Limited Partners in Appleton

Connect with 11 institutional investors in Appleton, United States.

11
Limited Partners
3
Firm Types
$406M
Avg AUM
$406M
Median AUM

Overview

Appleton is a major financial hub with 11 Limited Partners spanning 3 different firm types. These institutional investors manage an average of $406M in assets under management.

Assets Under Management

Min
$285M
Median
$406M
Max
$541M

Types of Limited Partners

Firm Type Distribution

Wealth Manager9 (81.82%)
Endowment Plan1 (9.09%)
Foundation1 (9.09%)

What Appleton LPs Invest In

Limited Partners in Appleton are actively investing in:

Business Services
Consumer Products
Energy & Utilities
Financial Services
Healthcare & Life Sciences
Industrials & Manufacturing
Technology

Limited Partners in Appleton

Access detailed information about 11 Limited Partners in Appleton, United States.

Our database includes verified contact information, AUM data, investment preferences, and more for each firm.

McGlone Suttner Wealth Management

Appleton, United States
Wealth Manager
AUM
$541M

Community Foundation for the Fox Valley Region

Appleton, United States
Foundation
AUM
$481M

Lawrence University Endowment

Appleton, United States
Endowment Plan
AUM
$461M

Endowment Wealth Management

Appleton, United States
Wealth Manager
AUM
$350M

Avaii Wealth Management

Appleton, United States
Wealth Manager
AUM
$316M

Sumnicht & Associates

Appleton, United States
Wealth Manager
AUM
$285M

Appleton Group

Appleton, United States
Wealth Manager

Conceptual Financial Advisors

Appleton, United States
Wealth Manager

Copper Harbor Investment Advisors

Appleton, United States
Wealth Manager

GoalBridge

Appleton, United States
Wealth Manager

Stonehaven Wealth & Tax Solutions

Appleton, United States
Wealth Manager

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