Woodstock

What Woodstock does

Woodstock Corporation is a Boston-based, fee-only registered investment advisor founded in 1929 by William A. Paine originally as a single-family office and now serving high-net-worth individuals and multigenerational families. The firm manages approximately $1.2 billion in client assets as of March 31, 2025, with some clients in their third or fourth generation of working with the firm. Woodstock is majority family-owned through Sagamore Operations and Management, LLC, governed by a board of directors chaired by William H. Darling, with Adrian G. Davies serving as President, CIO, and COO. The firm holds registered investment advisor status and operates under a fiduciary obligation, declining commissions on product sales.

The firm's core product is discretionary investment management delivered security-by-security, paired with integrated service modules covering tax planning and coordination, retirement and distribution planning, generational wealth transfer, trust and fiduciary services, family governance and succession planning, and coordination with clients' external professional advisors. Woodstock emphasizes a low accounts-to-portfolio-manager ratio, individualized tax-loss selling, and direct senior decision-maker access as operational differentiators. Client assets are custodied with Fidelity, providing independent oversight and reporting; integrated fiduciary services are delivered through affiliated Agawam Trust and Management, LLC.

Woodstock's revenue model is asset-based management fees supplemented by performance-based fees. The go-to-market motion is sales-led and relationship-driven, with the firm explicitly identifying client referrals as its primary business-development channel. The 11-50 employee firm supports a small, senior portfolio manager bench and markets through content channels including a Quarterly Market Perspectives newsletter, the Evergreen monthly e-newsletter, thought-leadership articles on topics such as private equity, agentic AI, and long-term investing, and a LinkedIn corporate presence. The operating geography is regional, focused on the Northeast United States with headquarters at 21 Custom House Street, 5th Floor, Boston.

Name

Woodstock

Legal name

Woodstock Corporation

Website

https://woodstockcorp.com

Company type

Private

Founded year

1929

Operating status

Operating

Headcount range

11–50 employees

Short description

Woodstock Corporation is a Boston-based, fee-only registered investment advisor founded in 1929, managing approximately $1.2 billion for high-net-worth individuals and multigenerational families through personalized investment management, tax, estate, and trust services.

Ownership category

akta.pro rank

Product category

Private Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH)

akta.pro secondary industries

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA), Specialized/Niche-Vertical RIAs (e.g., Medical, Tech, Executives, Athletes) (FSAAACAL)

Keywords

• Private wealth management
• Investment advisory services
• Portfolio management
• Fiduciary financial services
• Family office services

Headquarters

HQ city

Boston

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Asset-Based Management Fees: Woodstock charges asset-based fees for investment management services. As a fee-only RIA, the firm does not accept commissions for the sale of securities or products.
2. Performance-Based Fees: The firm also charges performance-based fees in addition to asset-based fees.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Woodstock is a fee-only registered investment advisor (RIA) providing personalized investment management and integrated wealth planning services to high-net-worth individuals and multigenerational families. Portfolio managers construct customized portfolios security-by-security, supported by in-house research, and coordinate tax, retirement, estate, trust, and generational wealth transfer planning. Client assets are held in independent custody with Fidelity.

Product overview

Woodstock offers a unified wealth management platform for high-net-worth individuals and families. The core offering is Investment Management, where portfolio managers build and manage customized portfolios security-by-security. This core is supplemented by integrated service modules including Tax Planning & Coordination, Retirement & Distribution Planning, Generational Wealth Transfer, Trust & Fiduciary Services, Family Governance & Succession Planning, and Coordination with Professional Advisors. All client assets are held in custody with Fidelity for independent oversight and reporting.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Management Discretionary portfolio management for high-net-worth individuals and families, where Woodstock's portfolio managers build and manage customized portfolios security-by-security guided by in-house research, risk considerations, and client-specific objectives. The service includes dedicated portfolio manager assignment, low account-to-manager ratios, and independent custody with Fidelity.
• Trust & Fiduciary Services Trust administration and fiduciary services for clients with complex estate planning and wealth transfer needs, delivered as trustee or in coordination with affiliated fiduciary Agawam Trust and Management, LLC. Designed for high-net-worth families requiring professional trustee, accounting, and tax coordination across trust structures.

Quantifiable outcome

• Tax-loss harvesting can generate 0.47%-1.27% additional annual after-tax returns

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Partnerships

Three partnerships are on record, tiered core.

• FidelitycoreOthersFidelity provides independent custody, reporting, and oversight for client assets. This partnership ensures asset safety and provides transparent reporting for Woodstock clients.
• Agawam Trust and Management, LLCcoreStrategic or Co-development PartnerAffiliated fiduciary company that provides trustee, accounting and tax services to various family and unrelated trusts, individuals and business entities in coordination with Woodstock Corporation.
• Woodstock ServicescoreStrategic or Co-development PartnerSister company providing operational support to portfolio managers, handling customer service, administrative tasks, and enabling portfolio managers to focus on client issues and investment analysis.

Scale indicators4 records

Recent moves6 records

Expansion highlights4 records

Market position

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/woodstock-corporation

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Woodstock