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| Appleton Partners Inc
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|---|---|
| CRD # | 110049 |
| SEC # | 801-29384 |
| CIK # | 0001055290 |
| AUM | 12.55 B (2026-03-23) |
| Employees | 59 (53% Investors, 0% Brokers) |
| Phone | 617-338-0700 |
| Address | One Post Office Square Boston, MA 02109 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Goldman Sachs Group Inc | 0.0 | ||
| Corning Inc /NY | 0.0 | ||
| Quest Diagnostics Inc | 0.0 | ||
| Intuit Inc | 0.0 | ||
| CRH Public Ltd Co | 0.0 | ||
| Honeywell International Inc | 0.0 | ||
| American Tower Corp /MA/ | 0.0 | ||
| Tyco Electronics Ltd | 0.0 | ||
| Air Products & Chemicals Inc /DE/ | 0.0 | ||
| Rollins Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 339 | 0.4 |
| (b) Individuals (high net worth individuals) | 443 | 1.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 11 | 0.1 |
| (i) State or municipal government entities | 1 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 0.0 |
| (n) Other | 5,314 | 10.2 |
| Total | 7,106 | 12.6 |
| By Discretionary | ||
| Discretionary | 7,106 | 12.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 7,106 | 12.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 12.5 | |
| Total | 7,106 | 12.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001055290] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $6.1B |
| Serves | Institutional, Retail, Research |
| LEI | 984500DE677D0F80FE76 |
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|---|---|---|
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