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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

WELLESLEY INVESTMENT PARTNERS, LLC

CRD 144984

WELLESLEY, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a58cbfb7-1a3b-a797-c92f-c5dc0a436ad7

Data as of Jun 24, 2020 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:38 PM UTC and rebuilt at most every 15 minutes.

Relationships: 20
Dated events: 4
On other graphs: 0
Observed: Mar 30, 2012 to Jun 24, 2020
31 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $420MItem 5.F on the latest filing (2020-06-24); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $389M
Private client RAUM: $374MderivedItem 5.D individuals plus high net worth individuals
Private client share: 89%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 9
Advisory employees: 7
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 617
Individual clients: 94
High net worth clients: 135
Custody, client assets: $86.0M
SEC number: 801-68361
CRD: 144984
Filings on the tape: 31
First filed: Mar 30, 2012
Latest filed: Jun 24, 2020
Organised: Limited Liability Company, Massachusetts

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BLACK, SUSAN	CHIEF PLANNING OFFICER	Na	yes	02/2019	Mar 26, 2020	Jun 24, 2020
CAMBRIDGE BANCORP	PARENT COMPANY	E	yes	06/2020	Jun 10, 2020	Jun 24, 2020
CAMBRIDGE TRUST COMPANY	MANAGING MEMBER	E	yes	06/2020	Jun 10, 2020	Jun 24, 2020
CROSIER, LOUIS, PYLE	President	Na	yes	09/2014	Sep 18, 2014	Jun 24, 2020
Fung, Michael, Y	CHIEF INVESTMENT OFFICER	Na	yes	03/2019	Mar 26, 2019	Jun 24, 2020
GLENN, JEREMY, SCOTT	CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER	Na	yes	07/2017	Mar 31, 2015	Jun 24, 2020
MAHONEY, MARY BETH	SENIOR MANAGING DIRECTOR	Na	yes	03/2014	Apr 15, 2014	Jun 24, 2020

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
CAMBRIDGE TRUST COMPANY	n/a	n/a	n/a	Y	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2019	Mar 26, 2020	$420M	$389M	11	9	1	n/a	n/a
2018	Mar 26, 2019	$410M	$342M	12	10	1	n/a	n/a
2017	Mar 29, 2018	$406M	$341M	8	6	1	n/a	n/a
2016	Mar 16, 2017	$307M	$243M	9	7	n/a	n/a	n/a
2015	Mar 28, 2016	$235M	$173M	8	6	n/a	n/a	n/a
2014	Mar 31, 2015	$148M	$94.2M	10	7	n/a	n/a	n/a
2013	Mar 31, 2014	$106M	$105M	5	4	n/a	n/a	n/a
2012	Mar 27, 2013	$109M	$109M	4	3	n/a	n/a	n/a
2011	Mar 30, 2012	$64.3M	$64.3M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2019	$420M	$410M	2.3%	$307M	11.0%	9	12	0	1

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
BOSTON FINANCIAL MANAGEMENT LLC	3	Oct 30, 2020	May 4, 2022	WELLESLEY, MA	Firm absorbed	RIA to RIA	100.0%

Relationships

Controls (7)

← CROSIER, LOUIS, PYLEOwnerPRESIDENT, ownership code NA, individual
Sep 18, 2014 to presentfactForm ADV
← BLACK, SUSANOwnerCHIEF PLANNING OFFICER, ownership code NA, individual
Mar 26, 2020 to presentfactForm ADV
← GLENN, JEREMY, SCOTTOwnerCHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER, ownership code NA, individual
Mar 31, 2015 to presentfactForm ADV
← MAHONEY, MARY BETHOwnerSENIOR MANAGING DIRECTOR, ownership code NA, individual
Apr 15, 2014 to presentfactForm ADV
← Fung, Michael, YOwnerCHIEF INVESTMENT OFFICER, ownership code NA, individual
Mar 26, 2019 to presentfactForm ADV
← CAMBRIDGE BANCORPOwnerPARENT COMPANY, ownership code E, domestic entity
Jun 10, 2020 to presentfactForm ADV
← CAMBRIDGE TRUST COMPANYOwnerMANAGING MEMBER, ownership code E, domestic entity
Jun 10, 2020 to presentfactForm ADV

Moved with (1)

→ BOSTON FINANCIAL MANAGEMENT LLCRegistered adviser3 advisors, firm absorbed, same day
Oct 30, 2020 to May 4, 2022factForm ADV

Registered with (12)

