RIA Intelligence

STAMPS, WOODSUM & CO. IV

CRD #135268 SEC #801-64274 BOSTON, MA 617-824-1000
SEC Registered
Total AUM
$148.7M
Discretionary
$148.7M
Employees
51
Clients
--
Accounts
2

Firm Details

Organization Type
Partnership
State of Formation
Massachusetts
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Oct 13, 2005
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
AVIS, GREGORY, MILTONIGENERAL PARTNERNA
AVIS, GREGORY, MILTONITRUSTEE OF THE GREGORY M. AND ANNE R. AVIS FAMILY TRUSTNA
AVIS, GREGORY, MILTONIGENERAL PARTNERNA
AVIS, GREGORY, MILTONITRUSTEE OF THE GREGORY M. AND ANNE R. AVIS FAMILY TRUSTNA
AVIS, GREGORY, MILTONIGENERAL PARTNERNA
AVIS, GREGORY, MILTONITRUSTEE OF THE GREGORY M. AND ANNE R. AVIS FAMILY TRUSTNA
AVIS, GREGORY, MILTONIGENERAL PARTNERNA
AVIS, GREGORY, MILTONITRUSTEE OF THE GREGORY M. AND ANNE R. AVIS FAMILY TRUSTNA
CHUNG, PETER, YIGENERAL PARTNERNA
CHUNG, PETER, YIGENERAL PARTNERNA
CHUNG, PETER, YIGENERAL PARTNERNA
CHUNG, PETER, YIGENERAL PARTNERNA
CHUNG, PETER, YIGENERAL PARTNERNA
CHUNG, PETER, YIGENERAL PARTNERNA
CHUNG, PETER, YIGENERAL PARTNERNA
DEVEREUX, ROBIN, WINTERSICHIEF COMPLIANCE OFFICERNA Control
DEVEREUX, ROBIN, WINTERSICHIEF COMPLIANCE OFFICERNA Control
DEVEREUX, ROBIN, WINTERSICHIEF COMPLIANCE OFFICERNA Control
DEVEREUX, ROBIN, WINTERSICHIEF COMPLIANCE OFFICERNA Control
DEVEREUX, ROBIN, WINTERSICHIEF COMPLIANCE OFFICERNA Control
DEVEREUX, ROBIN, WINTERSICHIEF COMPLIANCE OFFICERNA Control
DEVEREUX, ROBIN, WINTERSICHIEF COMPLIANCE OFFICERNA Control
KORTSCHAK, WALTER, GERMANIGENERAL PARTNERNA
KORTSCHAK, WALTER, GERMANIGENERAL PARTNERNA
KORTSCHAK, WALTER, GERMANITRUSTEE OF THE WALTER G. KORTSCHAK AND MARCIA B. KORTSCHAK FAMILY TRUSTNA
KORTSCHAK, WALTER, GERMANIGENERAL PARTNERNA
KORTSCHAK, WALTER, GERMANIGENERAL PARTNERNA
KORTSCHAK, WALTER, GERMANITRUSTEE OF THE WALTER G. KORTSCHAK AND MARCIA B. KORTSCHAK FAMILY TRUSTNA
KORTSCHAK, WALTER, GERMANIGENERAL PARTNERNA
KORTSCHAK, WALTER, GERMANITRUSTEE OF THE WALTER G. KORTSCHAK AND MARCIA B. KORTSCHAK FAMILY TRUSTNA
KORTSCHAK, WALTER, GERMANIGENERAL PARTNERNA
KORTSCHAK, WALTER, GERMANIGENERAL PARTNERNA
MOHAN, KEVIN, PATRICKIGENERAL PARTNERNA
MOHAN, KEVIN, PATRICKIGENERAL PARTNERNA
MOHAN, KEVIN, PATRICKIGENERAL PARTNERNA
MOHAN, KEVIN, PATRICKIGENERAL PARTNERNA
MOHAN, KEVIN, PATRICKIGENERAL PARTNERNA
MOHAN, KEVIN, PATRICKIGENERAL PARTNERNA
MOHAN, KEVIN, PATRICKIGENERAL PARTNERNA
SUMMIT PARTNERS, L.P.DEACTING MANAGERNA Control
SUMMIT PARTNERS, L.P.DEACTING MANAGERNA Control
SUMMIT PARTNERS, L.P.DEACTING MANAGERNA Control
SUMMIT PARTNERS, L.P.DEACTING MANAGERNA Control
SUMMIT PARTNERS, L.P.DEACTING MANAGERNA Control
SUMMIT PARTNERS, L.P.DEACTING MANAGERNA Control
SUMMIT PARTNERS, L.P.DEACTING MANAGERNA Control
TRUSTEY, JOSEPH, FRANCISIGENERAL PARTNERNA
TRUSTEY, JOSEPH, FRANCISIGENERAL PARTNERNA
