# WELLESLEY INVESTMENT PARTNERS, LLC

WELLESLEY INVESTMENT PARTNERS, LLC of WELLESLEY, MA is an SEC-registered investment adviser.

## Registration

- CRD: 144984
- Type: SEC-registered investment adviser
- SEC file number: 801-68361
- Location: 75 CENTRAL STREET, FLOOR 2, WELLESLEY, MA, 02482
- Phone: 781-431-1325
- Latest filing: 2020-06-24
- Regulatory AUM: $419.5M
- Discretionary AUM: $389.0M
- Non-discretionary AUM: $30.5M
- Clients: 9
- Accounts: 617

## Officers, owners & control persons (24)

| Name | Role | Location |
| --- | --- | --- |
| Smith Lamont Charles | CHIEF COMPLIANCE OFFICER; CHIEF INVESTMENT OFFICER; CHIEF OPERATING OFFICER | DENVER, CO |
| Thomas Ruffner Nelson | CHIEF INVESTMENT OFFICER; PRESIDENT/CEO | Birmingham, AL |
| Thomas E Nelson | CHIEF INVESTMENT OFFICER; PRESIDENT/CEO | — |
| MUELLER GERALD ROBERT | CHIEF COMPLIANCE OFFICER | — |
| MCMAHON WILLIAM PATRICK | CHIEF OPERATING OFFICER | — |
| CROSIER LOUIS PYLE | INTERIM CHIEF INVESTMENT OFFICER; PRESIDENT | — |
| FONTAINE THOMAS JOSEPH | CHAIRMAN OF THE BOARD; PRESIDENT | — |
| SILVER EDWIN GERARD | CHAIRMAN | — |
| GAFFNEY CHRISTOPHER KARL | VICE PRESIDENT-FINANCIAL ADVISOR | — |
| MAHONEY MARYBETH | MANAGING DIRECTOR | — |
| CADIGAN WILLIAM JOSEPH | PRESIDENT | — |
| BAILLIE DAWN MARIE | CHIEF COMPLIANCE OFFICER; DIRECTOR OF OPERATIONS | — |
| GAILUN TREVOR SCOTT | DIRECTOR OF RESEARCH AND TRADING | — |
| SIPLEY RICHARD ALFRED | CHIEF INVESTMENT OFFICER | — |
| GLENN JEREMY S | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER; DIRECTOR OF OPERATIONS | — |
| BIEBEL JOHN H | DIRECTOR, WEALTH ADVISOR | — |
| MAHONEY MARY BETH | DIRECTOR, WEALTH ADVISOR; MANAGING DIRECTOR; SENIOR MANAGING DIRECTOR | — |
| JOHNSON MATTHEW WOOD | DIRECTOR, WEALTH ADVISOR | — |
| OBERG JEFFREY A | CHIEF OPERATING OFFICER; SENIOR MANAGING DIRECTOR | — |
| WILLAUER CHARLES S | SENIOR MANAGING DIRECTOR | — |
| GLENN JEREMY SCOTT | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | — |
| WILLAUER CHARLES SAVAGE | SENIOR MANAGING DIRECTOR | — |
| Fung Michael Y | CHIEF INVESTMENT OFFICER | — |
| BLACK SUSAN | CHIEF PLANNING OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/144984/brochure
- Similar advisers: https://search.stillhousedata.com/firm/144984/similar
- Related entities: https://search.stillhousedata.com/firm/144984/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/144984

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.