Investment adviser · CRD 104549

MIDDLETON & COMPANY INC.

Investment adviser filing (IA)

BOSTON, MA, United States · Form ADV filed May 4, 2026

Regulatory AUM: $1.23B
Client accounts: 613
Employees: 16
Advisory professionals: 7

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	238	$1,015,278,735	82.3%
Charities	17	$93,927,046	7.6%
Retirement plans	5	$74,130,541	6.0%
Individuals	108	$50,889,017	4.1%

Filing source

Form ADV 2102988 · May 4, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

DENARDO, LLCOther Private Fund · Last reported Mar 24, 2015$2.78MGross asset value

Custodian STATE STREET GLOBAL SERVICES BOSTON, Massachusetts, United States Related to adviser: No

Provider details

Annual audit: No
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

Fund details & source

Fund ID: 805-6153708069
Reported beneficial owners: 4
Minimum commitment: $0

Form ADV 873230 · Mar 24, 2015 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: May 4, 2026. View historical filings

Reported services

Individual portfolio management · Business portfolio management

Compensation

Percentage of assets

Principal office

600 ATLANTIC AVENUE; 18TH FLOOR
BOSTON, MA, 02210-2211, United States

CRD 104549

Filing source

Form ADV 2102988 · May 4, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.