Alapocas Investment Partners, Inc.
CRD 300841SEC# 801-114902Beverly, MA
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.
Alapocas Investment Partners, Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Estate of David W. Lemons Control | Owner | Over 75% | 2024 |
| Laura Mok Control | Chief Compliance Officer | Under 5% | 2024 |
| Nancy C Littlehale Control | President | Under 5% | 2024 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently 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
| Address | 50 Dunham Ridge, Suite 3100, Beverly, MA 01915 |
| Office hours | 9:00a.m. - 5:00p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$206.6MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 74%
Larger than 26% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$206.6Mregulatory AUM
Discretionary $206.6M