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CRD 108711
BOSTON, MA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| STEPHEN DALTON BARRETT | n/a | BOSTON, MA | 27 | 32 | 1 | no |
| ERIC PAUL BERTONAZZI | n/a | BOSTON, MA | 27 | 31 | n/a | yes |
| GUSTAVO ADOLFO ARISTIZABAL | n/a | BOSTON, MA | 27 | 29 | 1 | yes |
| DONALD OGDEN ROSS | n/a | BOSTON, MA | 25 | 30 | n/a | yes |
| MICHAEL FRANCIS DWYER | n/a | BOSTON, MA | 25 | 45 | n/a | yes |
| PAUL BRIAN PERDIGAO | n/a | BOSTON, MA | 24 | 28 | n/a | yes |
| JEFFREY DAVID FABRIZIO | n/a | BOSTON, MA | 13 | 24 | n/a | yes |
| MATTHEW KIRK SENEY | Chartered Financial Analyst | BOSTON, MA | 13 | 24 | n/a | yes |
| MICHAEL WILLIAM, III SIRACUSE | n/a | BOSTON, MA | 13 | 22 | n/a | yes |
| SALIM MARK KHANACHET | n/a | BOSTON, MA | 13 | 16 | n/a | yes |
| AHMET GUCUM | n/a | BOSTON, MA | 3 | 15 | n/a | no |
| Everett Clinton Lewis | n/a | BOSTON, MA | 3 | 13 | 1 | yes |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| WAINWRIGHT RENAISSANCE FUND 1, L.P. (SERIES A LIMITED PARTNERSHIP INTERESTS) | Hedge Fund | $13.6M | Aug 17, 2026 | 12 | Mar 27, 2015 | reported | 021-179853 |
| WAINWRIGHT DREADNOUGHT MASTER FUND L.P. | Hedge Fund | $383,815 | Jun 28, 2016 | 2 | Mar 28, 2014 | dropped | 021-210448 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BARRETT, STEPHEN, DALTON | MEMBER OF BOARD OF MANAGERS | A | yes | 01/2005 | Aug 17, 2026 | Aug 17, 2026 |
| BERTONAZZI, ERIC, PAUL | CHAIRMAN OF BOARD OF MANAGERS, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER PRESIDENT AND CORPORATE SECRETARY | C | yes | 07/2013 | Aug 17, 2026 | Aug 17, 2026 |
| MARTINS, PAUL, GEORGE | MEMBER OF BOARD OF MANAGERS, CHIEF FINANCIAL & ADMINISTRATIVE OFFICER | Na | yes | 07/2013 | Aug 17, 2026 | Aug 17, 2026 |
| ARISTIZABAL, GUSTAVO, ADOLFO | MEMBER OF WAINWRIGHT BOARD, PRESIDENT AND CORPORATE SECRETARY | A | yes | 11/2015 | Mar 30, 2012 | Nov 26, 2024 |
| SENEY, MATTHEW, KIRK | CHIEF OPERATING OFFICER, DEPUTY CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER | A | no | 07/2013 | Aug 17, 2026 | Aug 17, 2026 |
| WCH HOLDINGS CORP. | Owner | A | no | 10/2015 | Aug 17, 2026 | Aug 17, 2026 |
| CLARK, ROBERT, LEE | Owner | Na | no | 12/2013 | Sep 18, 2014 | Nov 26, 2024 |
| FABRIZIO, JEFFREY, DAVID | DIRECTOR OF RESEARCH | Na | no | 07/2013 | Jul 31, 2013 | Nov 26, 2024 |
| LEONARD, MARGARET, LORENE | CHIEF COMPLIANCE OFFICER | Na | no | 12/2015 | Dec 7, 2015 | Nov 26, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| WAINWRIGHT CAPITAL PARTNERS, LLC | n/a | n/a | n/a | Y | no | n/a |
| WAINWRIGHT GLOBAL CAPITAL, LP | n/a | n/a | n/a | Y | no | n/a |
| WFS, LLC | n/a | n/a | n/a | Y | no | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 | $5.5B | $127M | 17 | 10 | 0 | 1 | n/a |
| 2024 | Mar 28, 2025 | $5.5B | $112M | 16 | 10 | 0 | 1 | n/a |
| 2023 | Mar 28, 2024 | $4.9B | $105M | 16 | 10 | 0 | 1 | $15.1M |
| 2022 | Mar 31, 2023 | $4.4B | $80.6M | 18 | 11 | 0 | 1 | $15.0M |
| 2021 | Mar 30, 2022 | $4.9B | $84.2M | 18 | 11 | 0 | 1 | $16.8M |
| 2020 | Mar 30, 2021 | $4.1B | $54.5M | 20 | 9 | 0 | 1 | $15.0M |
| 2019 | Mar 30, 2020 | $3.8B | $39.4M | 20 | 9 | 0 | 1 | $18.8M |
| 2018 | Mar 29, 2019 | $3.5B | $36.3M | 22 | 9 | 1 | 1 | $17.4M |
| 2017 | Mar 29, 2018 | $3.6B | $71.6M | 22 | 9 | 1 | 1 | $17.4M |
| 2016 | Mar 30, 2017 | $3.2B | $65.5M | 19 | 10 | n/a | 1 | $14.8M |
| 2015 | Mar 30, 2016 | $3.0B | $71.1M | 19 | 10 | n/a | 2 | $11.8M |
| 2014 | Mar 27, 2015 | $4.1B | $91.7M | 19 | 11 | n/a | 2 | $13.5M |
| 2013 | Mar 28, 2014 | $4.4B | $54.9M | 21 | 11 | n/a | 1 | $4.8M |
| 2012 | Apr 1, 2013 | $3.7B | $13.2M | 19 | 14 | n/a | n/a | n/a |
| 2011 | Mar 30, 2012 | $3.4B | $9.9M | n/a | n/a | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $5.5B | $5.5B | -0.6% | $4.4B | 7.9% | 17 | 16 | 0 | 0 |