LP Profile

Wainwright Investment Counsel

Wealth ManagerBoston, United States
$3.5B
Assets Under Management
Boston
Headquarters
Investment Focus

About Wainwright Investment Counsel

Wainwright Investment Counsel, LLC is an SEC Registered Investment Advisor with a primary focus on providing clients with independent and objective investment counsel. We provide independent, objective investment advice focused on asset allocation and portfolio construction, tailored to our clients' objectives, risk tolerance and constraints. To achieve this, client portfolios often integrate traditional (equities, fixed income, preferred stock, exchange traded funds, REITs, etc.) and alternative asset classes (private equity, real estate, hedge funds, etc.).

Preferred Investment Types

Growth CapitalInvestment FundsJoint Venture/PartnerPrivate EquityShort-Term InvestmentsVenture Capital

Preferred Sectors & Themes

Business & Administrative ServicesCommercial Property Acquisition & DevelopmentHedge FundsInvestment ManagementLegal & Tax ServicesReal Estate Services & ManagementResidential Property Acquisition & DevelopmentRetirement PlanningTrust ManagementWealth & Estate PlanningCommercial & Professional ServicesProfessional Business ServicesReal EstateReal Estate Investment & DevelopmentFinanceAlternative InvestmentsFinancial ServicesReal Estate Services & Management & Management

Preferred Geographies

United States
Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Wainwright Investment Counsel from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$5.5B
Total Clients
214
Filing Date
March 31, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Wainwright Investment Counsel across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Wainwright Investment Counsel?

Wainwright Investment Counsel is a wealth manager based in Boston, United States, managing approximately $3.5B in assets.

Where is Wainwright Investment Counsel headquartered?

Wainwright Investment Counsel is headquartered in Boston, United States.

How much does Wainwright Investment Counsel manage?

Wainwright Investment Counsel manages approximately $3.5B in assets under management.

What does Wainwright Investment Counsel invest in?

Wainwright Investment Counsel focuses on Growth Capital, Investment Funds, Joint Venture/Partner, Private Equity, Short-Term Investments, Venture Capital, Business & Administrative Services, Commercial Property Acquisition & Development.

How can I contact Wainwright Investment Counsel?

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