WELLESLEY INVESTMENT PARTNERS, LLC

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Wellesley Investment Partners is based out of Wellesley. Wellesley Investment Partners is a large advisory firm with 239 clients and discretionary assets under management (AUM) of $388,979,601 (Form ADV from 2019-08-01). Their last reported 13F filing for Q1 2020 included $251,621,000 in managed 13F securities and a top 10 holdings concentration of 71.43%. Wellesley Investment Partners's largest holding is iShares 7-10 Year Treasury Bond ETF with shares held of 222,434. Wellesley Investment Partners has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 18 13F filings

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03/31/2020

13F Activity

  • Market Value $251.621 Million
  • Prior Market Value $325.3 Million
  • New Purchases8 stocks
  • Additional Purchases16 stocks
  • Sold out of25 stocks
  • Reduced holdings in70 stocks
  • Top 10 Holdings % 71.43 %
  • Turnover % [1]:32.04%
  • Turnover Alt % [2]: 22.31 %
  • Time Held Top20:12.50 quarters
  • Time Held Top10:13.40 quarters
  • Time Held All:11.74 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

03/31/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 19.8%
Performance Last 4 Quarters: 7.06%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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This lets you look at individual sub managers or subsidiaries within the 13F filing.

13F Managers

Subsidiaries/Managers included in latest 13F
Name
Wellesley Bancorp, Inc.
Wellesley Bank

View Last Form Adv Compilation Report on Record

WELLESLEY INVESTMENT PARTNERS, LLC
75 CENTRAL STREET FLOOR 2
WELLESLEY MA    02482
Country: United States

Business Phone: 781-431-1325
Fax: 781-489-4557
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: MA
Number of employees: 11
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges
Amount of client funds and securities: 86,017,400
Total Number of Clients: 239
Amount of client funds and securities by related persons: 1,637,980
Total Number of clients from related persons: 4
Disclosures:
Data above was derived from SEC filings.

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WELLESLEY INVESTMENT PARTNERS, LLC

ownership team - last updated 2020-03-26
Name Title Start Date Direct/Indirect % Ownership

WELLESLEY INVESTMENT PARTNERS, LLC

ownership team - last updated 2019-03-26
Name Title Start Date Direct/Indirect % Ownership
WELLESLEY BANK MANAGING MEMBER 06/01/2007 Direct 75% or more
Fund Name Position direct/indirect start date end date
WELLESLEY INVESTMENT PARTNERS, LLC MANAGING MEMBER direct 2007-06-01
WELLESLEY INVESTMENT PARTNERS, LLC PARENT COMPANY indirect 2007-07-01
CROSIER, LOUIS, PYLE PRESIDENT 09/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
WINDWARD INVESTMENT MANAGEMENT INC PRINCIPAL direct 2002-08-01
WINDWARD INVESTMENT MANAGEMENT INC MANAGING PRINCIPAL direct 2002-08-01
WELLESLEY INVESTMENT PARTNERS, LLC PRESIDENT direct 2014-09-01
WELLESLEY INVESTMENT PARTNERS, LLC INTERIM CHIEF INVESTMENT OFFICER direct 2014-09-01
WINDHAVEN INVESTMENT MANAGEMENT, INC. SENIOR MANAGING DIRECTOR direct 2010-11-01
WINDHAVEN INVESTMENT MANAGEMENT, INC. SENIOR VICE PRESIDENT direct 2010-11-01
GLENN, JEREMY, SCOTT CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER 07/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
WELLESLEY INVESTMENT PARTNERS, LLC DIRECTOR OF OPERATIONS direct 2015-01-01
WELLESLEY INVESTMENT PARTNERS, LLC CHIEF OPERATING OFFICER direct 2016-01-01
WELLESLEY INVESTMENT PARTNERS, LLC CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER direct 2017-07-01
WILLAUER, CHARLES, SAVAGE SENIOR MANAGING DIRECTOR 08/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
WELLESLEY INVESTMENT PARTNERS, LLC SENIOR MANAGING DIRECTOR direct 2016-08-01
MAHONEY, MARY BETH MANAGING DIRECTOR 03/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
WELLESLEY INVESTMENT PARTNERS, LLC DIRECTOR, WEALTH ADVISOR direct 2014-03-01
WELLESLEY INVESTMENT PARTNERS, LLC MANAGING DIRECTOR direct 2014-03-01
Fung, Michael, Y CHIEF INVESTMENT OFFICER 03/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
WELLESLEY INVESTMENT PARTNERS, LLC CHIEF INVESTMENT OFFICER direct 2019-03-01
WELLESLEY BANCORP, INC. PARENT COMPANY WELLESLEY BANK 01/01/2012 Indirect 75% or more
Fund Name Position direct/indirect start date end date
WELLESLEY INVESTMENT PARTNERS, LLC PARENT COMPANY indirect 2012-01-01
WELLESLEY BANK PARENT COMPANY WELLESLEY INVESTMENT PARTNERS, LLC 07/01/2007 Indirect 75% or more
Fund Name Position direct/indirect start date end date
WELLESLEY INVESTMENT PARTNERS, LLC MANAGING MEMBER direct 2007-06-01
WELLESLEY INVESTMENT PARTNERS, LLC PARENT COMPANY indirect 2007-07-01