TRUSTEY, JOSEPH, FRANCISIGENERAL PARTNERNA
TRUSTEY, JOSEPH, FRANCISIGENERAL PARTNERNA
TRUSTEY, JOSEPH, FRANCISIGENERAL PARTNERNA
TRUSTEY, JOSEPH, FRANCISIGENERAL PARTNERNA
TRUSTEY, JOSEPH, FRANCISIGENERAL PARTNERNA
AVIS, GREGORY, MIGENERAL PARTNERB
AVIS, GREGORY, MILTONIGENERAL PARTNERB
AVIS, GREGORY, MILTONIGENERAL PARTNERB
GREGORY M. & ANNE R. AVIS FAMILY TRUSTDELIMITED PARTNERB
GREGORY M. & ANNE R. AVIS FAMILY TRUSTDELIMITED PARTNERB
GREGORY M. & ANNE R. AVIS FAMILY TRUSTDELIMITED PARTNERB
GREGORY M. & ANNE R. AVIS FAMILY TRUSTDELIMITED PARTNERB
JACQUET, ERNEST, KUSENERILIMITED PARTNERB
JACQUET, ERNEST, KUSENERILIMITED PARTNERB
JACQUET, ERNEST, KUSENERILIMITED PARTNERB
JACQUET, ERNEST, KUSENERILIMITED PARTNERB
JACQUET, ERNEST, KUSENERILIMITED PARTNERB
JACQUET, ERNEST, KUSENERILIMITED PARTNERB
JACQUET, ERNEST, KUSENERILIMITED PARTNERB
MANNION, MARTIN, JOSEPHIGENERAL PARTNERB
MANNION, MARTIN, JOSEPHIGENERAL PARTNERB
MANNION, MARTIN, JOSEPHIGENERAL PARTNERB
MANNION, MARTIN, JOSEPHIGENERAL PARTNERB
MANNION, MARTIN, JOSEPHIGENERAL PARTNERB
MANNION, MARTIN, JOSEPHIGENERAL PARTNERB
MANNION, MARTIN, JOSEPHIGENERAL PARTNERB
STAMPS, EDWARD, ROEIGENERAL PARTNERB
STAMPS, EDWARD, ROEIGENERAL PARTNERB
STAMPS, EDWARD, ROEIGENERAL PARTNERB
STAMPS, EDWARD, ROEIGENERAL PARTNERB
STAMPS, EDWARD, ROEIGENERAL PARTNERB
STAMPS, EDWARD, ROEIGENERAL PARTNERB
STAMPS, EDWARD, ROEIGENERAL PARTNERB
THE WALTER G. KORTSCHAK AND MARCIA B. KORTSCHAK FAMILY TRUSTDELIMITED PARTNERB
THE WALTER G. KORTSCHAK AND MARCIA B. KORTSCHAK FAMILY TRUSTDELIMITED PARTNERB
THE WALTER G. KORTSCHAK AND MARCIA B. KORTSCHAK FAMILY TRUSTDELIMITED PARTNERB
THE WALTER G. KORTSCHAK AND MARCIA B. KORTSCHAK FAMILY TRUSTDELIMITED PARTNERB
THE WALTER G. KORTSCHAK AND MARCIA B. KORTSCHAK FAMILY TRUSTDELIMITED PARTNERB
THE WALTER G. KORTSCHAK AND MARCIA B. KORTSCHAK FAMILY TRUSTDELIMITED PARTNERB
THE WALTER G. KORTSCHAK AND MARCIA B. KORTSCHAK FAMILY TRUSTDELIMITED PARTNERB
WOODSUM, STEPHEN, GILBERTIGENERAL PARTNERB
WOODSUM, STEPHEN, GILBERTIGENERAL PARTNERB
WOODSUM, STEPHEN, GILBERTIGENERAL PARTNERB
WOODSUM, STEPHEN, GILBERTIGENERAL PARTNERB
WOODSUM, STEPHEN, GILBERTIGENERAL PARTNERB
WOODSUM, STEPHEN, GILBERTIGENERAL PARTNERB
WOODSUM, STEPHEN, GILBERTIGENERAL PARTNERB
EVANS, BRUCE, ROGERIGENERAL PARTNERA
EVANS, BRUCE, ROGERIGENERAL PARTNERA
EVANS, BRUCE, ROGERIGENERAL PARTNERA
EVANS, BRUCE, ROGERIGENERAL PARTNERA
EVANS, BRUCE, ROGERIGENERAL PARTNERA
EVANS, BRUCE, ROGERIGENERAL PARTNERA
EVANS, BRUCE, ROGERIGENERAL PARTNERA
ROBERTS, THOMAS, SCOTTIGENERAL PARTNERA
ROBERTS, THOMAS, SCOTTIGENERAL PARTNERA
ROBERTS, THOMAS, SCOTTIGENERAL PARTNERA
ROBERTS, THOMAS, SCOTTIGENERAL PARTNERA
ROBERTS, THOMAS, SCOTTIGENERAL PARTNERA
ROBERTS, THOMAS, SCOTTIGENERAL PARTNERA
ROBERTS, THOMAS, SCOTTIGENERAL PARTNERA

