Appleton Partners:

A Private Growth-Style Investment Management Firm

Recently Released!!!
Date Published: October 1, 2013
Summary PowerPoint Deck: 12 Slides
Reference PowerPoint Deck: 21 Slides


Appleton Partners was founded by Douglas Chamberlain in 1986 and is based in Boston, MA. Appleton Partners has a presence in 45 states and $5.0 billion assets under management. The firm is led by its CEO Douglas Chamberlain. Appleton Partners' web site can be found at www.appletonpartners.com.

Appleton Partners's comprehensive Power Point deck below includes a synopsis of its history, including its key phases:

  • Early Phase
  • Middle Phase
  • Recent Phase
Its profile includes the key statistics of the firm, including its number of states, employees, institutional clients, assets under management, revenues, & net profits.

Its profile includes detailed outlines of its core businesses:

  • Business One
  • Business Two
And its profile concludes with the highlights of its organizational structure & ownership.







































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