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Woodstock Corporation

● SEC registered since 1968CRD 110662SEC# 801-4782Boston, MA
Export (members)
Reg. AUM
$1.19B
Employees
7
Accounts
568
Location
Boston, MA

Woodstock Corporation assets under management

Woodstock Corporation operates as an SEC-registered investment adviser based in Boston, MA. The firm has been registered since 1968. It reports $1.2 billion in regulatory assets under management and employs 7 people.

Woodstock Corporation owners & executives

15 reported
NameTitleOwnershipSince
Adrian Gregory Davies ControlPresident, Chief Investment OfficerUnder 5%2020
Christopher M Leich ControlDirectorUnder 5%2019
David Martin Levesque ControlSvp, Administration, Treasurer, Chief Compliance OfficerUnder 5%2021
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Frequently asked questions

How much does Woodstock Corporation manage?

Woodstock Corporation reports $1.2 billion in regulatory assets under management on its Form ADV.

How many employees does Woodstock Corporation have?

Woodstock Corporation reports 7 employees.

Where is Woodstock Corporation located?

Woodstock Corporation is based in Boston, MA and has been SEC-registered since 1968.

Does Woodstock Corporation disclose fund performance?

Woodstock Corporation is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address101 Arch Street, Suite 1000, Boston, MA 02110
Phone617-227-0600
Office hours8:45 A.M To 4:45 p.m.
SEC regionBoston Regional Office (BRO)
CIK108295
Discloses disciplinary historyYes

Assets under management

Discretionary$1.19B
Non-discretionary$0
Total (RAUM)$1.19B