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ALAPOCAS INVESTMENT PARTNERS, INC.

BEVERLY, MA · CRD 300841 · IAPD ↗ · 978-529-2395

$206.6MRegulatory AUM
2Advisory reps
4Employees
2Clients
n/aPlanning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
December 2025 — ALAPOCAS INVESTMENT PARTNERS, INC. (BEVERLY, MA) left the SEC roster (was $206.6M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
42
April 2025 — ALAPOCAS INVESTMENT PARTNERS, INC. notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2024 — ALAPOCAS INVESTMENT PARTNERS, INC. reported RAUM up 43% ($135.2M -> $193.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.