Woodstock Corporation

Overview

Woodstock Corporation is an independent registered investment adviser organized as a corporation that provides discretionary portfolio management to both individuals/families and institutional clients. The firm is SEC-registered (initial registration recorded in 1968). Its ownership structure includes domestic entity and individual owners. Business models combine a standard percentage-of-AUM fee schedule with arrangements that can include performance-based fees. Advisory activity centers on managing portfolios for individuals, small businesses, and larger business or institutional accounts. Woodstock reports relationships with a trust company and an accounting firm as part of its industry affiliations. The firm does not identify as an active ESG investor and is not listed as a multi-state or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives