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| Happy Holidays!! thanks for using AUM13F!! |
| Alapocas Investment Partners Inc
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| CRD # | 300841 |
| SEC # | 801-114902 |
| CIK # | 0001908423 |
| AUM | $206.6 M (2025-04-29) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 978-529-2395 |
| Address | 50 Dunham Ridge Beverly, MA 01915 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 17.4 | ||
| Alphabet Inc | 14.4 | ||
| VISA Inc | 14.0 | ||
| Adobe Systems Inc | 12.0 | ||
| Apple Inc | 11.8 | ||
| Moodys Corp /DE/ | 10.2 | ||
| TJX Companies Inc /DE/ | 9.9 | ||
| Ferrari NV | 9.4 | ||
| Costco Wholesale Corp /NEW | 9.2 | ||
| Copart Inc | 8.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 21 | 10.5 |
| (b) Individuals (high net worth individuals) | 30 | 143.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 25.6 |
| (h) Charitable organizations | 1 | 5.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 22.2 |
| (n) Other | 0 | 0.0 |
| Total | 118 | 206.6 |
| By Discretionary | ||
| Discretionary | 118 | 206.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 118 | 206.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 206.6 | |
| Total | 118 | 206.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001908423] |
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|---|---|---|
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0.2 | |
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Taconic Advisors Inc
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Millennium Capital Advisors LLC
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MGO Private Wealth LLC
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|
Fountain Square Asset Management LLC
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OH | 0.2 |
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Position Wealth LLC
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TX | 0.2 |