APPLE TREE ASSET MANAGEMENT, LLC

Overview

Apple Tree Asset Management, LLC is an independent, owner-operated registered investment adviser that serves individual and family clients. The firm operates as a capital allocator and focuses on financial planning and portfolio management for individuals and small businesses, while also offering pension consulting services and the selection of outside advisers. Its fee model is a mix of percentage-of-AUM, hourly work, and fixed fees, and the firm also engages in other financial product sales activities. Apple Tree does not describe itself as an active ESG investor and is not registered as a multi-state adviser. Investment practice centers on outsourcing and assembling third-party solutions: the firm selects external managers and pooled products to build client portfolios rather than emphasizing proprietary in-house securities selection. That orientation supports a mix of discretionary management and advisory arrangements tailored to client objectives and risk tolerance.

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Public Holdings

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Location & Offices