WELLESLEY INVESTMENT PARTNERS, LLC

ownership team - last updated 2018-05-25
Name Title Start Date Direct/Indirect % Ownership
WELLESLEY BANK MANAGING MEMBER 06/01/2007 Direct 75% or more
Fund Name Position direct/indirect start date end date
WELLESLEY INVESTMENT PARTNERS, LLC MANAGING MEMBER direct 2007-06-01
WELLESLEY INVESTMENT PARTNERS, LLC PARENT COMPANY indirect 2007-07-01
CROSIER, LOUIS, PYLE PRESIDENT 09/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
WINDWARD INVESTMENT MANAGEMENT INC PRINCIPAL direct 2002-08-01
WINDWARD INVESTMENT MANAGEMENT INC MANAGING PRINCIPAL direct 2002-08-01
WELLESLEY INVESTMENT PARTNERS, LLC PRESIDENT direct 2014-09-01
WELLESLEY INVESTMENT PARTNERS, LLC INTERIM CHIEF INVESTMENT OFFICER direct 2014-09-01
WINDHAVEN INVESTMENT MANAGEMENT, INC. SENIOR MANAGING DIRECTOR direct 2010-11-01
WINDHAVEN INVESTMENT MANAGEMENT, INC. SENIOR VICE PRESIDENT direct 2010-11-01
SIPLEY, RICHARD, ALFRED CHIEF INVESTMENT OFFICER 10/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
WELLESLEY INVESTMENT PARTNERS, LLC CHIEF INVESTMENT OFFICER direct 2014-10-01
GLENN, JEREMY, SCOTT CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER 07/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
WELLESLEY INVESTMENT PARTNERS, LLC DIRECTOR OF OPERATIONS direct 2015-01-01
WELLESLEY INVESTMENT PARTNERS, LLC CHIEF OPERATING OFFICER direct 2016-01-01
WELLESLEY INVESTMENT PARTNERS, LLC CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER direct 2017-07-01
WILLAUER, CHARLES, SAVAGE SENIOR MANAGING DIRECTOR 08/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
WELLESLEY INVESTMENT PARTNERS, LLC SENIOR MANAGING DIRECTOR direct 2016-08-01
MAHONEY, MARY BETH MANAGING DIRECTOR 03/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
WELLESLEY INVESTMENT PARTNERS, LLC DIRECTOR, WEALTH ADVISOR direct 2014-03-01
WELLESLEY INVESTMENT PARTNERS, LLC MANAGING DIRECTOR direct 2014-03-01
WELLESLEY BANCORP, INC. PARENT COMPANY WELLESLEY BANK 01/01/2012 Indirect 75% or more
Fund Name Position direct/indirect start date end date
WELLESLEY INVESTMENT PARTNERS, LLC PARENT COMPANY indirect 2012-01-01
WELLESLEY BANK PARENT COMPANY WELLESLEY INVESTMENT PARTNERS, LLC 07/01/2007 Indirect 75% or more
Fund Name Position direct/indirect start date end date
WELLESLEY INVESTMENT PARTNERS, LLC MANAGING MEMBER direct 2007-06-01
WELLESLEY INVESTMENT PARTNERS, LLC PARENT COMPANY indirect 2007-07-01

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