WAINWRIGHT INVESTMENT COUNSEL LLC
CRD #108711 SEC #801-56485 BOSTON, MA 617-531-3100
SEC Registered Private Funds
Total AUM
$5.5B
Discretionary
$112M
Employees
16
Clients
0
Accounts
207
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $5.5B | $112M | $5.4B | 16 | 0 |
| Mar 2025 | $5.5B | $112M | $5.4B | 16 | 0 |
| Nov 2024 | $4.9B | $105.4M | $4.8B | 16 | 0 |
| Jun 2024 | $4.9B | $105.4M | $4.8B | 16 | 0 |
| Mar 2024 | $4.9B | $105.4M | $4.8B | 16 | 0 |
| May 2023 | $4.4B | $80.6M | $4.3B | 18 | 0 |
| Mar 2023 | $4.4B | $80.6M | $4.3B | 18 | 0 |
| Jun 2022 | $4.9B | $84.2M | $4.8B | 18 | 0 |
| Mar 2022 | $4.9B | $84.2M | $4.8B | 18 | 0 |
| Jan 2022 | $4.1B | $54.5M | $4B | 20 | 1 |
| Oct 2021 | $4.1B | $54.5M | $4B | 20 | 1 |
| Jul 2021 | $4.1B | $54.5M | $4B | 20 | 1 |
| Jun 2021 | $4.1B | $54.5M | $4B | 20 | 1 |
| Apr 2021 | $4.1B | $54.5M | $4B | 20 | 1 |
| Apr 2021 | $4.1B | $54.5M | $4B | 20 | 1 |
| Mar 2021 | $4.1B | $54.5M | $4B | 20 | 1 |
| Jun 2020 | $3.8B | $39.4M | $3.7B | 20 | 1 |
| Jun 2020 | $3.8B | $39.4M | $3.7B | 20 | 1 |
| Mar 2020 | $3.8B | $39.4M | $3.7B | 20 | 1 |
| May 2019 | $3.5B | $36.3M | $3.4B | 22 | 1 |
| Mar 2019 | $3.5B | $36.3M | $3.4B | 22 | 1 |
| Jun 2018 | $3.6B | $71.6M | $3.5B | 22 | 1 |
| Mar 2018 | $3.6B | $71.6M | $3.5B | 22 | 1 |
| Jun 2017 | $3.2B | $65.5M | $3.1B | 19 | 150 |
| Mar 2017 | $3.2B | $65.5M | $3.1B | 19 | 150 |
| Sep 2016 | $3B | $71.1M | $2.9B | 19 | 100 |
| Aug 2016 | $3B | $71.1M | $2.9B | 19 | 100 |
| Jun 2016 | $3B | $71.1M | $2.9B | 19 | 100 |
| Jun 2016 | $3B | $71.1M | $2.9B | 19 | 100 |
| Mar 2016 | $3B | $71.1M | $2.9B | 19 | 100 |
| Dec 2015 | $4.1B | $91.7M | $4B | 19 | 100 |
| Dec 2015 | $4.1B | $91.7M | $4B | 19 | 100 |
| Nov 2015 | $4.1B | $91.7M | $4B | 19 | 100 |
| Oct 2015 | $4.1B | $91.7M | $4B | 19 | 100 |
| Jun 2015 | $4.1B | $91.7M | $4B | 19 | 100 |
| Apr 2015 | $4.1B | $91.7M | $4B | 19 | 100 |
| Mar 2015 | $4.1B | $91.7M | $4B | 19 | 100 |
| Dec 2014 | $4.4B | $54.9M | $4.3B | 20 | 100 |
| Sep 2014 | $4.4B | $54.9M | $4.3B | 21 | 100 |
| Aug 2014 | $4.4B | $54.9M | $4.3B | 21 | 100 |
| Mar 2014 | $4.4B | $54.9M | $4.3B | 21 | 100 |
| Jan 2014 | $3.7B | $13.2M | $3.7B | 20 | 127 |
| Nov 2013 | $3.7B | $13.2M | $3.7B | 20 | 127 |
| Jul 2013 | $3.7B | $13.2M | $3.7B | 20 | 127 |
| Jun 2013 | $3.7B | $13.2M | $3.7B | 20 | 127 |
| Apr 2013 | $3.7B | $13.2M | $3.7B | 20 | 127 |
| Apr 2013 | $3.7B | $13.2M | $3.7B | 19 | 127 |
| Oct 2012 | $3.4B | $9.9M | $3.4B | 20 | 128 |
| Mar 2012 | $3.4B | $9.9M | $3.4B | 11 | 128 |
