Investing with Integrity and Insight

At Apple Tree Capital I, we are a dedicated private investment firm, managing investments as a family office for our principals, ensuring personalized strategies and long-term growth.

Two men in formal attire are in an office setting. One man is seated at a large wooden desk, holding up an open binder with a signature visible. The other man stands beside the desk. Behind them is a large window with a view of greenery, and an American flag drapes from the wall. The room features gold curtains and various decorative items.
Two men in formal attire are in an office setting. One man is seated at a large wooden desk, holding up an open binder with a signature visible. The other man stands beside the desk. Behind them is a large window with a view of greenery, and an American flag drapes from the wall. The room features gold curtains and various decorative items.
Our Mission Statement
Our Investment Philosophy

We focus on building lasting relationships and delivering exceptional results through strategic investments, tailored to meet the unique needs of our principals and their families.

Our Location

Apple Tree Capital I is based in a strategic location, allowing us to effectively manage investments for our principals as a family office.

Headquarters

123 Investment Ave, City

Hours

9 AM - 5 PM

Client Feedback

Discover what our clients say about their investment experiences with us.

Apple Tree Capital has transformed our investment strategy and provided exceptional guidance.

John Smith
A person is sitting at a wooden table using a laptop and a smartphone. Both devices display stock charts and market data, suggesting activities related to financial analysis or trading. The room is softly lit, possibly with a Christmas tree in the background.
A person is sitting at a wooden table using a laptop and a smartphone. Both devices display stock charts and market data, suggesting activities related to financial analysis or trading. The room is softly lit, possibly with a Christmas tree in the background.

New York

The team at Apple Tree Capital is knowledgeable, professional, and truly cares about their clients' financial success. Highly recommend their services for anyone seeking investment management.

A man in a suit sits thoughtfully in a modern, stylish office space. The room features wooden flooring, a variety of framed artworks on the wall, and a large potted plant. There's a window providing natural light, and a long desk with chairs and some office items.
A man in a suit sits thoughtfully in a modern, stylish office space. The room features wooden flooring, a variety of framed artworks on the wall, and a large potted plant. There's a window providing natural light, and a long desk with chairs and some office items.
Sarah Lee

San Francisco

★★★★★
★★★★★