WHITEGATE INVESTMENT COUNSELORS, INC.
CRD #107732 SEC #801-40719 CONCORD, NH 603-228-5471
SEC Registered
Total AUM
$545.6M
Discretionary
$535.4M
Employees
3
Clients
--
Accounts
497
Firm Details
- Organization Type
- Corporation
- State of Formation
- New Hampshire
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 5, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| COTTRILL, MARTHA, ELIZABETH | I | PRESIDENT AND TREASURER | NA | Control |
| COTTRILL, MARTHA, ELIZABETH | I | PRESIDENT AND TREASURER | NA | Control |
| COTTRILL, MARTHA, ELIZABETH | I | PRESIDENT AND TREASURER | NA | Control |
| COTTRILL, MARTHA, ELIZABETH | I | PRESIDENT AND TREASURER | NA | Control |
| COTTRILL, MARTHA, ELIZABETH | I | PRESIDENT AND TREASURER | NA | Control |
| COTTRILL, MARTHA, ELIZABETH | I | PRINCIPAL | NA | Control |
| COTTRILL, MARTHA, ELIZABETH | I | PRINCIPAL | NA | Control |
| COTTRILL, MARTHA, ELIZABETH | I | PRINCIPAL | NA | Control |
| ERICKSON, CARL, GEORGE | I | PRESIDENT AND SECRETARY | NA | Control |
| ERICKSON, CARL, GEORGE | I | PRESIDENT AND SECRETARY | NA | Control |
| ERICKSON, CARL, GEORGE | I | PRESIDENT, SECRETARY, TREASURER | NA | Control |
| ERICKSON, CARL, GEORGE | I | PRESIDENT AND SECRETARY | NA | Control |
| ERICKSON, CARL, GEORGE | I | PRESIDENT AND SECRETARY | NA | Control |
| ERICKSON, CARL, GEORGE | I | PRESIDENT AND SECRETARY | NA | Control |
| ERICKSON, CARL, GEORGE | I | PRESIDENT, SECRETARY, TREASURER | NA | Control |
| ERICKSON, CARL, GEORGE | I | PRESIDENT AND SECRETARY | NA | Control |
| ERICKSON, CARL, GEORGE | I | PRESIDENT AND SECRETARY | NA | Control |
| ERICKSON, CARL, GEORGE | I | PRESIDENT AND SECRETARY | NA | Control |
| ERICKSON, CARL, GEORGE | I | PRESIDENT AND SECRETARY | NA | Control |
| ERICKSON, CARL, GEORGE | I | PRESIDENT AND SECRETARY | NA | Control |
| ERICKSON, CARL, GEORGE | I | PRINCIPAL | NA | Control |
| ERICKSON, CARL, GEORGE | I | PRINCIPAL | NA | Control |
| ERICKSON, CARL, GEORGE | I | PRINCIPAL | NA | Control |
| ERICKSON, CARL, GEORGE | I | PRINCIPAL | NA | Control |
| ERICKSON, CARL, GEORGE | I | PRINCIPAL | NA | Control |
| ERICKSON, CARL, GEORGE | I | PRINCIPAL | NA | Control |
| ERICKSON, CARL, GEORGE | I | PRINCIPAL | NA | Control |
| ERICKSON, CARL, GEORGE | I | PRINCIPAL | NA | Control |
| ERICKSON, CARL, GEORGE | I | PRINCIPAL | NA | Control |
| ERICKSON, CARL, GEORGE | I | PRINCIPAL | NA | Control |
| WOLFE, PAULETTE, WHEELER | I | VICE PRESIDENT, TREASURER AND CHIEF COMPLIANCE OFFICER | NA | |
| WOLFE, PAULETTE, WHEELER | I | VICE PRESIDENT, SECRETARY, CHIEF COMPLIANCE OFFICER AND SHAREHOLDER | NA | Control |
| WOLFE, PAULETTE, WHEELER | I | VICE PRESIDENT, SECRETARY, CHIEF COMPLIANCE OFFICER AND SHAREHOLDER | NA | Control |
