# WHITEGATE INVESTMENT COUNSELORS, INC.

WHITEGATE INVESTMENT COUNSELORS, INC. of CONCORD, NH is an SEC-registered investment adviser.

## Registration

- CRD: 107732
- Type: SEC-registered investment adviser
- SEC file number: 801-40719
- Location: 143 NORTH MAIN STREET, SUITE 203, CONCORD, NH, 03301
- Phone: 603-228-5471
- Latest filing: 2026-03-30
- Regulatory AUM: $545.4M
- Discretionary AUM: $535.4M
- Non-discretionary AUM: $10.0M
- Clients: 3
- Accounts: 477

## Business model

- Compensation: % of AUM, Hourly
- Clients served: High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Paulette Wheeler Wolfe | PRESIDENT, CHIEF COMPLIANCE OFFICER AND SOLE SHAREHOLDER | — |
| COTTRILL MARTHA ELIZABETH | PRESIDENT AND TREASURER; PRINCIPAL | — |
| ERICKSON CARL GEORGE | PRESIDENT AND SECRETARY; PRESIDENT, SECRETARY, TREASURER; PRINCIPAL | — |
| WOLFE PAULETTE WHEELER | CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER AND SHAREHOLDER; PRESIDENT, CHIEF COMPLIANCE OFFICER AND SOLE SHAREHOLDER (+3 more) | — |
| BURGESS KIMBERLEE GRILLO | VICE PRESIDENT & GENERAL COUNSEL | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/107732/brochure
- Similar advisers: https://search.stillhousedata.com/firm/107732/similar
- Related entities: https://search.stillhousedata.com/firm/107732/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/107732

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.