James Mulhern
Co-Trustee of the Michael Miller Irrevocable Trust of 2025 / Trustee of the Michael Miller Irrevocable Trust of 2020
Source: SEC Form ADV
M
Maureen Hernberg
Trustee of the Darlene M. Murphy Trust - 2011
Source: SEC Form ADV
M
Michael Miller
Chief Executive Officer / Co-Trustee of the Michael Miller Irrevocable Trust of 2025
Source: SEC Form ADV
S
Samuel Johnson
Trustee of the Michael David Miller Trust - 2011
Source: SEC Form ADV

Funds(1)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Brenton Partners, L.P.Hedge Fund$137.7M$116.0M179Apr 2026Hot

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
116176
SEC file number
801-61288
CIK
1533551

Sources