| May 2011 | $3.4B | $8.5M | $3.4B | -- | -- |
| Apr 2011 | $3.4B | $8.5M | $3.4B | -- | -- |
| Jun 2010 | $4B | $20.9K | $4B | -- | -- |
| Mar 2008 | $4B | $89.1M | $3.9B | -- | -- |
| Mar 2007 | $4.1B | $67.1M | $4B | -- | -- |
| Oct 2003 | $3.5B | $6M | $3.5B | -- | -- |
| Apr 2002 | $3.3B | $0 | $3.3B | -- | -- |
| Mar 2002 | $3.3B | $0 | $3.3B | -- | -- |
DateJun 2025
Total AUM$5.5B
Discretionary$112M
Non-Disc.$5.4B
Employees16
Clients0
DateMar 2025
Total AUM$5.5B
Discretionary$112M
Non-Disc.$5.4B
Employees16
Clients0
DateNov 2024
Total AUM$4.9B
Discretionary$105.4M
Non-Disc.$4.8B
Employees16
Clients0
DateJun 2024
Total AUM$4.9B
Discretionary$105.4M
Non-Disc.$4.8B
Employees16
Clients0
DateMar 2024
Total AUM$4.9B
Discretionary$105.4M
Non-Disc.$4.8B
Employees16
Clients0
DateMay 2023
Total AUM$4.4B
Discretionary$80.6M
Non-Disc.$4.3B
Employees18
Clients0
DateMar 2023
Total AUM$4.4B
Discretionary$80.6M
Non-Disc.$4.3B
Employees18
Clients0
DateJun 2022
Total AUM$4.9B
Discretionary$84.2M
Non-Disc.$4.8B
Employees18
Clients0
DateMar 2022
Total AUM$4.9B
Discretionary$84.2M
Non-Disc.$4.8B
Employees18
Clients0
DateJan 2022
Total AUM$4.1B
Discretionary$54.5M
Non-Disc.$4B
Employees20
Clients1
DateOct 2021
Total AUM$4.1B
Discretionary$54.5M
Non-Disc.$4B
Employees20
Clients1
DateJul 2021
Total AUM$4.1B
Discretionary$54.5M
Non-Disc.$4B
Employees20
Clients1
DateJun 2021
Total AUM$4.1B
Discretionary$54.5M
Non-Disc.$4B
Employees20
Clients1
DateApr 2021
Total AUM$4.1B
Discretionary$54.5M
Non-Disc.$4B
Employees20
Clients1
DateApr 2021
Total AUM$4.1B
Discretionary$54.5M
Non-Disc.$4B
Employees20
Clients1
DateMar 2021
Total AUM$4.1B
Discretionary$54.5M
Non-Disc.$4B
Employees20
Clients1
DateJun 2020
Total AUM$3.8B
Discretionary$39.4M
Non-Disc.$3.7B
Employees20
Clients1
DateJun 2020
Total AUM$3.8B
Discretionary$39.4M
Non-Disc.$3.7B
Employees20
Clients1
DateMar 2020
Total AUM$3.8B
Discretionary$39.4M
Non-Disc.$3.7B
Employees20
Clients1
DateMay 2019
Total AUM$3.5B
Discretionary$36.3M
Non-Disc.$3.4B
Employees22
Clients1
DateMar 2019
Total AUM$3.5B
Discretionary$36.3M
Non-Disc.$3.4B
Employees22
Clients1
DateJun 2018
Total AUM$3.6B
Discretionary$71.6M
Non-Disc.$3.5B
Employees22
Clients1
DateMar 2018
Total AUM$3.6B
Discretionary$71.6M
Non-Disc.$3.5B
Employees22
Clients1
DateJun 2017
Total AUM$3.2B
Discretionary$65.5M
Non-Disc.$3.1B
Employees19
Clients150
DateMar 2017
Total AUM$3.2B
Discretionary$65.5M
Non-Disc.$3.1B
Employees19
Clients150
DateSep 2016
Total AUM$3B
Discretionary$71.1M
Non-Disc.$2.9B
Employees19
Clients100
DateAug 2016
Total AUM$3B
Discretionary$71.1M
