Woodstock Corporation
● SEC registered since 1968CRD 110662SEC# 801-4782Boston, MA
Reg. AUM
$1.29B
Employees
10
Accounts
577
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 $1.3 billion in regulatory assets under management and employs 10 people.
Woodstock Corporation owners & executives
13 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Adrian Gregory Davies Control | President, Chief Investment Officer | Under 5% | 2020 |
| Christopher M Leich Control | Director | Under 5% | 2019 |
| David Martin Levesque Control | Svp, Administration, Treasurer, Chief Compliance Officer | Under 5% | 2021 |
See all 13 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Woodstock Corporation manage?
Woodstock Corporation reports $1.3 billion in regulatory assets under management on its Form ADV.
How many employees does Woodstock Corporation have?
Woodstock Corporation reports 10 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
| Address | 21 Custom House Street, 5th Floor, Boston, MA 02110 |
| Phone | 617-227-0600 |
| Office hours | 8:45 A.M To 4:45 p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 108295 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$1.29B▲ 9%
Jun '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 29%
Larger than 71% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$1.29Bregulatory AUM
Discretionary $1.29B