Key facts
as of Sep 2026- 10 institutional filers report fund marks on Appleton Partners across 60 filings.
- Status: Privately Held (no backing).
PA Mark — composite indicative price
LOW confidence~$312per share
as of Sep 2026 · the exact daily mark is a member feature
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Recorded secondary trades
No prints on record
No secondary trades in Appleton Partners shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
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Institutional fund marks
10 filers · latest May 202610 SEC-registered funds reported 60 fair-value marks on Appleton Partners between Nov 2025 and May 2026. Filer-level marks and implied $/share are available to Pro members.
Funding rounds
No rounds on record
No funding rounds for Appleton Partners are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
Pro members can request priority coverage with a 48-hour turnaround.
Leadership
- Daniel A. BuckleySenior Vice President, Portfolio Manager, Director of Equity Management, Wealth Manager, and Member of the Equity Investment Committee
- Gregory LallySenior Vice President, Senior Portfolio Manager, Fixed Income Portfolio Manager, and Member of the Fixed Income Investment Committee
- James BoslandSenior Vice President, Fixed Income Portfolio Manager and Co-head of the Fixed Income Investment Committee
- James LadgeSenior Vice President
About Appleton Partners
Provider of fixed income, asset management, investment strategies, and capital preservation. The company operates within the industries of asset management, other capital markets/institutions, and investment banks.
- Sector
- Financial Services
- HQ
- Boston, MA, United States
- Employees
- 64
- Website
- appletonpartners.com/
- Ownership
- Privately Held (no backing)