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Wainwright Investment Counsel
Wainwright Investment Counsel was established in 1999 when Eric P. Bertonazzi led the separation from predecessor broker H.C. Wainwright & Co.
Wainwright Investment Counsel
Wainwright Investment Counsel was established in 1999 when Eric P. Bertonazzi led the separation from predecessor broker H.C. Wainwright & Co. The firm supplies investment management, estate coordination, tax planning, and performance reporting to wealthy families. Allocations span venture capital, private equity, hedge funds, real estate, commodities, and fund-of-fund vehicles. The firm routes capital through external managers including Abbott Capital Management, Lexington Partners, and Molpus Woodlands Group. Geographic reach remains concentrated in North America. No specific portfolio-company holdings appear in public records. The team size is not disclosed. Adjacent vehicles include the Wainwright Renaissance Fund 1, L.P. Philanthropic ties connect to Heading Home and The Preservation Society of Newport County. Governance rests with a single named principal who holds chairman, CEO, and CIO titles simultaneously.
General information
Firm type
Multi Family Office
Year founded
1999
Location
Region
North America
Country
United States
City
Boston
Corporate office
Boston, MA, United States
Principals
Eric P. Bertonazzi
Chairman, CEO, and Chief Investment Officer
Sector focus
Frequently asked questions
Who runs investment decisions at Wainwright Investment Counsel?
Eric P. Bertonazzi serves as Chairman, CEO, and Chief Investment Officer. He has held these combined roles since the 1999 founding.
How does Wainwright Investment Counsel source managers?
The firm conducts internal due diligence and maintains recurring relationships with external managers such as Abbott Capital Management, Lexington Partners, and Molpus Woodlands Group.
Is Wainwright Investment Counsel structured as a single family office or multi-family office?
It operates as a multi-family office serving multiple wealthy households rather than a single family.
Does Wainwright Investment Counsel commit to external funds or make direct investments?
It allocates through fund-of-funds structures, hedge funds, and private equity managers while also offering discretionary direct exposure.
Where does the underlying wealth originate for Wainwright Investment Counsel clients?
Client wealth stems from multigenerational households; the firm itself originated as a 1999 spin-out from H.C. Wainwright & Co.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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