| WOLFE, PAULETTE, WHEELER | I | VICE PRESIDENT, SECRETARY, CHIEF COMPLIANCE OFFICER AND SHAREHOLDER | NA | Control |
| WOLFE, PAULETTE, WHEELER | I | VICE PRESIDENT, SECRETARY, CHIEF COMPLIANCE OFFICER AND SHAREHOLDER | NA | Control |
| WOLFE, PAULETTE, WHEELER | I | VICE PRESIDENT, SECRETARY, CHIEF COMPLIANCE OFFICER AND SHAREHOLDER | NA | Control |
| WOLFE, PAULETTE, WHEELER | I | VICE PRESIDENT, SECRETARY, CHIEF COMPLIANCE OFFICER AND SHAREHOLDER | NA | Control |
| WOLFE, PAULETTE, WHEELER | I | VICE PRESIDENT, SECRETARY, CHIEF COMPLIANCE OFFICER AND SHAREHOLDER | NA | Control |
| WOLFE, PAULETTE, WHEELER | I | VICE PRESIDENT, SECRETARY, CHIEF COMPLIANCE OFFICER AND SHAREHOLDER | NA | Control |
| CARL GEORGE ERICKSON, TTEE OF THE CARL G. ERICKSON REV. TRUST DTD 6/9/98 | DE | MAJORITY SHAREHOLDER | E | Control |
| CARL GEORGE ERICKSON, TTEE OF THE CARL G. ERICKSON REV. TRUST DTD 6/9/98 | DE | SOLE SHAREHOLDER | E | Control |
| CARL GEORGE ERICKSON, TTEE OF THE CARL G. ERICKSON REV. TRUST DTD 6/9/98 | DE | SOLE SHAREHOLDER | E | Control |
| CARL GEORGE ERICKSON, TTEE OF THE CARL G. ERICKSON REV. TRUST DTD 6/9/98 | DE | MAJORITY SHAREHOLDER | E | Control |
| CARL GEORGE ERICKSON, TTEE OF THE CARL G. ERICKSON REV. TRUST DTD 6/9/98 | DE | MAJORITY SHAREHOLDER | E | Control |
| CARL GEORGE ERICKSON, TTEE OF THE CARL G. ERICKSON REV. TRUST DTD 6/9/98 | DE | MAJORITY SHAREHOLDER | E | Control |
| CARL GEORGE ERICKSON, TTEE OF THE CARL G. ERICKSON REV. TRUST DTD 6/9/98 | DE | SOLE SHAREHOLDER | E | Control |
| CARL GEORGE ERICKSON, TTEE OF THE CARL G. ERICKSON REV. TRUST DTD 6/9/98 | DE | MAJORITY SHAREHOLDER | E | Control |
| CARL GEORGE ERICKSON, TTEE OF THE CARL G. ERICKSON REV. TRUST DTD 6/9/98 | DE | MAJORITY SHAREHOLDER | E | Control |
| CARL GEORGE ERICKSON, TTEE OF THE CARL G. ERICKSON REV. TRUST DTD 6/9/98 | DE | MAJORITY SHAREHOLDER | E | Control |
| CARL GEORGE ERICKSON, TTEE OF THE CARL G. ERICKSON REV. TRUST DTD 6/9/98 | DE | MAJORITY SHAREHOLDER | E | Control |
| CARL GEORGE ERICKSON, TTEE OF THE CARL G. ERICKSON REV. TRUST DTD 6/9/98 | DE | MAJORITY SHAREHOLDER | E | Control |
| CARL GEORGE ERICKSON, TTEE OF THE CARL G. ERICKSON REV. TRUST DTD 6/9/98 | DE | MAJORITY SHAREHOLDER | E | Control |
| CARL GEORGE ERICKSON, TTEE OF THE CARL G. ERICKSON REV. TRUST DTD 6/9/98 | DE | MAJORITY SHAREHOLDER | E | Control |
| WOLFE, PAULETTE, WHEELER | I | PRESIDENT, CHIEF COMPLIANCE OFFICER AND SOLE SHAREHOLDER | E | Control |
| WOLFE, PAULETTE, WHEELER | I | PRESIDENT, CHIEF COMPLIANCE OFFICER AND SOLE SHAREHOLDER | E | Control |
| WOLFE, PAULETTE, WHEELER | I | PRESIDENT, CHIEF COMPLIANCE OFFICER AND SOLE SHAREHOLDER | E | Control |
| WOLFE, PAULETTE, WHEELER | I | PRESIDENT, CHIEF COMPLIANCE OFFICER AND SOLE SHAREHOLDER | E | Control |
