WAINWRIGHT INVESTMENT COUNSEL LLC
Firm details
- Headquarters
- BOSTON, Massachusetts
- CRD number
- 108711
- Registered since
- June 18, 1999
- Website
- www.winvcounsel.com
- Custodians
- M&T SECURITIES, INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees, Other
- Client types
- State / Municipal Government51.52%
- HNWI30.71%
- Other13.27%
- Charitable Organizations2.93%
- Individuals0.77%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Wainwright Investment Counsel LLC is an independent registered investment adviser that operates as a capital allocator for high-net-worth individuals, families and institutions. The firm runs both advisory mandates and pooled investment vehicles, and its services include portfolio management for individuals and businesses, selection of third‑party managers, pension consulting and educational seminars. It reports being an active ESG investor, and its fee model includes asset‑based fees, fixed fees and performance‑based arrangements — a structure that supports both traditional advisory accounts and sponsor/GP activity in pooled funds. A sizable portion of the firm’s practice is devoted to directing capital into private funds and other alternative strategies rather than purely discretionary public-market mandates. The firm also holds affiliations that indicate it can operate as a broker‑dealer link, a commodity pool operator or trading adviser and as sponsor or managing member of pooled vehicles, which aligns with a hands‑on role in structuring and managing alternative vehicles.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds53%
- Exchange Traded Equities30%
- Public Funds/Mutual Funds11%
- US Government Bonds2%
- Investment Grade Corp Bonds2%
Owners & executives
3 of 5STEPHEN BARRETT
Chairman and Chief Executive OfficerCRD 13479
ERIC BERTONAZZI
Chief Executive OfficerCRD 2590583
MATTHEW SENEY
Deputy Chief Investment OfficerCRD 4075881
Contacts
3 of 9DONALD ROSS
Managing DirectorCRD 404978
SALIM KHANACHET
Vice PresidentCRD 5258951
MICHAEL DWYER
Senior Vice PresidentCRD 731739
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BOSTON, MA
SUFFOLK
Location
BOSTON, MA
Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- SUFFOLK
- Address
- 1 Boston Pl
- Time zone
- ET (UTC-5)
- Office locations
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