PPrivate Fund Data
CompaniesFundsPeopleRankingsScreener

Wainwright Investment Counsel LLC

● SEC registered since 1999CRD 108711SEC# 801-56485Boston, MA
Export (members)
Ranks #1,243 of 6,004 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 1,243 of 6,004 private fund managers.

Wainwright Investment Counsel LLC private funds

1 funds · $13.6M GAV
FundTypeGross assetsMin.
Wainwright Renaissance Fund 1, L.P. (series a Limited Partnership Interests)Hedge$13.6M$500K

Wainwright Investment Counsel LLC owners & executives

11 reported
NameTitleOwnershipSince
Eric Paul Bertonazzi ControlChairman Of Wainwright Board, Chief Executive Officer, Chief Investment Officer10-25%2013
Gustavo Adolfo Aristizabal ControlMember Of Wainwright Board, President And Corporate Secretary5-10%2015
Jeffrey David FabrizioDirector Of ResearchUnder 5%2013
See all 11 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently 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

AddressOne Boston Place, 29th Floor, Boston, MA 02108
Phone617-531-3100
Fax617-531-3140
Office hours9:00 a.m. To 5:00 p.m.
SEC regionBoston Regional Office (BRO)
CIK1219108
Discloses disciplinary historyNo

Regulatory AUM

$5.52B▼ 1%
Mar '25 — $5.55BApr '25 — $5.55BMay '25 — $5.55BJun '25 — $5.55BJul '25 — $5.55BAug '25 — $5.55BSep '25 — $5.55BOct '25 — $5.55BNov '25 — $5.55BDec '25 — $5.55BJan '26 — $5.55BFeb '26 — $5.55BMar '26 — $5.52BApr '26 — $5.52BMay '26 — $5.52BJun '26 — $5.52B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 12%
Larger than 88% of 16,271 advisers
AUM vs fund managersTop 21%
Larger than 79% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 28%
More than 72% of 16,825 advisers

Assets under management

$5.52Bregulatory AUM
Discretionary $127.1MNon-discretionary $5.39B

Service providers

Administrator