| MARTHA E. COTTRILL, TRUSTEE OF THE MARTHA E. COTTRILL REV. TRUST DTD 6/14/02 | DE | MAJORITY SHAREHOLDER | D | Control |
| MARTHA E. COTTRILL, TRUSTEE OF THE MARTHA E. COTTRILL REV. TRUST DTD 6/14/02 | DE | MAJORITY SHAREHOLDER | D | Control |
| CARL GEORGE ERICKSON, TTEE OF THE CARL G. ERICKSON REV. TRUST DTD 6/9/98 | DE | SHAREHOLDER | C | Control |
| CARL GEORGE ERICKSON, TTEE OF THE CARL G. ERICKSON REV. TRUST DTD 6/9/98 | DE | SHAREHOLDER | C | Control |
| CARL GEORGE ERICKSON, TTEE OF THE CARL G. ERICKSON REV. TRUST DTD 6/9/98 | DE | SHAREHOLDER | C | Control |
| CARL GEORGE ERICKSON, TTEE OF THE CARL G. ERICKSON REV. TRUST DTD 6/9/98 | DE | SHAREHOLDER | C | Control |
| CARL GEORGE ERICKSON, TTEE OF THE CARL G. ERICKSON REV. TRUST DTD 6/9/98 | DE | SHAREHOLDER | C | Control |
| CARL GEORGE ERICKSON, TTEE OF THE CARL G. ERICKSON REV. TRUST DTD 6/9/98 | DE | SHAREHOLDER | C | Control |
| CARL GEORGE ERICKSON, TTEE OF THE CARL G. ERICKSON REV. TRUST DTD 6/9/98 | DE | SHAREHOLDER | C | Control |
| CARL GEORGE ERICKSON, TTEE OF THE CARL G. ERICKSON REV. TRUST DTD 6/9/98 | DE | SHAREHOLDER | C | Control |
| MARTHA E. COTTRILL, TRUSTEE OF THE MARTHA E. COTTRILL REV. TRUST DTD 6/14/02 | DE | MAJORITY SHAREHOLDER | C | Control |
| MARTHA E. COTTRILL, TRUSTEE OF THE MARTHA E. COTTRILL REV. TRUST DTD 6/14/02 | DE | MAJORITY SHAREHOLDER | C | Control |
| MARTHA E. COTTRILL, TRUSTEE OF THE MARTHA E. COTTRILL REV. TRUST DTD 6/14/02 | DE | MAJORITY SHAREHOLDER | C | Control |
| MARTHA E. COTTRILL, TRUSTEE OF THE MARTHA E. COTTRILL REV. TRUST DTD 6/14/02 | DE | MAJORITY SHAREHOLDER | C | Control |
| MARTHA E. COTTRILL, TRUSTEE OF THE MARTHA E. COTTRILL REV. TRUST DTD 6/14/02 | DE | MAJORITY SHAREHOLDER | C | Control |
| MARTHA E. COTTRILL, TRUSTEE OF THE MARTHA E. COTTRILL REV. TRUST DTD 6/14/02 | DE | MAJORITY SHAREHOLDER | C | Control |
| WOLFE, PAULETTE, WHEELER | I | VICE PRESIDENT, TREASURER, CHIEF COMPLIANCE OFFICER AND SHAREHOLDER | A | Control |
| WOLFE, PAULETTE, WHEELER | I | VICE PRESIDENT, TREASURER, CHIEF COMPLIANCE OFFICER AND SHAREHOLDER | A | Control |
| WOLFE, PAULETTE, WHEELER | I | VICE PRESIDENT, TREASURER, CHIEF COMPLIANCE OFFICER AND SHAREHOLDER | A | Control |
| WOLFE, PAULETTE, WHEELER | I | VICE PRESIDENT, TREASURER, CHIEF COMPLIANCE OFFICER AND SHAREHOLDER | A | Control |
| WOLFE, PAULETTE, WHEELER | I | VICE PRESIDENT, TREASURER, CHIEF COMPLIANCE OFFICER AND SHAREHOLDER | A | Control |
| WOLFE, PAULETTE, WHEELER | I | VICE PRESIDENT, TREASURER, CHIEF COMPLIANCE OFFICER AND SHAREHOLDER | A | Control |
| WOLFE, PAULETTE, WHEELER | I | VICE PRESIDENT, TREASURER, CHIEF COMPLIANCE OFFICER AND SHAREHOLDER | A | Control |
| WOLFE, PAULETTE, WHEELER | I | VICE PRESIDENT, TREASURER, CHIEF COMPLIANCE OFFICER AND SHAREHOLDER | A | Control |
