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Wellesley Asset Management

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Type

Hedge Fund Manager

Location

Wellesley MA US

Alternative Asset Classes

HF

Established

2004

Firm Ownership

-

Investment Team Staff

Total Staff

37
Established in July 2004, Wellesley Asset Management (WAM) is a Massachusetts-based hedge fund manager by Greg Miller. The firm, previously known as Wellesley Investment Advisors, changed its name to Wellesley Asset Management on July 1, 2016. WAM provides discretionary investment management services to individuals, institutions, pension and other retirement plans, and various others. It focuses on convertible bonds; when managing client accounts, it predominantly uses convertible securities, convertible bonds, and corporate bond mutual funds, synthetic notes, principal-protected products, and structured products.  WAM also provides advisory services to a private limited partnership, Brenton Partners (Brenton), established by WAM in which the firm and its employees have ownership.
Asset Class No. of Funds Currently Managed Funds Raised in Last 10 Years Est. Dry Powder Strategies
Private Equity - -
Real Estate - -
Private Debt - -
Infrastructure - -
Natural Resources - -
Asset Class No. of Funds Currently Managed AuM Date of AuM Strategies
Hedge Funds 3 Convertible Arbitrage

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6 Known Decision Makers

Contact Name Position Location Email Telephone Asset Class
Executive Director Wellesley, US HF
Founder, Chief Executive Officer & Portfolio Manager Wellesley, US HF
Portfolio Manager Wellesley, US HF
Portfolio Manager Wellesley, US HF
President, Chief Investment Officer & Principal Wellesley, US HF

Showing 5 of 6 known decision makers at Wellesley Asset Management

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3 Hedge Funds Managed

Fund Name Share Classes Inception Date Core Strategy Status Latest AUM
Convertible Arbitrage Active
Convertible Arbitrage Active
Convertible Arbitrage Active

Showing 3 of 3 hedge funds managed by Wellesley Asset Management

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