ALAPOCAS INVESTMENT PARTNERS, INC.

Adviser information for ALAPOCAS INVESTMENT PARTNERS, INC. last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End DECEMBER
Legal Location Massachusetts, United States

Employees

Total Number of Employees 3
Investment Advisory/Research 2
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 1
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 117 $193.5M
Non-Discretionary 0 $0
Total 117 $193.5M

Clients

Type Number RAUM
Individuals 21 $10.6M
HNW Individuals 30 $131.9M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 1 $26.5M
Charitable organizations 1 $4.7M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 4 $19.7M
Other 0 $0
Type Number
No. of Non-RAUM Clients 2
No. of Non-U.S. Clients 0

Services

Advisory Services Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)
Compensation % of AUMFixed fees

Identifiers

SEC RIA File Number 801-114902
SEC ERA File Number 801-114902
SEC CIK Numbers 1908423
SEC CRD Numbers 300841
Legal Entity Identifier None

Principal Office

50 DUNHAM RIDGE
SUITE 3100
BEVERLY
MA
United States
Monday - Friday, 9:00AM - 5:00PM
Tel: 781-376-2015, Fax: None

Chief Compliance Officer

DAVID W. LEMONS
PRESIDENT
50 DUNHAM RIDGE
SUITE 3100
BEVERLY
MA
United States
Tel: 781-376-2015
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
LEMONS, DAVID, WAYNE Individual PRESIDENT AND CHIEF COMPLIANCE OFFICER 02/2019 > 75%

No. Employees, Historic

105020192020202120222023202420253 on 7/24/20193 on 3/26/20203 on 6/15/20203 on 3/30/20214 on 3/30/20223 on 3/21/20233 on 3/27/2024

RAUM, Historic

300M150M02019202020212022202320242025201194794 on 7/24/2019212993331 on 3/26/2020212993331 on 6/15/2020252251839 on 3/30/2021170448450 on 3/30/2022135162674 on 3/21/2023193493051 on 3/27/2024

No. Clients, Historic

90450201920202021202220232024202574 on 7/24/201978 on 3/26/202078 on 6/15/202081 on 3/30/202153 on 3/30/202257 on 3/21/202357 on 3/27/2024

Holdings

From latest 13F, filed August 9th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ADOBE INC COM 15M 26K
ALPHABET INC CAP STK CL A 991K 5K
ALPHABET INC CAP STK CL C 16M 86K
AMAZON COM INC COM 17M 87K
AMERICAN TOWER CORP NEW COM 7M 35K
APPLE INC COM 15M 72K
AUTOMATIC DATA PROCESSING IN COM 2M 7K
COPART INC COM 11M 200K
COSTCO WHSL CORP NEW COM 10M 12K
DANAHER CORPORATION COM 7M 26K
FERRARI N V COM 9M 21K
MASTERCARD INCORPORATED CL A 2M 4K
MOODYS CORP COM 10M 23K
NVR INC COM 234K 31
STELLANTIS N.V SHS 10M 505K
TJX COS INC NEW COM 10M 89K
TREX CO INC COM 9M 119K
UNITEDHEALTH GROUP INC COM 8M 16K
VISA INC COM CL A 11M 43K