# APPLETON PARTNERS, INC.

APPLETON PARTNERS, INC. of BOSTON, MA is an SEC-registered investment adviser.

## Registration

- CRD: 110049
- Type: SEC-registered investment adviser
- SEC file number: 801-29384
- Location: ONE POST OFFICE SQUARE, 5TH FLOOR, BOSTON, MA, 02109
- Phone: 617-338-0700
- Latest filing: 2026-03-23
- Regulatory AUM: $12.6B
- Discretionary AUM: $12.6B
- Clients: 59
- Accounts: 7,106

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pooled vehicles, Charities, Corporations

## Officers, owners & control persons (24)

| Name | Role | Location |
| --- | --- | --- |
| Michele Dawn Hubley | SVP - TREASURER & HEAD OF HR; TRUSTEE, APPLETON PARTNERS BUSINESS TRUST | — |
| Douglas Campbell Chamberlain | PRESIDENT, CEO, DIRECTOR; TRUSTEE, APPLETON PARTNERS BUSINESS TRUST | — |
| Michael Thomas Howard | SVP, CHIEF COMPLIANCE OFFICER; VP, CHIEF COMPLIANCE OFFICER | — |
| Geoffrey Daniel Chamberlain | TRUSTEE, APPLETON PARTNERS BUSINESS TRUST | — |
| Robert Alan Krantz | SVP - CO-COO | — |
| NEEDHAM ROBERT B | DIRECTOR | — |
| WILLIAMS THOMAS | DIRECTOR | — |
| KRANTZ ROBERT ALAN | SVP - CO-COO | — |
| BURGE KATHLEEN MARY | DIRECTOR; EXECUTIVE VICE PRESIDENT, CFO; EXEC VICE PRESIDENT,CFO, DIRECTOR (+2 more) | — |
| LADGE JAMES IRA | SENIOR VICE PRESIDENT, CIO; SENIOR VICE PRESIDENT, COO; TRUSTEE, APPLETON PARTNERS BUSINESS TRUST | — |
| IVES CORNELIA SPENCER | DIRECTOR | — |
| DELLAROCCO PAUL | DIRECTOR | — |
| NOVACK KENNETH JOSEPH | DIRECTOR | — |
| KINGMAN WILLIAM LOCKWOOD | DIRECTOR | — |
| MEYER CHARLES GARRISON | DIRECTOR | — |
| CHEVRIERE JP | DIRECTOR | — |
| PETTY WILLIAM TERRELL | DIRECTOR | — |
| HUBLEY MICHELE DAWN | SVP; SVP, CHIEF COMPLIANCE OFFICER; SVP - CO-COO (+2 more) | — |
| CHAMBERLAIN DOUGLAS CAMPBELL | PRESIDENT, CEO; PRESIDENT, CEO, DIRECTOR; TRUSTEE, APPLETON PARTNERS BUSINESS TRUST (+1 more) | — |
| HOWARD CHARLES THOMAS | VP, CHIEF COMPLIANCE OFFICER | — |
| COSTELLO J MICHAEL | DIRECTOR | — |
| ZAGROBSKI WALTER | SVP, PORTFOLIO MANAGER | — |
| TRACY BONNIE BROPHY | DIRECTOR | — |
| CHAMBERLAIN GEOFFREY DANIEL | TRUSTEE, APPLETON PARTNERS BUSINESS TRUST | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/110049/brochure
- Similar advisers: https://search.stillhousedata.com/firm/110049/similar
- Related entities: https://search.stillhousedata.com/firm/110049/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/110049

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.