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⚲
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| Woodstock Corporation
✚
|
|
|---|---|
| CRD # | 110662 |
| SEC # | 801-4782 |
| CIK # | 0001008877 |
| AUM | $997.1 MM (2022-06-29) |
| Employees | 8 (100% Investors, 0% Brokers) |
| Phone | 617-227-0600 |
| Address | 101 Arch Street Boston, MA 02110 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| CIK | Period |
|---|---|
| 0001008877 | |
| / | |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 97 | 44.0 |
| (b) Individuals (high net worth individuals) | 135 | 897.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 13.8 |
| (h) Charitable organizations | 8 | 25.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 16.4 |
| (n) Other | 0 | 0.0 |
| Total | 554 | 997.1 |
| By Discretionary | ||
| Discretionary | 553 | 994.5 |
| Non-Discretionary | 1 | 2.6 |
| Total | 554 | 997.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.0 | |
| United States Persons | 993.1 | |
| Total | 554 | 997.1 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001008877] |
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|---|---|---|
|
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✚
|
MN | 1.0 |
|
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IL | 1.0 |
|
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VA | 1.0 |
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TX | 1.0 |
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PA | 1.0 |
|
Urban Financial Advisory Corp
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IL | 1.0 |
|
Veriti Management LLC
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MA | 1.0 |