Wainwright Investment Counsel LLC

RIASEC RegisteredEst. 1999

Total AUM

$5.5B

Discretionary

$127M

2% of AUM

Avg account

$25.8M

Accounts

214

Employees

Advisory reps

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

FINTRX

Overview

Wainwright Investment Counsel LLC is an independent, SEC-registered registered investment adviser formed as a limited liability company in 1999. The firm positions itself as a capital allocator for both high-net-worth individuals and families as well as institutional clients, offering a mix of portfolio management, pension consulting and selection-of-adviser services. Its fee arrangements include percentage-of-AUM charges alongside fixed fees and performance-based components, and the firm reports being an active ESG investor. Wainwright also runs educational programs and manages pooled vehicles, and its reported industry roles include broker-dealer relationships and acting as sponsor, general partner or managing member of pooled investment vehicles.