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| Alapocas Investment Partners Inc
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|
|
|---|---|
| CRD # | 300841 |
| SEC # | 801-114902 |
| CIK # | 0001908423 |
| AUM | $135.2 MM (2023-03-21) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 781-376-2015 |
| Address | 50 Dunham Ridge Beverly, MA 01915 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 11.9 | |
| GOOG | 1,482,566.4 | 9.3 | |
| V | 419,260.5 | 9.1 | |
| AMZN | 1,092,997.8 | 9.1 | |
| STLA | 40,225.3 | 8.8 | |
| CPRT | 25,870.7 | 8.4 | |
| ADBE | 172,760.2 | 8.1 | |
| COST | 207,576.9 | 7.1 | |
| MCO | 49,925.7 | 6.8 | |
| UNH | 477,004.0 | 6.7 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 27 | 11.3 |
| (b) Individuals (high net worth individuals) | 24 | 87.1 |
| (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 | 19.5 |
| (h) Charitable organizations | 1 | 3.5 |
| (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 | 13.7 |
| (n) Other | 0 | 0.0 |
| Total | 117 | 135.2 |
| By Discretionary | ||
| Discretionary | 117 | 135.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 117 | 135.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 135.2 | |
| Total | 117 | 135.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001908423] |
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