| WOLFE, PAULETTE, WHEELER | I | VICE PRESIDENT, TREASURER, CHIEF COMPLIANCE OFFICER AND SHAREHOLDER | A | Control |
| WOLFE, PAULETTE, WHEELER | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER AND SHAREHOLDER | A | Control |
| WOLFE, PAULETTE, WHEELER | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER AND SHAREHOLDER | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| CARL G ERICKSON, TRUSTEE OF THE CARL G ERICKSON REV TRUST DTD 6/9/98 | DE | CARL GEORGE ERICKSON, TTEE OF THE CARL G. ERICKSON REV. TRUST DTD 6/9/98 | E | Control |
| CARL G ERICKSON, TRUSTEE OF THE CARL G ERICKSON REV TRUST DTD 6/9/98 | DE | CARL GEORGE ERICKSON, TTEE OF THE CARL G. ERICKSON REV. TRUST DTD 6/9/98 | E | Control |
| MARTHA E COTTRILL, TRUSTEE OF THE MARTHA E COTTRILL REV TRUST DTD 6/14/02 | DE | MARTHA E COTTRILL REV. TRUST DTD 6/14/02 | D | Control |
| CARL G ERICKSON, TRUSTEE OF THE CARL G ERICKSON REV TRUST DTD 6/9/98 | DE | CARL G ERICKSON REV TRUST DTD 6/9/98 | C | Control |
| CARL G ERICKSON, TRUSTEE OF THE CARL G ERICKSON REV TRUST DTD 6/9/98 | DE | CARL G ERICKSON REV TRUST DTD 6/9/98 | C | Control |
| CARL G ERICKSON, TRUSTEE OF THE CARL G ERICKSON REV TRUST DTD 6/9/98 | DE | CARL G ERICKSON REV TRUST DTD 6/9/98 | C | Control |
| CARL G ERICKSON, TRUSTEE OF THE CARL G ERICKSON REV TRUST DTD 6/9/98 | DE | CARL G ERICKSON REV TRUST DTD 6/9/98 | C | Control |
| CARL G ERICKSON, TRUSTEE OF THE CARL G ERICKSON REV TRUST DTD 6/9/98 | DE | CARL G ERICKSON REV TRUST DTD 6/9/98 | C | Control |
| CARL G ERICKSON, TRUSTEE OF THE CARL G ERICKSON REV TRUST DTD 6/9/98 | DE | CARL G ERICKSON REV TRUST DTD 6/9/98 | C | Control |
| CARL G ERICKSON, TRUSTEE OF THE CARL G ERICKSON REV TRUST DTD 6/9/98 | DE | CARL G ERICKSON REV TRUST DTD 6/9/98 | C | Control |
| MARTHA E COTTRILL, TRUSTEE OF THE MARTHA E COTTRILL REV TRUST DTD 6/14/02 | DE | MARTHA E COTTRILL REV. TRUST DTD 6/14/02 | C | Control |
| MARTHA E COTTRILL, TRUSTEE OF THE MARTHA E COTTRILL REV TRUST DTD 6/14/02 | DE | MARTHA E COTTRILL REV. TRUST DTD 6/14/02 | C | Control |
| MARTHA E COTTRILL, TRUSTEE OF THE MARTHA E COTTRILL REV TRUST DTD 6/14/02 | DE | MARTHA E COTTRILL REV. TRUST DTD 6/14/02 | C | Control |
| MARTHA E COTTRILL, TRUSTEE OF THE MARTHA E COTTRILL REV TRUST DTD 6/14/02 | DE | MARTHA E COTTRILL REV. TRUST DTD 6/14/02 | C | Control |
| MARTHA E COTTRILL, TRUSTEE OF THE MARTHA E COTTRILL REV TRUST DTD 6/14/02 | DE | MARTHA E COTTRILL REV. TRUST DTD 6/14/02 | C | Control |
| MARTHA E COTTRILL, TRUSTEE OF THE MARTHA E COTTRILL REV TRUST DTD 6/14/02 | DE | MARTHA E COTTRILL REV. TRUST DTD 6/14/02 | C | Control |
Registrations
Federal
IA
Nov 5, 2025 REGISTERED
Notice Filings (14)
CA CT FL IL LA MA MD ME NH NY RI TX VA VT
Address
143 NORTH MAIN STREETSUITE 203
CONCORD, NH 03301
United States
Phone: 603-228-5471