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
AVIS, GREGORY, MILTONIGREGORY M. & ANNE. R. AVIS FAMILY TRUSTF Control
AVIS, GREGORY, MILTONIGREGORY M. & ANNE. R. AVIS FAMILY TRUSTF Control
AVIS, GREGORY, MILTONIGREGORY M. & ANNE. R. AVIS FAMILY TRUSTF Control
AVIS, GREGORY, MILTONIGREGORY M. & ANNE. R. AVIS FAMILY TRUSTF Control
EVANS, BRUCE, ROGERISUMMIT MASTER COMPANY, LLCF Control
EVANS, BRUCE, ROGERISUMMIT MASTER COMPANY, LLCF Control
EVANS, BRUCE, ROGERISUMMIT MASTER COMPANY, LLCF Control
EVANS, BRUCE, ROGERISUMMIT MASTER COMPANY, LLCF Control
EVANS, BRUCE, ROGERISUMMIT MASTER COMPANY, LLCF Control
EVANS, BRUCE, ROGERISUMMIT MASTER COMPANY, LLCF Control
EVANS, BRUCE, ROGERISUMMIT MASTER COMPANY, LLCF Control
KORTSCHAK, WALTER, GERMANITHE WALTER G. KORTSCHAK AND MARCIA B. KORTSCHAK FAMILY TRUSTF Control
KORTSCHAK, WALTER, GERMANISUMMIT MASTER COMPANY, LLCF Control
KORTSCHAK, WALTER, GERMANITHE WALTER G. KORTSCHAK AND MARCIA B. KORTSCHAK FAMILY TRUSTF Control
KORTSCHAK, WALTER, GERMANISUMMIT MASTER COMPANY, LLCF Control
KORTSCHAK, WALTER, GERMANITHE WALTER G. KORTSCHAK AND MARCIA B. KORTSCHAK FAMILY TRUSTF Control
KORTSCHAK, WALTER, GERMANISUMMIT MASTER COMPANY, LLCF Control
KORTSCHAK, WALTER, GERMANITHE WALTER G. KORTSCHAK AND MARCIA B. KORTSCHAK FAMILY TRUSTF Control
KORTSCHAK, WALTER, GERMANISUMMIT MASTER COMPANY, LLCF Control
KORTSCHAK, WALTER, GERMANITHE WALTER G. KORTSCHAK AND MARCIA B. KORTSCHAK FAMILY TRUSTF Control
KORTSCHAK, WALTER, GERMANISUMMIT MASTER COMPANY, LLCF Control
KORTSCHAK, WALTER, GERMANITHE WALTER G. KORTSCHAK AND MARCIA B. KORTSCHAK FAMILY TRUSTF Control
KORTSCHAK, WALTER, GERMANISUMMIT MASTER COMPANY, LLCF Control
KORTSCHAK, WALTER, GERMANITHE WALTER G. KORTSCHAK AND MARCIA B. KORTSCHAK FAMILY TRUSTF Control
KORTSCHAK, WALTER, GERMANISUMMIT MASTER COMPANY, LLCF Control
MANNION, MARTIN, JOSEPHISUMMIT MASTER COMPANY, LLCF Control
MANNION, MARTIN, JOSEPHISUMMIT MASTER COMPANY, LLCF Control
MANNION, MARTIN, JOSEPHISUMMIT MASTER COMPANY, LLCF Control
MANNION, MARTIN, JOSEPHISUMMIT MASTER COMPANY, LLCF Control
MANNION, MARTIN, JOSEPHISUMMIT MASTER COMPANY, LLCF Control
MANNION, MARTIN, JOSEPHISUMMIT MASTER COMPANY, LLCF Control
