PPrivate Fund Data Log in Join · $37/mo

Alapocas Investment Partners, Inc.

CRD 300841SEC# 801-114902Beverly, MA
Export (members)
No longer SEC-registered. Alapocas Investment Partners, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$206.6M
Employees
4
Accounts
118
Location
Beverly, MA

Alapocas Investment Partners, Inc. assets under management

Alapocas Investment Partners, Inc. is an investment advisory firm registered with the SEC based in Beverly, MA. It reports $206.6 million in regulatory assets under management and employs 4 people.
View on SEC.gov ↗

Alapocas Investment Partners, Inc. owners & executives

4 reported
NameTitleOwnershipSince
Estate of David W. Lemons ControlOwnerOver 75%2024
Laura Mok ControlChief Compliance OfficerUnder 5%2024
Nancy C Littlehale ControlPresidentUnder 5%2024
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Alapocas Investment Partners, Inc. manage?

Alapocas Investment Partners, Inc. reports $206.6 million in regulatory assets under management on its Form ADV.

How many employees does Alapocas Investment Partners, Inc. have?

Alapocas Investment Partners, Inc. reports 4 employees.

Where is Alapocas Investment Partners, Inc. located?

Alapocas Investment Partners, Inc. is based in Beverly, MA.

Does Alapocas Investment Partners, Inc. disclose fund performance?

Alapocas Investment Partners, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address50 Dunham Ridge, Suite 3100, Beverly, MA 01915
Office hours9:00a.m. - 5:00p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$206.6M
Non-discretionary$0
Total (RAUM)$206.6M