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Senior Portfolio Manager · Wellesley Asset Management, Inc.

James W. Buckham

CRD 5670052 · Named on Form ADV at one SEC-registered adviser

At a glance

Wellesley Asset Management, Inc., an SEC-registered asset manager based in Portsmouth, NH with $2.0 billion in regulatory assets, lists James W. Buckham on its Form ADV as Senior Portfolio Manager, a control person.

Firms and roles

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James’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (10)

  • Greg MillerFounder, Wellesley Asset Management, Inc.
  • Darlene M. MurphyOwner / Shareholder, Wellesley Asset Management, Inc.
  • Michael D. MillerChief Executive Officer / Co-Trustee of the Michael Miller Irrevocable Trust of 2025, Wellesley Asset Management, Inc.
  • Maureen P. HernbergTrustee of the Darlene M. Murphy Trust - 2011, Wellesley Asset Management, Inc.
  • Samuel S. JohnsonTrustee of the Michael David Miller Trust - 2011, Wellesley Asset Management, Inc.

5 more people named with James on the same filings, with titles and firms. Free in Atlas with a free account.

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Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For James’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.