0002050846-25-000001.txt : 20250106 0002050846-25-000001.hdr.sgml : 20250106 20250106151148 ACCESSION NUMBER: 0002050846-25-000001 CONFORMED SUBMISSION TYPE: D PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06b FILED AS OF DATE: 20250106 DATE AS OF CHANGE: 20250106 EFFECTIVENESS DATE: 20250106 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Wellesley Asset Management, Inc. CENTRAL INDEX KEY: 0002050846 ORGANIZATION NAME: IRS NUMBER: 043154394 STATE OF INCORPORATION: MA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D SEC ACT: 1933 Act SEC FILE NUMBER: 021-534319 FILM NUMBER: 25510687 BUSINESS ADDRESS: STREET 1: 100 MARKET STREET STREET 2: SUITE 203 CITY: PORTSMOUTH STATE: NH ZIP: 03801 BUSINESS PHONE: 781-416-4000 MAIL ADDRESS: STREET 1: 100 MARKET STREET STREET 2: SUITE 203 CITY: PORTSMOUTH STATE: NH ZIP: 03801 D 1 primary_doc.xml X0708 D LIVE 0002050846 Wellesley Asset Management, Inc. 100 MARKET STREET SUITE 203 PORTSMOUTH NH NEW HAMPSHIRE 03801 781-416-4000 MASSACHUSETTS Millvest Inc. Wellesley Investment Advisers, Inc. None Corporation true Michael D. Miller 100 Market Street Suite 203 Portsmouth NH NEW HAMPSHIRE 03801 Executive Officer Director President, Chief Executive Officer, Director Greg Miller 100 Market Street Suite 203 Portsmouth NH NEW HAMPSHIRE 03801 Director Promoter Chairman of Board of Directors, Founder Dawn Bailie 100 Market Street Suite 203 Portsmouth NH NEW HAMPSHIRE 03801 Executive Officer Chief Commercial Officer Stephen Martino 100 Market Street Suite 203 Portsmouth NH NEW HAMPSHIRE 03801 Executive Officer Chief Financial Officer Joseph Buscaino 100 Market Street Suite 203 Portsmouth NH NEW HAMPSHIRE 03801 Executive Officer Executive Vice President Jay Russo 100 Market Street Suite 203 Portsmouth NH NEW HAMPSHIRE 03801 Executive Officer Head of Institutional Sales James Buckham 100 Market Street Suite 203 Portsmouth NH NEW HAMPSHIRE 03801 Executive Officer Co-Chief Information Officer David Clott 100 Market Street Suite 203 Portsmouth NH NEW HAMPSHIRE 03801 Executive Officer Co-Chief Information Officer Investing Decline to Disclose 06b false 2024-12-27 false true false 98534 10444604 10444604 0 false 3 0 0 0 false Wellesley Asset Management, Inc. Michael D. Miller Michael D. Miller President 2025-01-06