Middleton & Company Inc

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Portfolios
Track firms over time with portfolios. Click on the
to add to a portfolio.
List of Funds
Asset Managers in Boston
PE Firms in Boston
Hedge Funds in Boston
CalPERS Portfolio
NYSCRF Portfolio
MD SRPS Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
CAFR Data
Middleton & Company Inc
CRD #104549
SEC #801-21247
CIK #919497
AUM $801.1 MM (100% Disc, 98% US)
Employees17 (53% Investors, 0% Brokers)
Phone617-357-5101
Address600 Atlantic Avenue 18th Floor
Boston, MA 02210-2211
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
82566049533016501998200520122020
Sector Holding Cap ($MM) Value ($MM)
AMZN820,610.028.2
AAPL843,560.020.3
V341,210.016.6
GOOGL819,810.016.1
DHR90,200.015.1
CRM120,600.013.7
ORLY28,710.013.2
MRK208,740.013.0
ABBV115,170.012.6
JPM341,670.012.5
View All
Holdings by Sector ($)
0.60.50.40.20.10.02014201620182020
Type Private Fund Form D Sold ($MM) AUM ($MM)
Other Denardo LLC 2.8
View All
Comparable Firms State AUM ($BB)
Foundations Investment Advisors LLC
AZ 0.8
Markston International LLC
NY 0.8
Tirschwell & Loewy Inc
NY 0.8
Johnson Asset Management Inc
WI 0.8
Park Place Capital Management Inc
WI 0.8
Stanford Investment Group Inc
CA 0.8
Shaker Investments Inc
OH 0.8
Pilot Investors LLC
NY 0.8
Shepherd Financial Partners LLC
MA 0.8
PFG Advisors LLC
AZ 0.8
Terms of Service | Privacy Policy | User Guide
tony@aum13f.com