# Wellesley Asset Management

Wellesley Asset Management is an Asset Manager based in Portsmouth, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Portsmouth, United States
- **Region:** North America
- **Address:** 40 Grove Street, Wellesley, MA 02482, United States
- **Founded:** 1991
- **Assets under management:** Undisclosed
- **Website:** wellesleyasset.com
- **LinkedIn:** https://www.linkedin.com/company/wellesley-investment-advisors-inc

## Regulatory record

- **CRD number:** 116176
- **SEC file number:** 801-61288
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-30T00:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/116176

## About

Wellesley Asset Management bridges the gap between institutional investing and private wealth, providing high-net-worth individuals access to advanced strategies traditionally reserved for private endowments and global financial institutions. Since 1991, the firm has been dedicated to delivering superior risk-adjusted returns through actively managed convertible bond portfolios. It combines deep expertise with disciplined investment management to serve both private clients and the advisors who guide them.

## Sectors

- Convertible Bonds
- Fixed Income
- Investment Advisory
- Asset Management

## People

- Donald E. Rooney — President and Chief Investment Officer
- William H. Robbins — Senior Vice President

## Questions

### Who runs investment decisions at Wellesley Asset Management?

Donald E. Rooney, President and CIO, is the primary investment decision-maker. He has been with the firm since its founding in the late 1990s.

### What is Wellesley Asset Management's core investment strategy?

The firm specializes exclusively in convertible bonds, a hybrid security that pays fixed interest like a bond but can be converted into a set number of common shares. The strategy seeks capital appreciation with less downside than equities, using convertible arbitrage elements and careful credit analysis.

### How does Wellesley Asset Management differ from a traditional fixed-income manager?

Unlike broader fixed-income managers, Wellesley focuses solely on convertible securities. This narrow mandate allows the firm to develop deep sector expertise and trading relationships, giving it a potential edge in pricing and security selection.

### What investment stages does Wellesley Asset Management target?

Wellesley invests primarily in convertible bonds issued by established, publicly traded companies, so it targets the public market stage rather than venture or growth equity.

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Last updated: 2026-08-11T15:08:32.892Z

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