Alapocas Investment Partners is an investment advisor in Beverly with $170.45 mm assets under management.
Company profile
Website
Employees
Incorporated
SEC CIK
IRS number
833785722
SEC advisor number
801-114902
FINRA CRD number
300841
AUM ?
$193.49 mm
(as of 9 Apr 24)
Accounts
117
(as of 9 Apr 24)
Employees
3
(2 investment advisory or research)
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
6 Nov 23
13F-HR
Quarterly holdings report by institutional manager
11 Aug 23
13F-HR
Quarterly holdings report by institutional manager
11 May 23
13F-HR
Quarterly holdings report by institutional manager
10 Feb 23
13F-HR
Quarterly holdings report by institutional manager
10 Nov 22
13F-HR
Quarterly holdings report by institutional manager
8 Aug 22
13F-HR
Quarterly holdings report by institutional manager
9 May 22
13F-HR
Quarterly holdings report by institutional manager
7 Feb 22