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 |
Principal Office
50 DUNHAM RIDGESUITE 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
D******@*************M
(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
RAUM, Historic
No. Clients, Historic
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 | – |