# Wainwright Investment Counsel

Wainwright Investment Counsel is a Multi Family Office based in Boston, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Boston, United States
- **Region:** North America
- **Address:** Boston, MA, United States
- **Founded:** 1999
- **Assets under management:** 5500 (Altss estimate)
- **Website:** winvcounsel.com
- **LinkedIn:** https://www.linkedin.com/company/winvcounsel/

## Regulatory record

- **CRD number:** 108711
- **SEC file number:** 801-56485
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/108711

## About

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.

## Sectors

- Venture Capital
- Private Equity
- Hedge Funds
- Real Estate
- Commodities
- Fund of Funds

## People

- Eric P. Bertonazzi — Chairman, CEO, and Chief Investment Officer

## 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.

### 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.

## Related profiles

- [BIP Wealth](https://altss.com/profile/bip-wealth-llc)
- [Seven Bridges Advisors](https://altss.com/profile/seven-bridges-advisors)

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Last updated: 2026-06-03T20:00:00.000Z

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