The WELLESLEY INVESTMENT ADVISORS, INC. is a privately held investment adviser that advises $2.3Bn in regulatory assets under management held in 1 SEC fund types across 2 investment strategies. WELLESLEY INVESTMENT ADVISORS, INC. is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets decreased by 30.79% over the last 5-years.
The Group has been registered with the SEC for 28.32 years and is comprised of 2 filing and 0 relying advisers. They operate out of 4 office locations with their Headquarters at 100 MARKET STREET SUITE 203, PORTSMOUTH, NEW HAMPSHIRE. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 35 employees comprised of 23 investment and 12 non-investment staff. The total number of Employees decreased by 23.91% over the last 5-years.
Their $2.3Bn in assets advised are owned by 1 private fund, 4 public funds and BDCs and 51 other accounts. Assets of Investment Companies (IC) clients own $921.4mn or 40.02% of Total Assets and High Net Worth Individuals own $600.75mn or 26.09% of Total Assets.
The Group's top investment strategies include FI/Credit - Diverse and Multi Strat, representing 66.01% and 33.99% of total assets, respectively.
They advise 8 types of clients, top clients are Investment Companies (IC) and High Net Worth Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 4 Prime Brokers, 5 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees and performance-based fees.
WELLESLEY INVESTMENT ADVISORS, INC. names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.