← LOUIS PYLE CROSIERAdvisorregistration: previous registration
Sep 9, 2014 to Oct 30, 2020factForm ADV
← SUSAN BLACKAdvisorregistration: previous registration
Mar 8, 2019 to Oct 30, 2020factForm ADV
← JEREMY SCOTT GLENNAdvisorregistration: previous registration
Jan 22, 2015 to Oct 30, 2020factForm ADV
← CHARLES SAVAGE WILLAUERAdvisorregistration: previous registration
Sep 20, 2016 to Apr 15, 2020factForm ADV
← Thomas Francis LaHaiseAdvisorregistration: previous registration
Feb 29, 2016 to Jan 17, 2020factForm ADV
← RICHARD ALFRED SIPLEYAdvisorregistration: previous registration
Dec 8, 2014 to Feb 8, 2019factForm ADV
← Trevor GailunAdvisorregistration: previous registration
Mar 4, 2015 to Jul 5, 2018factForm ADV
← JOHN H BIEBELAdvisorregistration: previous registration
Nov 25, 2013 to Sep 23, 2015factForm ADV
← MATTHEW WOOD JOHNSONAdvisorregistration: previous registration
Apr 15, 2014 to Jul 8, 2015factForm ADV
← JEFFREY CHARLES SMITHAdvisorregistration: previous registration
Jan 14, 2010 to Aug 22, 2014factForm ADV
← CHRISTOPHER KARL GAFFNEYAdvisorregistration: previous registration
Apr 6, 2011 to Aug 18, 2014factForm ADV
← WILLIAM PATRICK MCMAHONAdvisorregistration: previous registration
Oct 9, 2007 to Dec 31, 2009factForm ADV

Dated events

Occurred
Jun 10, 2020
Control person left
Savage Charles Willauer (Senior Managing Director) no longer on Schedule A of Wellesley Investment Partners, Llc (listed 2020-03-26, absent 2020-06-10)
Form ADVobserved 6 days ago
Occurred
Mar 26, 2020
Control person joined
Susan Black (Chief Planning Officer) appeared on Schedule A of Wellesley Investment Partners, Llc
Form ADVobserved 6 days ago
Occurred
Mar 26, 2019
Control person joined
Y Michael Fung (Chief Investment Officer) appeared on Schedule A of Wellesley Investment Partners, Llc
Form ADVobserved 6 days ago
Occurred
Mar 26, 2019
Control person left
Alfred Richard Sipley (Chief Investment Officer) no longer on Schedule A of Wellesley Investment Partners, Llc (listed 2018-05-25, absent 2019-03-26)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a58cbfb7-1a3b-a797-c92f-c5dc0a436ad7
First observed: Mar 30, 2012
Last observed: Jun 24, 2020 76 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

WELLESLEY INVESTMENT PARTNERS, LLC

CRD 144984

WELLESLEY, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a58cbfb7-1a3b-a797-c92f-c5dc0a436ad7

Data as of Jun 24, 2020 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:38 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BLACK, SUSAN

CHIEF PLANNING OFFICER

yes

02/2019

Mar 26, 2020

Jun 24, 2020

CAMBRIDGE BANCORP

PARENT COMPANY

yes

06/2020

Jun 10, 2020

Jun 24, 2020

CAMBRIDGE TRUST COMPANY

MANAGING MEMBER

yes

06/2020

Jun 10, 2020

Jun 24, 2020

CROSIER, LOUIS, PYLE

President

yes

09/2014

Sep 18, 2014

Jun 24, 2020

Fung, Michael, Y

CHIEF INVESTMENT OFFICER

yes

03/2019

Mar 26, 2019

Jun 24, 2020

GLENN, JEREMY, SCOTT

CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER

yes

07/2017

Mar 31, 2015

Jun 24, 2020

MAHONEY, MARY BETH

SENIOR MANAGING DIRECTOR

yes

03/2014

Apr 15, 2014

Jun 24, 2020

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

CAMBRIDGE TRUST COMPANY

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2019

Mar 26, 2020

$420M

$389M

n/a

2018

Mar 26, 2019

$410M

$342M

n/a

2017

Mar 29, 2018

$406M

$341M

n/a

2016

Mar 16, 2017

$307M

$243M

n/a

2015

Mar 28, 2016

$235M

$173M

n/a

2014

Mar 31, 2015

$148M

$94.2M

n/a

2013

Mar 31, 2014

$106M

$105M

n/a

2012

Mar 27, 2013

$109M

n/a

2011

Mar 30, 2012

$64.3M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2019

$420M

$410M

2.3%

$307M

11.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

BOSTON FINANCIAL MANAGEMENT LLC

Oct 30, 2020

May 4, 2022

WELLESLEY, MA

Firm absorbed

RIA to RIA

100.0%