Appleton Partners, Inc.
Appleton Partners, Inc. is a multi-family office headquartered in Boston. Founded in 1986, the firm’s wealth originates from its employee-owned investment advisory business, built on managing customized municipal bond, equity, and balanced portfolios for...
Appleton Partners, Inc.
Appleton Partners, Inc. is a multi-family office headquartered in Boston. Founded in 1986, the firm’s wealth originates from its employee-owned investment advisory business, built on managing customized municipal bond, equity, and balanced portfolios for high-net-worth families and nonprofit institutions. It offers discretionary investment management, financial planning, and wealth advisory services across generations—delivering client-aligned, separate-account solutions.
General information
Firm type
Multi Family Office
Year founded
1986
AUM
—
Location
Region
North America
Country
—
City
Boston
Corporate office
One Post Office Square, Boston, MA
Frequently asked questions
What is Appleton Partners, Inc.?
Appleton Partners, Inc. is a multi family office headquartered in Boston.
When was Appleton Partners, Inc. founded?
Appleton Partners, Inc. was founded in 1986.
Where is Appleton Partners, Inc. headquartered?
Appleton Partners, Inc. is headquartered in Boston, in the North America region.
What does Altss track for Appleton Partners, Inc.?
Altss maintains an OSINT-verified profile of Appleton Partners, Inc. covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Appleton Partners, Inc.'s website?
Appleton Partners, Inc.'s public website is www.appletonpartners.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Appleton Partners, Inc.?
Appleton Partners, Inc. is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on Appleton Partners, Inc.?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Appleton Partners, Inc.?
Appleton Partners, Inc.'s profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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