Investment adviser · CRD 110662
WOODSTOCK CORPORATION
Investment adviser filing (IA)
BOSTON, MA, United States · Form ADV filed Jun 29, 2026
- Regulatory AUM
- $1.29B Form ADV · Item 5.F
- Client accounts
- 577 Accounts, not individual clients
- Employees
- 10 Reported in this filing
- Advisory professionals
- 8 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 140 | $1,170,741,492 | 90.6% |
| Individuals | 90 | $46,263,165 | 3.6% |
| Charities | 8 | $30,335,132 | 2.3% |
| Corporations & businesses | Fewer than 5 | $23,101,331 | 1.8% |
| Retirement plans | Fewer than 5 | $21,433,340 | 1.7% |
Filing source
Form ADV 2111778 · Jun 29, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 29, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Performance-based
Principal office
21 CUSTOM HOUSE STREET, 5TH FLOORBOSTON, MA, 02110, United States
CRD 110662
Filing source
Form ADV 2111778 · Jun 29, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.