Data / Form D filings / Wellesley Asset Management, Inc.
Wellesley Asset Management, Inc.: Form D filing
Wellesley Asset Management, Inc., an investing company in Portsmouth, NH, filed a Form D with the SEC in 2025. The latest, on January 6, 2025, reports $10.4 million sold of a $10.4 million offering to 3 investors.
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Company details from the filing
- Address
- 100 MARKET STREET, SUITE 203, Portsmouth, NH, 03801
- Phone
- (781) 416-4000
- Industry
- Investing
- Entity type
- Corporation
- Incorporated in
- Massachusetts
- Revenue range
- Decline to Disclose
- Exemptions claimed
- Rule 506(b)
- SEC identifier (CIK)
- 2050846
Form D filings
| Filed | Type | Offering | Sold | Remaining | Investors | First sale | Filing |
|---|---|---|---|---|---|---|---|
| Jan 6, 2025 | New notice | $10,444,604 | $10,444,604 | 3 | Dec 27, 2024 | sec.gov |
Executive officers and directors named in the filing
| Name | Role | Note in the filing |
|---|---|---|
| Dawn D. Bailie | Executive Officer | |
| Michael D. Miller | Executive Officer, Director | |
| Greg D. Miller | Director, Promoter | |
| Jay D. Russo | Executive Officer | |
| David D. Clott | Executive Officer | |
| Joseph D. Buscaino | Executive Officer | |
| James D. Buckham | Executive Officer | |
| Stephen D. Martino | Executive Officer |
Other investing companies in New Hampshire that filed recently
- Alumni Ventures Group LLC $27.4 million · Aug 28, 2026
Every Form D from the week of Jan 6, 2025 · All recent filings in New Hampshire · All recent Investing filings
Read from SEC EDGAR. Amount sold is what Wellesley Asset Management, Inc. reported on the day it filed; on an offering that is still open, a later amendment can raise it. Free to reuse with credit to SpecStream under CC BY 4.0.