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Building 2ALAPOCAS INVESTMENT PARTNERS, INC.

Map pinBEVERLY, MA
Phone978-529-2395
NotebookSEC #801-114902
Total AUM
$206.6M
Employees
4
Clients
57

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
50 DUNHAM RIDGE
SUITE 3100
BEVERLY
MA 01915
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
978-529-2395

ReceiptFinancials

Total AUM
$206.6M
Accounts
118
Discretionary
$206.6M
Accounts
118
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
21
AUM
$10.5M
HNW Individual Clients
30
AUM
$143.4M
Pension/Profit Sharing Plan Clients
1
AUM
$25.6M
Charitable Organization Clients
1
AUM
$5M
Corporation or Business Clients
4
AUM
$22.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMANH

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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