Wainwright Investment Counsel LLC
● SEC registered since 1999CRD 108711SEC# 801-56485Boston, MA
Ranks #1,245 of 6,030 private fund managers by regulatory AUM.
Reg. AUM
$5.52B
Fund GAV
$13.6M
Private funds
1
Employees
17
Accounts
214
Location
Boston, MA
Wainwright Investment Counsel LLC assets under management
Wainwright Investment Counsel LLC is a registered investment adviser overseen by the SEC based in Boston, MA. The firm has been registered since 1999. It reports $5.5 billion in regulatory assets under management and employs 17 people. Wainwright Investment Counsel LLC manages 1 private fund with combined gross assets of $13.6 million, including Wainwright Renaissance Fund 1, L.P. (series a Limited Partnership Interests). By regulatory assets, it ranks 1,245 of 6,030 private fund managers.
Wainwright Investment Counsel LLC private funds
1 funds · $13.6M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Wainwright Renaissance Fund 1, L.P. (series a Limited Partnership Interests) | Hedge | $13.6M | $500K |
Wainwright Investment Counsel LLC owners & executives
11 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Eric Paul Bertonazzi Control | Chairman Of Wainwright Board, Chief Executive Officer, Chief Investment Officer | 10-25% | 2013 |
| Gustavo Adolfo Aristizabal Control | Member Of Wainwright Board, President And Corporate Secretary | 5-10% | 2015 |
| Jeffrey David Fabrizio | Director Of Research | Under 5% | 2013 |
| Margaret Lorene Leonard | Chief Compliance Officer | Under 5% | 2015 |
| Matthew Kirk Seney | Chief Operating Officer, Deputy Chief Investment Officer | Under 5% | 2013 |
| Paul George Martins Control | Member Of Wainwright Board, Chief Financial Officer, Chief Administrative Officer | Under 5% | 2013 |
| Stephen Dalton Barrett Control | Member Of Wainwright Board | 10-25% | 2005 |
| Wch Holdings Corp. | Owner | Under 5% | 2015 |
| Brett Thomas Hendee Control | Trustee | — | 2015 |
| Bryan J. Zwan Family Trust Control | Owner | Over 75% | 2015 |
See all 11 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Wainwright Investment Counsel LLC manage?
Wainwright Investment Counsel LLC reports $5.5 billion in regulatory assets under management on its Form ADV.
How many private funds does Wainwright Investment Counsel LLC manage?
Wainwright Investment Counsel LLC manages 1 private funds with combined gross assets of $13.6 million.
How many employees does Wainwright Investment Counsel LLC have?
Wainwright Investment Counsel LLC reports 17 employees.
Where is Wainwright Investment Counsel LLC located?
Wainwright Investment Counsel LLC is based in Boston, MA and has been SEC-registered since 1999.
Does Wainwright Investment Counsel LLC disclose fund performance?
Wainwright Investment Counsel LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | One Boston Place, 29th Floor, Boston, MA 02108 |
| Phone | 617-531-3100 |
| Fax | 617-531-3140 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1219108 |
| Discloses disciplinary history | No |
Regulatory AUM
$5.52B▼ 1%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 12%
Larger than 88% of 16,306 advisers
AUM vs fund managersTop 21%
Larger than 79% of 6,030 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 28%
More than 72% of 16,824 advisers
Assets under management
$5.52Bregulatory AUM
Discretionary $127.1MNon-discretionary $5.39B