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ALPACA

NEW YORK, NY · CRD 317262 · IAPD ↗ · 860-501-0289

$149.9MRegulatory AUM
8Advisory reps
11Employees
0Clients
n/aPlanning clients
11Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

53
April 2024 — ALPACA grew from 7 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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