MANNION, MARTIN, JOSEPHISUMMIT MASTER COMPANY, LLCF Control
ROBERTS, THOMAS, SCOTTISUMMIT MASTER COMPANY, LLCF Control
ROBERTS, THOMAS, SCOTTISUMMIT MASTER COMPANY, LLCF Control
ROBERTS, THOMAS, SCOTTISUMMIT MASTER COMPANY, LLCF Control
ROBERTS, THOMAS, SCOTTISUMMIT MASTER COMPANY, LLCF Control
ROBERTS, THOMAS, SCOTTISUMMIT MASTER COMPANY, LLCF Control
ROBERTS, THOMAS, SCOTTISUMMIT MASTER COMPANY, LLCF Control
ROBERTS, THOMAS, SCOTTISUMMIT MASTER COMPANY, LLCF Control
SUMMIT MASTER COMPANY, LLCDESUMMIT PARTNERS, L.P.F Control
SUMMIT MASTER COMPANY, LLCDESUMMIT PARTNERS, L.P.F Control
SUMMIT MASTER COMPANY, LLCDESUMMIT PARTNERS, L.P.F Control
SUMMIT MASTER COMPANY, LLCDESUMMIT PARTNERS, L.P.F Control
SUMMIT MASTER COMPANY, LLCDESUMMIT PARTNERS, L.P.F Control
SUMMIT MASTER COMPANY, LLCDESUMMIT PARTNERS, L.P.F Control
SUMMIT MASTER COMPANY, LLCDESUMMIT PARTNERS, L.P.F Control
TRUSTEY, JOSEPH, FRANCISISUMMIT MASTER COMPANY, LLCF Control
TRUSTEY, JOSEPH, FRANCISISUMMIT MASTER COMPANY, LLCF Control
TRUSTEY, JOSEPH, FRANCISISUMMIT MASTER COMPANY, LLCF Control
TRUSTEY, JOSEPH, FRANCISISUMMIT MASTER COMPANY, LLCF Control
TRUSTEY, JOSEPH, FRANCISISUMMIT MASTER COMPANY, LLCF Control
TRUSTEY, JOSEPH, FRANCISISUMMIT MASTER COMPANY, LLCF Control
TRUSTEY, JOSEPH, FRANCISISUMMIT MASTER COMPANY, LLCF Control
WESTRA, JAMES, RICHARDISUMMIT MASTER COMPANY, LLCF Control
WESTRA, JAMES, RICHARDISUMMIT MASTER COMPANY, LLCF Control
WESTRA, JAMES, RICHARDISUMMIT MASTER COMPANY, LLCF Control
WESTRA, JAMES, RICHARDISUMMIT MASTER COMPANY, LLCF Control
WESTRA, JAMES, RICHARDISUMMIT MASTER COMPANY, LLCF Control
WOODSUM, STEPHEN, GILBERTISUMMIT MASTER COMPANY, LLCF Control
WOODSUM, STEPHEN, GILBERTISUMMIT MASTER COMPANY, LLCF Control
WOODSUM, STEPHEN, GILBERTISUMMIT MASTER COMPANY, LLCF Control
WOODSUM, STEPHEN, GILBERTISUMMIT MASTER COMPANY, LLCF Control
WOODSUM, STEPHEN, GILBERTISUMMIT MASTER COMPANY, LLCF Control
WOODSUM, STEPHEN, GILBERTISUMMIT MASTER COMPANY, LLCF Control
WOODSUM, STEPHEN, GILBERTISUMMIT MASTER COMPANY, LLCF Control

Registrations

Federal

IA
Oct 13, 2005 REGISTERED

Notice Filings (1)

MA

Address

222 BERKELEY STREET
BOSTON, MA 2116
USA
Phone: 617-824-1000