Non-Disc.$2.9B
Employees19
Clients100
DateJun 2016
Total AUM$3B
Discretionary$71.1M
Non-Disc.$2.9B
Employees19
Clients100
DateJun 2016
Total AUM$3B
Discretionary$71.1M
Non-Disc.$2.9B
Employees19
Clients100
DateMar 2016
Total AUM$3B
Discretionary$71.1M
Non-Disc.$2.9B
Employees19
Clients100
DateDec 2015
Total AUM$4.1B
Discretionary$91.7M
Non-Disc.$4B
Employees19
Clients100
DateDec 2015
Total AUM$4.1B
Discretionary$91.7M
Non-Disc.$4B
Employees19
Clients100
DateNov 2015
Total AUM$4.1B
Discretionary$91.7M
Non-Disc.$4B
Employees19
Clients100
DateOct 2015
Total AUM$4.1B
Discretionary$91.7M
Non-Disc.$4B
Employees19
Clients100
DateJun 2015
Total AUM$4.1B
Discretionary$91.7M
Non-Disc.$4B
Employees19
Clients100
DateApr 2015
Total AUM$4.1B
Discretionary$91.7M
Non-Disc.$4B
Employees19
Clients100
DateMar 2015
Total AUM$4.1B
Discretionary$91.7M
Non-Disc.$4B
Employees19
Clients100
DateDec 2014
Total AUM$4.4B
Discretionary$54.9M
Non-Disc.$4.3B
Employees20
Clients100
DateSep 2014
Total AUM$4.4B
Discretionary$54.9M
Non-Disc.$4.3B
Employees21
Clients100
DateAug 2014
Total AUM$4.4B
Discretionary$54.9M
Non-Disc.$4.3B
Employees21
Clients100
DateMar 2014
Total AUM$4.4B
Discretionary$54.9M
Non-Disc.$4.3B
Employees21
Clients100
DateJan 2014
Total AUM$3.7B
Discretionary$13.2M
Non-Disc.$3.7B
Employees20
Clients127
DateNov 2013
Total AUM$3.7B
Discretionary$13.2M
Non-Disc.$3.7B
Employees20
Clients127
DateJul 2013
Total AUM$3.7B
Discretionary$13.2M
Non-Disc.$3.7B
Employees20
Clients127
DateJun 2013
Total AUM$3.7B
Discretionary$13.2M
Non-Disc.$3.7B
Employees20
Clients127
DateApr 2013
Total AUM$3.7B
Discretionary$13.2M
Non-Disc.$3.7B
Employees20
Clients127
DateApr 2013
Total AUM$3.7B
Discretionary$13.2M
Non-Disc.$3.7B
Employees19
Clients127
DateOct 2012
Total AUM$3.4B
Discretionary$9.9M
Non-Disc.$3.4B
Employees20
Clients128
DateMar 2012
Total AUM$3.4B
Discretionary$9.9M
Non-Disc.$3.4B
Employees11
Clients128
DateMay 2011
Total AUM$3.4B
Discretionary$8.5M
Non-Disc.$3.4B
Employees--
Clients--
DateApr 2011
Total AUM$3.4B
Discretionary$8.5M
Non-Disc.$3.4B
Employees--
Clients--
DateJun 2010
Total AUM$4B
Discretionary$20.9K
Non-Disc.$4B
Employees--
Clients--
DateMar 2008
Total AUM$4B
Discretionary$89.1M
Non-Disc.$3.9B
Employees--
Clients--
DateMar 2007
Total AUM$4.1B
Discretionary$67.1M
Non-Disc.$4B
Employees--
Clients--
DateOct 2003
Total AUM$3.5B
Discretionary$6M
Non-Disc.$3.5B
Employees--
Clients--
DateApr 2002
Total AUM$3.3B
Discretionary$0
Non-Disc.$3.3B
Employees--
Clients--
DateMar 2002
Total AUM$3.3B
Discretionary$0
Non-Disc.$3.3B
Employees--
Clients--