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	Firm Name	Type	Location	AUM
	APAppleton Partners, Inc.	Family Office - Multi	Boston, MA, United States	$12.7B
About Appleton Partners builds relationships with its clients to deliver financial planning & wealth management solutions that meet your unique needs. Founded1986 Websitewww.example-site.com Contacts j.miller@groupholdings.com +1 202 419 6323 Katherine J. Walsh Head of Investments j.miller@fundmgmt.co Michael R. Thompson Managing Director n.harris@globalwealth.co Upgrade to view contact detailsUpgrade
	MCMcGlone Suttner Wealth Management	Wealth Manager	Appleton, United States	$541M
About McGlone Suttner Wealth Management and Financial Planning in Appleton, WI Founded2009 Websitewww.example-site.com Contacts r.brown@partnersllc.com +852 3 129 5696 Jennifer L. Santos Senior Partner k.johnson@capitalgroup.net Amanda C. Fitzgerald VP of Capital Markets d.garcia@capitalgroup.net Upgrade to view contact detailsUpgrade
	COCommunity Foundation for the Fox Valley Region	Foundation	Appleton, United States	$481M
About Community Foundation for the Fox Valley Region Founded1986 Websitewww.example-site.com SectorsDiversified, Business Services, Business Support Services, Consumer Services, Energy & Utilities, Financial Services,... Investment TypesBuyout, Distressed Debt, Fund of Funds, Growth, Natural Resources, Secondaries, Venture (General) Contacts n.harris@capitalgroup.net +44 20 315 6070 Michael R. Thompson Managing Director j.miller@partnersllc.com Katherine J. Walsh Head of Investments r.brown@firmcapital.com Upgrade to view contact detailsUpgrade
	LALawrence University Endowment	Endowment Plan	Appleton, United States	$461M
About Lawrence University Endowment is a endowment plan based in Appleton, US. Reported AUM: $461M. Websitewww.example-site.com SectorsDiversified, Business Support Services, Consumer Products, Consumer Services, Financial Services, Healthcare, Informa... Investment TypesBuyout, Distressed Debt, Early Stage, Early Stage: Seed, Early Stage: Start-up, Expansion / Late Stage, Growth, Turna... Contacts d.garcia@fundmgmt.co +1 415 687 2594 Thomas W. Erikson Investment Director n.harris@investco.com James H. Nakamura Director of Allocations d.garcia@investco.com Upgrade to view contact detailsUpgrade
	ENEndowment Wealth Management	Wealth Manager	Appleton, United States	$350M
About Endowment Wealth Management's investment portfolio is valued at $354.47 million as of November 15, 2024, with investments in private equity, publicly traded equities, fixed-income securities, and cash. As of December 31, 2022, the private equity portfolio was valued at $45.5 million, representing 15.4% of the total portfolio. Investments in private equity include buyouts, diversified private equity, private equity growth expansion, and venture capital strategies. The firm's investments are governed by the executive management team with Mr. Prateek Mehrotra serving as Chief Investment Officer. Founded1996 Websitewww.example-site.com Investment TypesCo-Investment, Venture Capital, Venture Capital - Later Stage Contacts e.walker@investco.com +33 1 259 7072 Amanda C. Fitzgerald VP of Capital Markets h.robinson@globalwealth.co Jennifer L. Santos Senior Partner t.thomas@fundmgmt.co Upgrade to view contact detailsUpgrade

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