Wellesley Asset Management, INC.
wellesleyassetmanagement.com Direct investor
Wellesley Asset Management is an alternative fixed income manager specializing in convertible bonds and convertible arbitrage strategies. It offers separately managed accounts and manages the Miller Family of Funds.
Wellesley Asset Management, INC. is an asset manager headquartered in Portsmouth, United States. It invests directly in companies, in fixed income, convertible bonds and convertible arbitrage.
“These strategies invest primarily in balanced profile convertible bonds emphasizing bond‑like characteristics and modest equity participation.”
— Wellesley Asset Management, INC., own website
- Layer
- Direct investor
- Type
- Asset manager
- Stage
- Not stated
- Headquarters
- Portsmouth, United States
Team, as Wellesley Asset Management, INC. publishes it
- Michael D. Miller Chief Executive Officer
- Greg Miller CPA, Founder, Portfolio Manager
- Dawn Baillie IACCP®, President
- Jay Russo JD, Executive Director, Head of Sales & Distribution
- David Clott CFA®, Chief Investment Officer
- James Buckham CFA®, Senior Portfolio Manager
- Steven Rawlings Chief Compliance Officer and General Counsel
- Dennis Godin Chief Operating Officer
- Joseph M. Buscaino Executive Vice President – Private Client Group
Names and roles exactly as listed on wellesleyassetmanagement.com. Nothing else about these people is recorded.
Most shared portfolio companies with
Derived from portfolio pages both investors publish themselves: each pair below lists at least one company in common. 3 investors with a shared portfolio company. A shared company is not proof they invested together in the same round.
- FINTOP Capital 1 shared company: snappykraken.com
- Flyover Capital 1 shared company: snappykraken.com
- Canal Capital Management 1 shared company: tamaracinc.com
Where this comes from
Every fact above was read from a page Wellesley Asset Management, INC. publishes itself. Nothing is taken from third-party databases. Investment activity (deals, co-investors) is not yet recorded.
- https://www.wellesleyassetmanagement.com/name, is_investor, layer, type, hq_country, hq_city, invests_in_geographies, stage_min, stage_max, sectors, cheque_size, thesis_quote, thesis_quote_page, description, founded, aum, portfolio_count, status, confidence
- https://www.wellesleyassetmanagement.com/about/leadershippeople
Record 8901 · added 2026-09-29 · link last verified 2026-10-21 · confidence high
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