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Stamps, Woodsum & Co. Iv (Boston)


Stamps, Woodsum & Co. Iv is a pension cosultant based in Boston. It manages $24.13 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Massachusetts.

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Stamps, Woodsum & Co. Iv provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Stamps, Woodsum & Co. Iv: assets under management

The assets under management (AUM) of Stamps, Woodsum & Co. Iv is $24.13 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -84% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $24.13 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $12.07 million each.
Stamps, Woodsum & Co. Iv has custody of $24.13 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Stamps, Woodsum & Co. Iv for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 10 indirect owners.

Name Entity Date acquired Ownership Employer ID
Walter German Kortschak Trustee 1 Aug 1990 Other 4947356
Llc Summit Master Company General partner 1 Aug 1999 Other 04-3478655
Walter German Kortschak Board member 1 Aug 1999 Other 4947356
Stephen Gilbert Woodsum Board member 1 Aug 1999 Other 4947280
Thomas Scott Roberts Board member 1 Dec 2000 Other 4947357
Martin Joseph Mannion Board member 1 Dec 2000 Other 1299321
Bruce Roger Evans Board member 1 Dec 2000 Other 4947358
Joseph Francis Trustey Board member 1 Dec 2000 Other 4947359
Gregory Milton Avis Trustee 1 May 2005 Other 728552
James Richard Westra Board member 1 Apr 2006 Other 1491386

Based in Boston

The principal office where Stamps, Woodsum & Co. Iv performs its advisory services is located at 222 Berkeley Street, Boston, MA 02116, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-824-1000 or by fax 617-824-1100. The normal business hours are 8:00 am-5:00 pm on Monday - Friday. You can find more information about the New York firm at www.summitpartners.com.


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