Key facts
- APPLETON PARTNERS, INC. is a other based in BOSTON, MA.
- APPLETON PARTNERS, INC. reports $10.3M in regulatory assets under management, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 110049- Regulatory AUM
- $10.3M
- Private fund assets
- —
- Private funds
- —
- Staff
- 59
- Registered office
- BOSTON, MA
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV.
Free account
See more of the book
- ·Watchlist + alerts for APPLETON PARTNERS, INC.'s activity
Create free account
No card required
Portfolio
Portfolio — not yet on record
No portfolio companies for APPLETON PARTNERS, INC. are on record yet. Positions surface from round participations, filings, and coverage.
Pro members can request priority coverage with a 48-hour turnaround.
Frequently asked
- What is APPLETON PARTNERS, INC.'s AUM?
- APPLETON PARTNERS, INC. manages approximately $10.3M in assets.