Woodstock Corporation
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 110662
- Registered since
- April 4, 1968
- Website
- www.woodstockcorp.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI90.62%
- Individuals3.58%
- Charitable Organizations2.35%
- Corporations / Businesses1.79%
- Pension & Profit Sharing Plans1.66%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Woodstock Corporation is a long-established, SEC-registered corporate advisory firm that provides discretionary portfolio management to both high-net-worth individuals/families and institutional or business clients. The firm’s advisory remit covers portfolio management for individuals and small businesses as well as for businesses or institutions. Its fee model combines a percentage-of-AUM structure with the possibility of performance-based fees. Woodstock does not identify as an active ESG investor, and its public filings indicate a domestic ownership structure with ties to trust and accounting organizations.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities89%
- Cash & Cash Equivalents8%
- Non-Exchange Traded Equities1%
- Investment Grade Corp Bonds1%
- Other1%
Owners & executives
1 of 1
William Darling
Chairman & CEOCRD 4393529
Contacts
3 of 10
Lisa Supple
Vice PresidentCRD 1981654
Robert Sanders
Senior Vice PresidentCRD 4301206
James Garrett
Vice PresidentCRD 8041328
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 16Active vs passive
$47.9M in ETFs
100%
$47.9M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL MID-CAP ETF (IWR) | BlackRock | Passive | Mid Cap Blend | $17.2M | 156,185 | 35.95% |
Location
Boston, MA
Suffolk
Location
Boston, MA
Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Suffolk
- Address
- 21 Custom House St
- Time zone
- ET (UTC-5)
- Office locations
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