Woodstock Corporation
Legal Name: WOODSTOCK CORPORATION
Full Contact Details
Woodstock Corporation
101 ARCH STREET, SUITE 1000, BOSTON, MA
617-227-0600
617-523-0229
Other Info
WOODSTOCK CORPORATION, a Massachusetts-based firm, employs 7 advisors but the number of clients served is undisclosed. It was granted SEC approval on April 4, 1968, and operates under the legal name of Woodstock Corporation.
Private Wealth Management Firm - Woodstock Corporation
Woodstock Corporation - a Boston Private Wealth Management Firm. Investment advisors provide asset management, financial consulting, estate planning
Direct Owners
-
ADRIAN GREGORY DAVIES
CHIEF OPERATING OFFICER, CHIEF INVESTMENT OFFICER owns less than 5%
-
EDWARD ALAN BENJAMIN
DIRECTOR owns less than 5%
-
HENRY PAINE PHIPPEN
SECRETARY owns less than 5%
-
MARIE ELENA GILLESPIE
SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, TREASURER owns less than 5%
-
SAGAMORE OPERATIONS & MANAGEMENT LLC
STOCKHOLDER owns 75% or more
-
WILLIAM HENRY DARLING
CHAIRMAN, PRESIDENT owns less than 5%
-
SAGAMORE OPERATIONS & MANAGEMENT COMPANY LLC
STOCKHOLDER owns 75% or more
Indirect Owners
-
HENRY PAINE PHIPPEN
TRUSTEE
-
HENRY PAINE PHIPPEN
TRUSTEE
-
HENRY PAINE PHIPPEN
ELECTED MANAGER
-
NELSON J DARLING
TRUSTEE
-
PAUL DUNLEIGH SIMPSON
ELECTED MANAGER
-
SARAH DARLING PRUETT
TRUSTEE
-
THE RUTH LACROIX DARLING 1992 APPOINTIVE PROPERTY TRUST
MEMBER owns more than 50% but less than 75%
-
THE SUSANNE LACROIX PHIPPEN 1985 APPOINTIVE PROPERTY TRUST
MEMBER owns more than 50% but less than 75%
-
THOMAS WARD DARLING
TRUSTEE
-
WILLIAM HENRY DARLING
TRUSTEE
-
WILLIAM HENRY DARLING
TRUSTEE
-
WILLIAM HENRY DARLING
ELECTED MANAGER
-
WILLIAM LACROIX PHIPPEN
TRUSTEE
Firms Located Nearby
Top Holdings
- MICROSOFT CORP $29,977k
- INTUITIVE SURGIC INC $20,829k
- O'REILLY AUTOMOTIVE $19,799k
- HOME DEPOT INC $14,518k
- PEPSICO INC $13,196k
- DISNEY WALT CO $12,938k
- MEDTRONIC PLC $12,870k
- JOHNSON & JOHNSON $12,497k
- Apple Inc $12,292k
- ADP $11,931k